BULLETIN #0874-M

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Brett Konyu

Director, Member Education and Membership Services

416-943-4609

bkonyu@mfda.ca

BULLETIN #0874-M

August 11, 2021

Webcast: Improving Fee Disclosures for Canadian Investors

The MFDA has published a webcast that discusses the report Improving Fee Disclosures for Canadian Investors issued by the MFDA on July 26, 2021. The webcast and report present behavioural science research on the implications of expanding the current CRM2 cost reporting requirements to include fees charged by investment funds.

The objectives of the research were to:

  • Understand investor preferences for expanded cost reporting;
  • Identify key barriers and enablers of investor comprehension and action of expanded cost information;
  • Develop and test disclosure formats that reflect an understanding of investor behavior; and
  • Generate evidence on the impact of certain cost formats.

This webcast is presented by Sasha Tregebov, Director of BIT Canada.

We recommend Chrome, Firefox, Safari or Edge for the best user experience. Please note that the video and audio quality may be degraded when viewing within VPN/remote desktop environments.

You can also find this and other past MFDA webcasts and webinars on the MFDA website.

If you require more information or experience any difficulties please contact us at membershipservices@mfda.ca.

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