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Bulletins

MFDA Bulletins are publications intended for information purposes. The MFDA issues Bulletins related to Compliance, Enforcement, Membership and Policy matters. MFDA Bulletins are available in both French and English, and can be viewed or printed by clicking on the appropriate link.

Bulletin # Date Type Description
#0928-ME December 30, 2022 Member Education Continuing Education (CE) Program Update
#0927-ME December 30, 2022 Member Education MFDA Client Research Report 2022
#0926-M December 29, 2022 Membership Information 2023 Financial Filing Deadlines
#0925-P December 29, 2022 Policy Revised MFDA Staff Notice MSN-0040 Outside Activity
#0924-M December 12, 2022 Resignation Resignation - Wealthsimple Advisor Services Inc.
0923-M December 9, 2022 Membership Information MFDA IPC Integration Cost Recovery Assessment Model Guidelines
#0922-P November 24, 2022 Policy Canadian securities regulators publish approval notices for new SRO and CIPF
#0921-M November 24, 2022 Membership Information Integration Cost Recovery Fee Model Guideline
#0920-M November 24, 2022 Membership Information MFDA Interim Fee Model
#0919-ME November 22, 2022 Member Education Canadian Institute of Financial Planning (“CIFP”) recognized by MFDA as a Third Party Accreditor