BoC warns about emails that aren’t from the bank
The BoC is issuing a warning about email and social media scams that are claiming to come from the bank. Canada’s central bank says the scams are using its logos and letterhead without [...]
Have U.S. Ties, Beware of FACTA
American taxpayers must file annual tax returns on worldwide income and disclose their accounts or other interests in foreign entities held outside of U.S. The U.S. differs from Canada in that [...]
Segregated Funds Reporting Excluded from most Dealer Client Statements
What you need to know Clients who hold segregated fund investments will no longer see any related trades or transactions reported on their Mutual Fund Dealer statements for Q4 2015. The Client [...]