Financial Services _Çô Client Services RFC223 Lecture Notes - Lecture 12: Mutual Fund, Estate Planning
21 Nov 2016
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Primary product: product that generates most of the revenue in the channel. Crm2 = client relationship management part 2. Primarily affect fees and performance disclosure of. How many of you consider yourself knowledgeable on the topic of crmii. National instrument 31-103/crmii: amendments to the national instrument 31-103 client. Relationship model commenced july 15th, 2013: implementation will be phased in over three years and must be adopted by all mfda and iiroc advisors, all clients will receive clear and complete fee disclosure and more through performance reporting. Crm 2 requires that clients/members receive detailed information on fees and compensation, as well as the performance of their accounts, at specified times. At a high level these are the changes that are going to impact you and your member and will change how you conduct business going forward. A lot of the focus is brought on by the media, which only tells part of the.
