Financial Planning
Documents
2025
IFIC Submission - OSC Consultation 81-737- Improve Retail Investor Access to LTA through Investment Fund Product Structures (February 21, 2025)
Based on our review of the Proposal’s objectives, regulatory and structural requirements, threshold issues and market considerations, we have identified the following potential issues that could materially impact the success or viability of OLTF offerings. We raise these issues in this submission, to support the OSC’s development of the regulatory proposal in the next phase of this important initiative.
2023
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2016
Based on our review of the Proposal’s objectives, regulatory and structural requirements, threshold issues and market considerations, we have identified the following potential issues that could materially impact the success or viability of OLTF offerings. We raise these issues in this submission, to support the OSC’s development of the regulatory proposal in the next phase of this important initiative.
