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Understanding Your Statements (CRM2)

How Much You Made and What You Paid – FAIR Canada’s Video Series to Explain Your New Annual Statements (CRM2)

CRM2 OverviewCanadian investors will be seeing two new mandatory reports (one on COST and one on PERFORMANCE) from their financial institutions starting July 15th, 2016. This video provides the overview of these reports, with additional videos provided for more in-depth explanations.

CRM2 Charges and Other CompensationExplanation of the new Charges and Other Compensation annual report Canadian investors will receive starting from July 15th, 2016.

CRM2 Investment Performance Report: How to read the new annual Investment Performance Reports required to be delivered to Canadian investors starting from July 15th, 2016.

Money-Weighted versus Time-Weighted Rates of Return: The difference between Money-Weighted and Time-Weighted rates of return.

Benchmarks and your Investment Portfolio: How to evaluate the performance of your investment strategies and portfolios using benchmarks.

Trailing Commissions on Mutual Funds: How mutual trailing commissions work, and the impact of costs on your portfolio over time.

Deferred Sales Charge (DSC) Mutual Funds: How Deferred Sales Charge (DSC) mutual funds work, and why there are costs for selling these investments too early.

 

BC Securities Commission, InvestRight:

Take a Look at Investment Fees

3 Reasons Why You Should Take a Look at Your Investment Fees