New CRM2 Account Reports

CRM2 is a set of new requirements that the Canadian Securities Administrators (Canada’s provincial and territorial securities regulators) are implementing to ensure investors receive essential information about the costs and performance of their investments. The following is a sample annual statement prepared by our back office, Fidelity Clearing Canada. The statements we use will be from Mandeville PC, but we hope this sample will give you an idea of the changes.

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