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1
CSA Finalizes Alternative Mutual Funds Regime
On October 4, 2018, the Canadian Securities Administrators (the CSA) published amendments (the Amendments) to National Instrument 81-102 Investments Funds (NI 81-102) ...
Canada
17 Oct 2018
2
Government Of Ontario Rejects CSA Proposal On Embedded Commissions
Earlier today, the Canadian Securities Administrators (CSA) published proposed regulatory amendments that would prohibit the payment of commissions to dealers on most sales of mutual funds
Canada
17 Sep 2018
3
Proposed Draft Legislation For Investment Limited Partnerships
On September 8, 2017, the Department of Finance released draft legislation to amend the Excise Tax Act (Canada) ("ETA"), including amendments to (a) in effect, deem general partners of certain newly defined "Investment Limited ...
Canada
19 Sep 2017
4
New World For Leveraged U.S. Real Estate Partnerships
For Canadian entities seeking to access the booming U.S. real estate market or to diversify their global real estate holdings, strategically navigating the complex U.S. partnership tax regulations...
Canada
31 May 2017
5
Federal Budget Briefing 2017
The Honourable Bill Morneau, Minister of Finance (the Minister), tabled the Liberal government's second budget on March 22, 2017 (Budget 2017).
Canada
23 Mar 2017
6
Target Benefit Plans Soon To Be Available For Federally Regulated Employers
The federal government announced yesterday proposed changes to the federal Pension Benefits Standards Act, 1985 (the "PBSA") to permit federally-regulated employers to offer target benefit plans.
Canada
27 Oct 2016
7
Ontario Court Of Appeal Emphasizes Access To Justice Over Concerns Regarding Individual Issues
The Ontario Court of Appeal in Fantl v. Transamerica Life Canada dismissed an appeal of a Divisional Court ruling, confirming the certification of an investor class action for negligent misrepresentation.
Canada
6 Sep 2016
8
No More Kicks At The Discovery Can: Motion To Examine CEO Second Witnesses Denied
The plaintiffs in Fischer allege that the defendant mutual fund managers AIC and CI breached a duty of care and fiduciary duty owed to class members by permitting market timing activity.
Canada
20 Jul 2016
9
Legal And Industry Opposition To U.S. Fiduciary Rule May Be A Harbinger Of Developments In Canada With Proposed Introduction Of Best Interest Standard
In their complaint, the plaintiffs allege that the DOL lacked jurisdiction to make the Fiduciary Rule which they say will harm, rather than protect, retirement investors.
Canada
19 Jul 2016
10
New Canadian Reporting Requirements For Canadian Private Placement Sales
The Canadian Securities Administrators (CSA) recently announced amendments to the exempt distribution trade report requirements that are expected to come into force on June 30, 2016 (Amendments).
Canada
15 Apr 2016
11
OSC Reaches Record No-Contest Settlement With CI Investments
To put the CI award in context, it is the fourth settlement that the OSC has concluded under its no-contest settlement regime, and is by far the largest.
Canada
15 Feb 2016
12
DC SIPPs And ESG Factors – FSCO Investment Guidance Notes Provide Useful Information For Plan Administrators (Part II)
In Part I of this series, I discussed the Financial Services Commission of Ontario's (FSCO) Investment Guidance Note IGN-003 which provides guidance on the preparation of a Statement of Investment Policies and Procedures
Canada
6 Nov 2015
13
Rethinking Plan Design & Funding: Pension Innovation In Canada
Pension plan design possibilities are evolving in various jurisdictions across the country.
Canada
5 Nov 2015
14
DC SIPPs And ESG Factors – FSCO Investment Guidance Notes Provide Useful Information For Plan Administrators (Part I)
As we noted in a previous blog post, effective January 1, 2016 pension plan administrators must file their Statement of Investment Policies and Procedures (SIPP) with the Financial Services Commission of Ontario (FSCO).
Canada
3 Nov 2015
15
Toronto Stock Exchange Announces Amendments To The Company Manual
The Toronto Stock Exchange recently announced the approval of certain amendments to the TSX Company Manual pertaining to Non-Corporate Issuers (including ETPs, Closed-end Funds and Structured Products, each as defined below).
Canada
20 Oct 2015
16
Planning To Annuitize Current Retirees? Fifth Circuit Unambiguously Upholds Verizon's Right To De-Risk
Sometimes you appreciate confirmation that actions – you always thought were permissible – continue to be viable options.
Canada
20 Aug 2015
17
Solvency Reserve Accounts (Part III) – "Oh And One More Thing…Payment Of Benefits And Expenses"
Our comments reflect our initial view that benefit/administration expense payments would only be made out of the SRA if absolutely necessary to meet plan obligations.
Canada
23 Jun 2015
18
Quebec Proposes Pension Funding Reform For Private Sector Plans
The most significant change in Bill 57 is the proposed elimination of the requirement to fund a plan on a solvency basis.
Canada
15 Jun 2015
19
The Dutiful Fiduciary: What's Really Important About The Supreme Court's Tibble Decision
Are there time limits on a participant's ability to challenge imprudent 401(k) investment fund offerings?
Canada
21 May 2015
20
Five Ways The Department Of Labor Could Improve Its Fiduciary Proposal
The U.S. Department of Labor has released its long-awaited re-write of proposed changes to the rules determining who is a fiduciary under ERISA.
Canada
29 Apr 2015
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