Voluntary frameworks
Voluntary industry frameworks and information
PAD information and sample form of PAD/PAC agreement
Published on:
October 29, 2026
Topic:
Business/operations
Provided in:
EN
Voluntary industry frameworks and information
Error corrections and adjustments voluntary industry framework
Published on:
October 29, 2026
Topic:
Business/operations
Provided in:
EN
Voluntary industry frameworks and information
Cybersecurity information
Published on:
October 29, 2026
Topic:
Fraud/scams
Provided in:
EN
Updated August 2026
Voluntary industry frameworks and information
Voluntary industry framework for limitation periods on letters of indemnity (LOIs) and previous‑year adjustments
Published on:
April 15, 2025
Topic:
Business/operations
Provided in:
EN
Voluntary industry frameworks and information
Transfer authorization for registered investments form
Published on:
March 18, 2025
Topic:
Business/operations
Provided in:
EN
Voluntary industry frameworks and information
First 60‑days processing – Voluntary industry framework
Published on:
December 10, 2024
Topic:
Business/operations
Provided in:
EN
Voluntary industry frameworks and information
Account-transfer information
Published on:
April 4, 2024
Topic:
Business/operations
Provided in:
EN
Voluntary industry frameworks and information
Document management information
Published on:
January 5, 2024
Topic:
Business/operations
Provided in:
EN
Voluntary industry frameworks and information
Finance – Comfort letter on the treatment of the tax‑free First Home Savings Account (FHSA) under Parts XVIII and XIX of the Income Tax Act
Published on:
January 26, 2023
Topic:
Taxation
Provided in:
EN
Voluntary industry frameworks and information
DSC waivers due to investors’ financial hardship discussion framework
Published on:
May 15, 2020
Topic:
Client-focused reforms
Provided in:
EN
Voluntary industry frameworks and information
Submission to OECD – Foreign withholding tax treaty-relief submission
Published on:
April 16, 2020
Topic:
Taxation
Provided in:
EN
Voluntary industry frameworks and information
CRA response letter – Advantage rules and promotional incentives
Published on:
April 8, 2020
Topic:
Taxation
Provided in:
EN
Explore SIMA’s 2025 Year in Review
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SIMA events deliver actionable insights on operational challenges, policy initiatives, and strategic opportunities shaping Canada’s investment funds sector.
Thu
5
Nov 2026
Virtual
The future of funds: Tokenization in Canada
Virtual
Members & non-members
Thu, Nov 5, 2026
EN
11:00 AM – 12:00 PM
Join us for a conversation about the opportunities, challenges, and practical considerations of tokenized investment funds in Canada.