Securities

Mutual fund fees research - Data confidentiality

Working on behalf of the Canadian Securities Administrators (CSA), independent third party research is now underway to assess the impact of commissions and embedded fees on mutual fund flows in Canada. Several mutual fund managers solicited expressed concern over the security and confidentiality of the data delivered in response to this research.

To address these concerns, the CSA recently sent participants a cover letter This link will open in a new window and a confidentiality undertaking This link will open in a new window, both of which are available on the CSA website.