IDC WIN acquires insurance assets from AFL Groupe Financier
Worldsource Insurance Network Inc. (IDC WIN) has acquired the life and health insurance and segregated fund assets of managing general agency AFL Groupe Financier Inc....
Category : Segregated Funds
FSRA ensures no DSC fees in new segregated fund contracts
by George
FSRA found that the industry is largely in compliance with this new requirement. The findings are based on FSRA’s review of 54 information filings received...
Regulators target fund fee disclosure
by George
Canadian regulators are once against tackling the need for harmonized rules for mutual fund and segregated funds as they focus on fee transparency. The latest...
Insurance regulators start consultation on banning upfront commissions
by George
Insurance regulators are consulting on a potential ban of upfront commissions for segregated funds and individual variable insurance contracts (IVICs). The industry has been awaiting...
CRM2: CSA picks up work on 2016’s investor statement changes
by George
By: Rebecca Cowdery, Donna Spagnolo, Michael Taylor (BLG), Kimberly Poster and Richard Roskies (BLG Beyond AUM Law) After a several years’ hiatus to focus on the client-focused reforms, among...
Are rules governing seg fund sales adequate?
by George
This article appears in the May 2023 issue of Investment Executive. Subscribe to the print edition, read the digital edition or read the articles online....
Top mutual fund performers of 2025
by George
For all the anxiety triggered by U.S. President Donald Trump’s trade policies, the world’s major equity markets delivered double-digit returns in 2025 — almost across...
Manulife shines light on peaks and troughs of latest financials
by George
Agent woes in Asia A steep fall in Manulife’s Asian salesforce was one of the contributing factors to poor sales in the region. The number...
Canadian ETF providers look to capitalize on clean energy theme
by George
Clean energy stocks had electrifying gains in 2020, as did the funds that hold them. Unfortunately, the three Canadian-listed clean energy ETFs missed out on...
Seg funds struggled through another difficult year
by George
Segregated fund families had difficulty earning superior investment returns in both 2022 and 2023. Only CDSPI Advisory Services Inc., the small seg fund family sold...