Navigating Total Cost Reporting Webinar

October 1, 2025

Register for our webinar on Total Cost Reporting (TCR)

Join us on October 1 at 12:00 p.m. for our “Navigating Total Cost Reporting with Case Scenarios and Expert Insights” webinar. TCR, also known as CRM3, is a new regulatory initiative aimed at enhancing transparency around investment fund costs. Beginning in 2027, client statements will disclose embedded fees associated with mutual funds, exchange-traded funds, and segregated funds.

In the first half of the session, our expert panelists will take you through real-world client scenarios, to deepen your understanding of the new information that will be presented in the annual cost report.

The second half of the webinar will feature an interactive Q&A session with our panelists. Please submit your questions through the registration platform.

Our speakers for the panel are:

• Jon Diebel, Client Executive, CIBC Mellon (moderator)
• Ronald C. Landry, MBA, CPA, CGA, Vice President, Head of Segment Solutions and Canadian ETF Services, CIBC Mellon
• Ravi Ramaswamy, Senior Vice-President, Global Shareholder Services, Franklin Templeton
• Claudio Cipolla, MBA, Director, Practice Management, National Bank Financial

Get ready for the implementation of TCR. Sign up for our webinar today.