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Amendments to National Instrument 81-102 relating to Modernizing the Investment Fund Rules [Completed]

Issued in June 2014.

Transitional provisions:

The amendments came into force on September 22, 2014 and were subject to certain transition periods.

Last updated:

June 2014

Overview

The amendments, which were proposed in March 2013, introduce fundamental investment restrictions and operating requirements for non-redeemable investment funds and enhanced disclosure requirements regarding securities lending by all investment funds in Canada.

“By modernizing these important investment fund rules, the CSA aims to create fair and consistent product regulation across the spectrum of retail investment funds,” said Bill Rice, Chair of the CSA.

Recent activities

June 2014

On June 19, 2014, the CSA published the final amendments to National Instrument 81-102 and related consequential amendments, as part of the CSA’s Modernization of Investment Fund Product Regulation Project.


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