Managed Accounts
- 3 Posts
- 1 Sections
- 1 Types
Finance
Investment
Regulation
Managed Accounts
IIROC
Compliance
Investment Management
Financial Regulation
Explore the essential documentation and regulatory requirements for managed accounts under IIROC guidelines, including agreements, compliance, and best practices.
Finance
Investment
Canadian Securities
Managed Accounts
Fee-Based Investing
Portfolio Management
Discretionary Authority
Canadian Finance
Explore the intricacies of managed fee-based accounts, their characteristics, and the role of licensed portfolio managers in discretionary investment decisions within the Canadian financial landscape.
Finance
Investment
Wealth Management
Managed Accounts
ETF Wraps
Mutual Fund Wraps
Advisor-Managed Accounts
Separately Managed Accounts
Explore the various types of managed fee-based accounts, including ETF wraps, mutual fund wraps, advisor-managed accounts, and separately managed accounts. Understand their customization levels, investment management approaches, and how they cater to different client needs and asset sizes.
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