July 30, 2012 - Investor Advisory Panel - Agenda
AGENDA
Investor Advisory Panel Meeting
Monday, July 30, 2012
3:00 pm – 5:00 pm
By Teleconference
| MEMBERS: | Anita Anand, Chair Nancy Averill Paul Bates Stan Buell Lincoln Caylor Steven Garmaise Michael Wissell |
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| INVITEES: | Allan Krystie, Senior Administrator (secretary to the meeting) Chava Schwebel, IAP Research Assistant |
1. Introduction (Anita Anand).
2. RFP research strategy (Anita Anand and Nancy Averill).
3. National Instrument 31-103 Cost Disclosure and Performance Reporting submission (Steven Garmaise).
4. Annual Report (Anita Anand).
5. National Instrument 81-101 Point of Sale for Disclosure for Mutual Funds submission (Paul Bates).
6. Other Business (Anita Anand).