Proposed changes to securities regulations to enhance protections of older adults and vulnerable clients. Part 1: Trusted Contact Person
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In March the Canadian Securities Administrators (CSA) published proposed amendments to enhance protections of older adults and vulnerable clients. These new proposed amendments initially had a comment period of 90 days. Due to the COVID-19 pandemic this comment period has been extended to July 20. In this post and a following post next week we’ll highlight two aspects of the proposed amendments – trusted contact person and temporary holds.