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Yorkville Fund Fact Sheets for CRM-2 Requirements

The Canadian Securities Administrators have implemented amendments to mutual fund prospectus disclosure rules for pre-sale delivery of Fund Facts. Under the amendments, the most recently filed Fund Facts will have to be delivered to a purchaser before a dealer accepts an instruction for purchase. This delivery requirement will apply to all initial purchases, including both full service accounts and order execution-only accounts.

Advisors can click the link here to access all Yorkville Fund Fact Sheets and print the appropriate documents as required.

 

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