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Searching Content indexed under Fund Management/ REITs by McMillan LLP ordered by Published Date Descending.
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1
The Novel Exemptive Relief Chronicles
You Can't Always Get What You Want…But, Sometimes, You Get What You Need - OSC Decision Removes the "Hype" Surrounding Rehypothecation
Canada
27 Sep 2019
2
New Proposed Legislation to Refine Mutual Fund "Allocation to Redeemers" Methodology
Budget 2019 proposed new rules to combat tax strategies employed by certain mutual fund trusts to disproportionately allocate capital gains to redeeming
Canada
5 Aug 2019
3
Budget 2019: CRA Refines Mutual Fund Allocation To Redeemers Methodology And Tightens Rules On TFSAs
Budget 2019, released on March 19, 2019, proposes new rules to combat tax strategies perceived by the Government to be employed by certain mutual fund trusts
Canada
11 Jul 2019
4
OSC Waives Fees For Late OBA Disclosures As Part Of Burden Reduction Project
On May 15, 2019, the OSC announced that registrants will no longer have to pay late fees associated with the disclosure of outside business activities past the required deadline.
Canada
10 Jul 2019
5
Failure To Launch – OSC Director Determines That Bitcoin Fund Is Not Ready For The Retail Spotlight
3iQ Corp. filed a preliminary non-offering long-form prospectus to qualify the Fund as a reporting issuer on October 30, 2018.
Canada
7 Mar 2019
6
The Novel Exemptive Relief Chronicles - Public Mutual Funds Permitted To Invest Limited Amounts In Private Pooled Funds
In aggregate with their holdings of alternative mutual funds and non-redeemable investment funds.
Canada
15 Feb 2019
7
Liquid Alternatives Now a Reality - Alternative Mutual Funds Regime Scheduled to Come Into Force January 3, 2019
The Canadian Securities Administrators (the "CSA") have published the long awaited and much anticipated final version of amendments introducing a "liquid alternatives" regulatory regime in Canada (the "Final Rules").
Canada
9 Oct 2018
8
MFDA Announces New Proficiency Standards For Selling ETFs
On July 20, 2017, the Mutual Fund Dealers Association announced the regulatory approval and coming into effect of its new Policy No. 8 – Proficiency Standard for Approved Persons Selling Exchange Traded Funds.
Canada
10 Aug 2017
9
Taking CASL By Storm: Compliance Tips For Investment Fund Managers
Privacy has become a global issue in recent years. In this vein, the law informally named CASL has applied to all electronic communications sent with a commercial purpose from Canada or accessed in Canada since mid 2014.
Canada
26 Jun 2017
10
Budget 2017: New Rules Governing the Taxation of Segregated Funds
In Budget 2017, the federal Government announced its intention to modernize the rules relating to the taxation of segregated funds by permitting such funds to (i) apply non-capital losses to reduce income earned in other years, and (ii) effect mergers on a tax-deferred basis.
Canada
29 Mar 2017
11
Consultation On the Option Of Discontinuing Embedded Commissions
On January 10, 2017, the Canadian Securities Administrators (CSA) released CSA Consultation Paper 81-408 – Consultation on the Option of Discontinuing Embedded Commissions (the "Paper").
Canada
1 Feb 2017
12
Tips For Startups – So You Want To Crowdfund?
In 2012 we published an article on the future of crowdfunding and whether it could help finance innovation by providing Canadian businesses with a new source for capital.
Canada
26 Aug 2016
13
Proposed GST/HST Changes For Investment Limited Partnerships And Other Investment Funds
Since investment funds are generally not entitled to claim input tax credits to recover GST/HST that they pay on inputs.
Canada
18 Aug 2016
14
Offshore Investment Fund Property Rules Clarified by the Tax Court
The recent decision of the Tax Court of Canada in Gerbro Holdings Company v. The Queen ("Gerbro") is the first judgment to consider the application of the offshore investment fund property rules ...
Canada
29 Jul 2016
15
CSA Proposes Amended Risk Disclosure For Mutual Funds And ETFs
On December 10, 2015, the Canadian Securities Administrators published proposed amendments to risk disclosure requirements for mutual funds and exchange-traded mutual funds.
Canada
23 Dec 2015
16
2 Become 1: CSA Proposes Creation Of Single Exempt Distribution Reporting Regime
Addressing a compliance burden for issuers, the Canadian Securities Administrators published proposed amendments to National Instrument 45-106 Prospectus Exemptions (NI 45-106) on August 13, 2015.
Canada
20 Aug 2015
17
CSA Proposes New Disclosure Requirement For Exchange Traded Funds
The publication of the Amendments marks Stage 3 of the CSA's implementation of the point of sale disclosure project (the "POS Project").
Canada
1 Jul 2015
18
Budget 2015: Tax-Free Savings Accounts – A Welcome Contribution Limit Increase, But "Prohibited Investment" Rules Remain A Concern
The Tax-Free Savings Account ("TFSA") is a flexible, registered, savings vehicle that allows Canadians to earn tax-free investment income.
Canada
29 Apr 2015
19
Budget 2015: RRIF Withdrawal Requirements Adjusted To Better Reflect Current Realities
As widely predicted, Budget 2015 proposes to reduce the amount that annuitants are required to withdraw from a Registered Retirement Income Fund ("RRIF") in 2015 and subsequent taxation years.
Canada
29 Apr 2015
20
Time To Make It Clear, Part II: The CSA Publishes Notice And Request For Comments On Proposed Rules For Mandatory Central Counterparty Clearing Of OTC Derivatives
On December 19, 2013, the Canadian Securities Administrators (the "CSA") Over-the-Counter Derivatives Committee published CSA Staff Notice 91-103 - Proposed Model Provincial Rule on Mandatory Central Counterparty Clearing of Derivatives ..
Canada
12 Mar 2015
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