Name
Seg fund market conduct reforms
Description

New CCIR/CISRO market conduct requirements for segregated funds distribution are on the horizon including needs assessment, KYC, KYP and conflicts of interest.  This session will discuss key considerations for compliance as the industry heads toward implementation of the new requirements.

 

Speakers
Hande Bilhan, Principal of Regulatory Affairs, Primerica
Grant Spears, AVP, Risk & Compliance, Canada Life
Date & Time
Friday, May 16, 2025, 10:20 AM - 11:05 AM