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Following the successful rollout of Client Relationship Model – Phase 2 (“CRM2”), the Investment Funds Institute of Canada (“IFIC”) believes that the fee transparency conversation is ready to advance further.


The “Client Relationship Model” (CRM) is a series of initiatives that touch on every aspect of the relationship between investors and participants (including dealers and advisors) in the investment industry.


The final stage of Client Relationship Model – Phase 2 (CRM2) will be rolled out by most dealers in early 2017. That means preparing for important conversations with clients about new information they will see on their investment account statements.