加拿大监管机构将在2026年7月之前完成CRM2改革,要求标准化成本和绩效报告. Canadian regulators finalize CRM2 reforms requiring standardized cost and performance reporting by July 2026.

加拿大证券监管机构完成了客户关系模式 (CRM2) 改革,要求投资公司标准化成本和绩效报告. Canada's securities regulators finalized the Client Relationship Model (CRM2) reforms, requiring investment firms to standardize cost and performance reporting. 截至2026年7月15日,三年的逐步实施任务增加了透明度和文书工作. Effective July 15, 2026, the three-year phase-in mandates increased transparency and paperwork. 尽管顾问们普遍认为披露费用是积极的转变,但仍然对合规负担和对净值较低客户的影响感到关切. While advisors generally view the fee disclosures as a positive shift, concerns remain regarding compliance burdens and the impact on lower-net-worth clients.