InvestorPOS launches CRM2 compliant module for Fund Facts delivery platform

InvestorPOS is pleased to announce the release of version 3.0 of our Fund Facts delivery platform. InvestorPOS now offers full support for CRM2 fee disclosure to meet the CSA deadline of July 15, 2014. CSA’s amendment to National Instrument 31-103 now requires advisors to provide oral or written pre-trade disclosure of all charges paid by clients when buying or selling a security (including DSC and trailing commissions).

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