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IFSE_Blog_Point of sale_v2_Jul 15_16

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 the exceptions to the rule.


newspaper2

Welcome to the new IFSE! We have refreshed our brand and website to make it easier for you to find what you are looking for.