Industry News

Beware! Loose lips can violate privacy act

R elated Stories PIPEDA primer: How new privacy act affects advisors SROs issue warning on privacy legislation Putting privacy into practice: A sample consent document Eye on privacy (from the Mid-January edition of Advisor’s Edge) But shortcuts taken in the office for the sake of convenience can mean an advisor is breaking the new privacy […]

By Steven Lamb |May 12, 2004

3 min read

Accountants announce merger plan

(May 11, 2004) The professional associations representing Canada’s chartered accountants (CAs) and certified management accountants (CMAs) are considering a formal merger. If approved, the new body would have 100,000 members, making it one of the largest accounting associations in the world. The national offices of the Canadian Institute of Chartered Accountants (CICA) and CMA Canada […]

By Doug Watt |May 11, 2004

2 min read

Branch managers can be

R elated Stories Compliance check: The sky is the limit The write stuff: How to protect yourself with a proper paper trail Paper trail, know-your-client keys to winning in court Advisor friend or foe? (from the April 2004 edition of Advisor’s Edge) “Some of our members incorrectly assume we mean trade supervision and quite frankly […]

By Steven Lamb |May 11, 2004

4 min read

Briefly:

(May 14, 2004) Transamerica Life Canada has announced “enhancements” to its ProtectorPlus permanent life insurance, including lower premiums and guaranteed cash values. The plan can also be converted to universal life if clients want to add tax-sheltered investments. “In most cases, if clients can no longer afford the premiums on a T-100 policy it will […]

By Staff |May 10, 2004

7 min read