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Point of sale

Point of sale

Point of sale: Fund Facts must be delivered before purchase On May 30, 2016, it became mandatory for advisors to deliver the Fund Facts document to clients before they purchase a mutual fund. Let’s explore the content of Fund Facts, how advisors must deliver it and...
Welcome to the new IFSE!

Welcome to the new IFSE!

Introducing the new-look IFSE.ca We know that current and future students like to visit our website to get the latest on financial services education. Now there’s more to like as we have made several enhancements to make your visit even better! Why have we refreshed...