Navigating Total Cost Reporting Webinar
1 octobre 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.