Meeting Details
Date: Tuesday, September 28, 2021
Time: 2:30 PM EDT / 11:30 AM PDT
Law Firm Host: Osler, Hoskin & Harcourt LLP
Location: Live webcast (Registration Required)
Meeting Materials
Summary of previous meeting – June 2, 2021
CON Q&A – September 2021
CON CFR Q&A – September 2021
Presentations
- Securities Matters – Presented by Lori Stein, Partner, Osler
- OSC’s CRR Annual Summary Report for Dealers, Advisers and Investment Fund Managers
- Introduction to Crypto and digital assets
- Tax Matters – Presented by Matias Milet, Partner, and Emily Gilmour, Associate, Osler
- FATCA and CRS new guidance
- Know Your Product refresher session – Presented by Asad Akhtar, Associate, Osler
- FINTRAC/AML update – Presented by Elizabeth Sale, Partner, and Haley Adams, Associate, Osler
- Quebec Bill 96 (French language law) – What firms with operations in Quebec need to know – Presented by Alexandre Fallon, Partner, Osler