Client Focused Reforms: Answering your Frequently Asked Questions

The Canadian Securities’ Commission’s Client Focused Reforms (CFRs) are set to come into effect on December 31st, 2021. Though the CFRs are largely principles-based, the updated regulation also calls out concrete specifics in terms of new requirements from both advisors and firms to meet the new standard.

In this FAQ, we look at:
  • What is CFR?
  • How CFR will impact firms and advisors
  • Know your client (KYC) regulations aren’t new—what’s different this time?
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