- Language: English
- 166 Pages
- Published: May 2006
- Region: Global
The Practitioner's Guide to Mutual Funds in Canada
- Published: December 2009
- Region: Global, Canada
- 100 Pages
- ISI Publications
Despite current economic challenges, the latest addition to ISI's Practitioner's Guide series speaks to the strength in the Canadian mutual fund industry. This inaugural edition provides relevant industry information to readers, and includes information on the latest National Instruments, recent taxation issues, and industry regulation changes that impact today's mutual funds in Canada.
Chapter One: Overview of the mutual fund industry
Susan Yellin and Pat Dunwoody, IFIC.
Chapter Two: How to structure and set up a mutual fund
Donna Spagnolo, Partner and Craig Webster, Partner, Borden Ladner Gervais LLP.
Chapter Three: Choosing a service provider
Alex Chapman, Vice-President, Commonwealth Fund Services.
Chapter Four: Continuing obligations of mutual funds and the new continuous disclosure rules
Sean Sadler, Partner and Katarzyna Szybiak, Associate, McCarthy Tetrault LLP.
Chapter Five: Commodity pools
Michael Burns, Partner and Shahen Mirakian, Partner, McMillan LLP.
Chapter Six: Taxation of mutual funds
Laura White, Partner, Borden Ladner Gervais LLP.
Chapter Seven: Conflicts of interest
W. William Woods, Independent review Inc.
Chapter Eight: Managing Fund Mergers
W. William Woods, Independent Review Inc.