June 2007

June 2007

Point of Sale Disclosure for Mutual Funds and Segregated Funds

June, 2007 – June 15, 2007 (TORONTO) - Canadian regulators took an important step today on their proposals for providing investors with improved point of sale disclosure information. The Joint Forum has released for public comment a “Proposed Framework 81-406; Point of sale disclosure for mutual funds and segregated funds.” A key element of the Proposed Framework is a two-page document called “Fund Facts”, which highlights critical information, including performance, risk and cost. This information will be presented to investors when they need it most – before they make a decision to buy a fund.

• Point of Sale Disclosure for Mutual Funds and Segregated Funds News Release
• Point of Sale Disclosure for Mutual Funds and Segregated Funds Backgrounder
• Point of Sale Disclosure for Mutual Funds and Segregated Funds Appendix 1
• Point of Sale Disclosure for Mutual Funds and Segregated Funds Appendix 2
• Point of Sale Disclosure for Mutual Funds and Segregated Funds Appendix 3
• Point of Sale Disclosure for Mutual Funds and Segregated Funds Appendix 4
• Point of Sale Disclosure for Mutual Funds and Segregated Funds Appendix 5