STRATEGY INSTITUTE | Executive Education

Careers | Contact

Conference Overview:

Benefits and Opportunities

Sponsorship:

How to become a Sponsor

Speaking:

How to become a Speaker

Premium Platinum Sponsor:

Silver Sponsors:

Mutual Fund Point of Sale Strategies | Conference Home page

Point of Sale disclosure is going ahead. Learn how YOU should prepare for the rule NOW

With changes in financial regulation imminent, you are obligated to be ready. Don’t miss this early opportunity to meet and discuss how best to manage these changes.

Your first step: Attending this conference!

Hear from these 4 Regulators:

1. Ontario Securities Commission
2. Manitoba Securities Commission

3. Autorite des Marches Financiers
4. British Columbia Securities Commission

Source strategies from these 10 leaders:

1. IFIC
2. HighView Asset Management
3. Invesco Trimark
4. Jovian Capital
5. Small Investor Protection Association

6. Miller Thomson
7. Sutton Boyce Gilkes
8. Aylesworth
9. Investor Economics
10. FAIR Canada

Emulate their success and learn from their experience. Save time and money and reduce risk. Establish your organization as the next leader!

This is the first conference of its kind. Don’t miss this important opportunity; register now, as this event is sure to sell out!

Source critical information to optimize your knowledge and
compliance obligations in 7 key areas:

1. Hear the latest regulatory update
2. Understand Point of Sale in the international context
3. Know how to meet your product arbitrage challenges
4. Determine how fee disclosure can be structured
5. New ideas in meeting delivery and compliance obligations
6. Understand how cancellation and rescission rights will work
7. Hear solutions to the risk classification problem

Take away 6 ADDITIONAL benefits from this exclusive event:

1. Regulator updates
2. Extended networking opportunities
3. Extensive Q&As

4. Group discounts
5. Special brainstorming session
6. Complete binder of materials

Take this opportunity to see how your colleagues are preparing; share your experiences and exchange ideas and strategies! If you want to meet with your peers in the field and form valuable alliances, this is your best opportunity this year.

Don’t miss your chance to participate in these critical discussions and to network with the leaders in this changing field. Register for our limited spaces by calling 1-866-298-9343 or emailing registrations@strategyinstitute.com today.

Privacy Policy:

We collect personally identifiable information, like names, postal addresses, email addresses, etc., when voluntarily submitted by our visitors. Your personally identifiable information is kept secure. Only authorized employees, agents and contractors (who have agreed to keep information secure and confidential) have access to this information. All emails and newsletters from this site allow you to opt out of further mailings.