CSA: Request Underway to Investment Fund Managers for Mutual Fund Fees Data

REQUEST UNDERWAY TO INVESTMENT FUND MANAGERS FOR MUTUAL FUND FEES DATA

Working on behalf of the Canadian Securities Administrators (CSA), independent third party research is now underway to assess the impact of commissions and embedded fees on mutual fund flows. Requests have been sent to all Investment Fund Managers offering public mutual funds across Canada for data, which will inform the CSA's examination of the current mutual fund fee structure.

A copy of the CSA Letter to Investment Fund Managers and Mutual Fund Fees Research Data Request is published on our website http://www.osc.gov.on.ca.

The researcher signed a Confidentiality Undertaking which was delivered with a CSA Letter to Investment Fund Managers.