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This document outlines the necessary disclosure requirements for mutual fund simplified prospectuses, emphasizing clarity and compliance with National Instrument 81-101, including general and fund-specific information.
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National Instrument 81-101 is a regulation in Canada that establishes the requirements for mutual funds and their sales communications, ensuring that investors receive clear and accurate information.
Mutual fund issuers and those that distribute investment funds are required to file under National Instrument 81-101.
Filling out National Instrument 81-101 involves providing specific information about the mutual fund in prescribed formats, including offering documents and annual updates. Detailed guidance is usually provided in the official document.
The purpose of National Instrument 81-101 is to ensure that mutual fund investors receive comprehensive, transparent, and comparable information, enabling informed investment decisions.
Required information includes fund objectives, risk factors, performance data, fee structure, and other relevant operational details of the mutual fund.
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