Explore the essential documentation and regulatory requirements for managed accounts under IIROC guidelines, including agreements, compliance, and best practices.
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.
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.
