Insights, Archived


Research, white papers and articles

Bourse de Montréal (MX): Client and Order Identifiers
Charlene Fong Charlene Fong

Bourse de Montréal (MX): Client and Order Identifiers

Rule Overview, Current State vs Proposed Future State, Requirement to Report Client Information on the Business Date the First Order is Transmitted, Requirement to Identify Sponsored Access and Algorithmic Orders on Order Entry & Requirement for Corrections

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Canada Deposit Insurance Corporation (CDIC)
Charlene Fong Charlene Fong

Canada Deposit Insurance Corporation (CDIC)

CDIC Purpose and Eligible Depositors, Eligible Products for CDIC Deposit Insurance, Coverage and Categories, CDIC Differential Premiums System (DPS) Overview, Upcoming Changes to Modernize and Improve the Effectiveness of the DPS, New Differential Premiums System (DPS) Scorecard.

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OSFI Guideline B-15 on Climate Risk Management
Charlene Fong Charlene Fong

OSFI Guideline B-15 on Climate Risk Management

Guideline Overview, Governance and Risk Management Expectations, Climate-Related Financial Disclosure Expectations, Regulatory Timelines, Minimum Mandatory Climate-Related Financial Disclosure Expectations

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