July 16, 2015 - Investor Advisory Panel - Agenda
INVESTOR ADVISORY PANEL
MEETING AGENDA
| Meeting Date: |
Thursday, July 16, 2015, 9:30 am – 11:00 am |
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| Location: |
Meeting held via conference call |
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| Members: |
Ursula Menke (Chair), Connie Craddock, Letty Dewar, Harold Geller, Ken Kivenko, |
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| Invitees: |
Caroline Cakebread, IAP Consultant |
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| TIME | AGENDA ITEMS | PRESENTERS |
| 9:30 – 9:40 | 1. Chair’s remarks | Ursula Menke |
| 9:40 – 9:55 | 2. Initial Consultation Document by the Expert Committee on Financial Advisory and Financial Planning Policy Alternatives - attachment | All Members |
| 9:55 – 10:10 | 3. Ministry of Finance Consultation Paper – Review of Mandates - attachment | All Members |
| 10:10 – 10:25 | 4. CSA Notice and Request for Comment – Mandating a Summary Disclosure Document for Exchange-Traded Mutual Funds and Its Delivery - attachment | All Members |
| 10:25 – 10:40 | 5. IAP Seniors Agenda | All Members |
| 10:40 – 10:55 | 6. IIROC Notice – Request for Comment on Strategic Issues - attachment | All Members |
| 10:55 – 11:00 | 7. Other business | All Members |
| FUTURE MEETINGS: | ||
| Thursday, September 17, 2015: 9:30am – 1:30 pm Thursday, October 15, 2015: 9:30am – 1:30 pm |
Thursday, November 19, 2015: 9:30am – 1:30 pm Thursday, December 17, 2015: 9:30 am –1:30 pm |
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