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Fund mergers and closures | How to extract your list of impacted clients

August 28, 2020

To follow up on the news entitled Launch of new segregated funds and notice of fund mergers and closures, we have prepared a visual aid to help you find and generate your list of clients impacted by the fund mergers and closures effective on November 20.

Important details regarding fund mergers and closures, as well as the September 17 letter to clients affected by the changes, are contained in the Toolbox in the news above. Check it out now if you have not already done so!

 

Topic : Investments

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