Client Relationship Model 2 (CRM2)

Client Relationship Model 2 (CRM2)

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CRM2 is an industry-wide regulations that inprove how the finacial industry reports and discloses information to investors.

This is a positive change for our industry and RBC Dominion Securities strongly support the changes.  CRM2 builds on our committment of continued transparency for clients.  Part of hleping your achieve your finacial goals is ensuring you are informed of the details of your accounts.

You will receive two new reports starting in 2017 for all investment accounts - an annual charges and compensation report showing a detailed list of account fees and an annual investment performance report to provide details on how the account is performing using a money weighted rate of return.

If you have any questions about how the changes will affect you or about the costs and performance of your account, please contact me to discuss.