S Y M P O S I U M
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P R O G R A M
THE FULL MONTY: TOTAL COST DISCLOSURE Many years after implementing enhanced disclosure under CRM2, the Canadian Securities Administrators and the Canadian Council of Insurance Regulators have joined forces and are proposing total cost reporting disclosure for investment funds and segregated funds – known as CRM3. What are the behavioural principles involved in communicating total cost disclosures in relation to the value of advice and building trust with clients? The information overload and aversion to fees can be incredibly confusing to clients. How can advisors and firms design communications to get it right? We’ll also delve into day-to-day tactics that advisors can take to support their clients. This panel will explore how total cost reporting can be best achieved while also ensuring that the new regulatory requirements focus on the client experience.
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