About the webinar
The investment and wealth management industry in Canada is undergoing a period of important transformation. Keeping in mind changing investor demographics, the availability of new digital tools, and an influx of new players, the Canadian Securities Administration (CSA) has published the Client Focused Reforms (CFRs) to ensure the interest of clients gets prioritized. Ranging from changes to KYC requirements to suitability determination obligations, the CFRs will have major implications on investment and wealth management firms, both from the perspective of business processes and technology.
Join Adastra as we review the upcoming reforms and their impending regulatory and technological impacts. Learn how to accelerate your implementation to meet the December 31, 2021 deadline.