Canadian regulators have introduced new requirements for providing fee information and reporting about investment performance, which apply to the firms directly supervised by the Canadian Securities Administrators (CSA). Many of these changes will make it mandatory that firms and advisors adapt and become compliant.

Here’s what Croesus has done to help clients be ready.

Performance Report

Performance Report

Add value to your client relationships by learning about the differences between time- and money-weighted performance calculation methods that will be applied to all Croesus reports.

Access an example of the new performance report and view the information that is available to advisors and clients.

Access the factsheet

View an example report

Fees Report

Fees Report

Use the powerful customization feature to generate a CRM2 compliant report and leverage all transactions received from your custody system. Note that fees not captured by the system, such as trailer fees, will not be reflected within the report.

Access the step-by-step guide

New Flags in Reports

New Flags in Reports

Discover how prices deemed “not determinable” and book values estimated using market prices will be identified in reports and how to pinpoint these flagged changes.

Access the factsheet