Learn about the structure and advantages of mutual funds structured as trusts, focusing on their tax benefits, roles and responsibilities, and investor rights.
Understand the structure and key roles within a mutual fund, including directors, fund managers, distributors, and custodians. Learn about their responsibilities and how they interact to ensure the proper management and performance of the fund.
An in-depth guide on Mutual Fund Regulatory Organizations for Canadian Securities Course (CSC) certification, focusing on the key self-regulatory organizations and their roles.
Comprehensive guide detailing the registration requirements, qualifications, and processes for mutual fund managers, distributors, and sales representatives in Canada.
A comprehensive guide to the suitability and know your product (KYP) regulations for mutual fund representatives, focusing on the importance of due diligence in assessing investment suitability in accordance with the KYC rule.
Learn how to measure mutual fund performance using different techniques like comparing NAVPS, time-weighted rate of return (TWRR), and standard performance data. Understand the importance of benchmark and peer group comparisons in evaluating mutual fund performance.
