{"id":2318,"date":"2022-12-26T15:45:00","date_gmt":"2022-12-26T15:45:00","guid":{"rendered":"http:\/\/localhost:10018\/csa-notice-and-request-for-comment-proposed-ammendments-and-proposed-changes-to-implement-an-access-based-model-for-investment-fund-reporting-issuers\/"},"modified":"2023-03-17T20:03:35","modified_gmt":"2023-03-17T20:03:35","slug":"csa-notice-and-request-for-comment-proposed-ammendments-and-proposed-changes-to-implement-an-access-based-model-for-investment-fund-reporting-issuers","status":"publish","type":"post","link":"https:\/\/cfacanada.org\/fr\/csa-notice-and-request-for-comment-proposed-ammendments-and-proposed-changes-to-implement-an-access-based-model-for-investment-fund-reporting-issuers\/","title":{"rendered":"CSA – Notice and Request for Comment – Proposed Ammendments and Proposed Changes to Implement an Access-Based Model for Investment Fund Reporting Issuers"},"content":{"rendered":"
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CSA – Notice and Request for Comment – Proposed Ammendments and Proposed Changes to Implement an Access-Based Model for Investment Fund Reporting Issuers<\/h1>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n\n\n\n\n\n

T\u00e9l\u00e9charger le PDF :<\/h2>\n\n\n\n

CSA – Notice and Request for Comment – Proposed Ammendments and Proposed Changes to Implement an Access-Based Model for Investment Fund Reporting Issuers<\/a><\/p>\n\n\n\n

<\/div>\n\n\n\n

<\/p>\n\n\n\n

R\u00e9sum\u00e9 de la lettre :<\/h2>\n\n\n\n

Les modifications propos\u00e9es \u00e0 divers instruments nationaux offriraient aux fonds d’investissement qui sont des \u00e9metteurs assujettis une alternative \u00e0 la livraison des \u00e9tats financiers et des rapports de gestion sur les performances du fonds aux d\u00e9tenteurs de parts. L’objectif de ces modifications est de moderniser la m\u00e9thode par laquelle ces documents sont mis \u00e0 la disposition des investisseurs et de remplacer la livraison par l’obligation d’afficher les documents sur un site Web d\u00e9sign\u00e9, de publier, de d\u00e9poser sur SEDAR et d’afficher un communiqu\u00e9 de presse annon\u00e7ant la disponibilit\u00e9 des documents, ainsi que par l’obligation de livrer les documents sur demande ou selon des instructions permanentes. Les fonds d’\u00e9metteurs assujettis n’auraient plus \u00e0 envoyer un rappel annuel ou un avis annuel pour se fonder sur les instructions permanentes concernant la remise des \u00e9tats financiers. Les investisseurs pourraient toujours demander ou donner des instructions permanentes pour recevoir les documents en format papier ou \u00e9lectronique.<\/p>\n\n\n\n

<\/p>\n\n\n\n

Aper\u00e7u des commentaires du Conseil :<\/h2>\n\n\n\n

Le Conseil est g\u00e9n\u00e9ralement favorable au mod\u00e8le propos\u00e9, fond\u00e9 sur l’acc\u00e8s, comme solution de rechange \u00e0 la transmission des \u00e9tats financiers et des rapports de gestion sur le rendement des fonds pour les \u00e9metteurs assujettis de fonds d’investissement. N\u00e9anmoins, nous pensons que les investisseurs des fonds d’investissement devraient \u00eatre avertis de la publication et de la disponibilit\u00e9 des documents d\u00e9sign\u00e9s, soit par des avis p\u00e9riodiques, soit par une nouvelle fonctionnalit\u00e9 de SEDAR+.<\/p>\n\n\n\n

Nos principaux commentaires sont r\u00e9sum\u00e9s ci-dessous :<\/p>\n\n\n\n

    \n
  • Nous sommes d’accord avec le fait que les d\u00e9tenteurs de titres devraient continuer \u00e0 \u00eatre autoris\u00e9s \u00e0 donner des instructions permanentes pour recevoir des copies papier.<\/li>\n\n\n\n
  • Nous convenons \u00e9galement que les avantages pour les d\u00e9tenteurs de titres de pouvoir donner des instructions permanentes pour recevoir des copies \u00e9lectroniques sont importants par rapport aux co\u00fbts. Cette initiative peut permettre de r\u00e9aliser d’importantes \u00e9conomies.<\/li>\n<\/ul>\n\n\n\n

    \u00c0 notre avis, il est peu probable que les investisseurs de d\u00e9tail surveillent les communiqu\u00e9s de presse sur les fonds qui les int\u00e9ressent ou qu’ils consultent fr\u00e9quemment le site web d\u00e9sign\u00e9 pour s’informer de la disponibilit\u00e9 de nouveaux documents.<\/p>\n\n\n\n

      \n
    • Nous pensons que SEDAR+ devrait inclure des am\u00e9liorations permettant de s’abonner \u00e0 des alertes pour les nouveaux d\u00e9p\u00f4ts et devrait permettre un acc\u00e8s facile aux documents.<\/li>\n\n\n\n
    • Nous pensons que le communiqu\u00e9 de presse devrait inclure un hyperlien vers les documents sur le site Web d\u00e9sign\u00e9 et un lien direct vers les documents disponibles dans SEDAR+. Le site Web d\u00e9sign\u00e9 et la page principale de l’\u00e9metteur sur SEDAR+ devraient se renvoyer l’un \u00e0 l’autre.<\/li>\n\n\n\n
    • En ce qui concerne le site Web d\u00e9sign\u00e9, nous pensons que les meilleures pratiques consisteraient \u00e0 respecter les lignes directrices f\u00e9d\u00e9rales et provinciales applicables en mati\u00e8re d’accessibilit\u00e9.<\/li>\n\n\n\n
    • Nous pensons \u00e9galement que les documents d\u00e9sign\u00e9s devraient \u00eatre affich\u00e9s sur le site Web d\u00e9sign\u00e9 pendant une p\u00e9riode raisonnable \u00e0 des fins de comparaison.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

      T\u00e9l\u00e9charger le PDF : CSA – Notice and Request for Comment – Proposed Ammendments and Proposed Changes to Implement an Access-Based Model for Investment Fund Reporting Issuers R\u00e9sum\u00e9 de la lettre : Les modifications propos\u00e9es \u00e0 divers instruments nationaux offriraient aux fonds d’investissement qui sont des \u00e9metteurs assujettis une alternative \u00e0 la livraison des \u00e9tats […]<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[109],"tags":[],"class_list":["post-2318","post","type-post","status-publish","format-standard","hentry","category-csa-fr"],"acf":[],"featured_image_src":null,"author_info":{"display_name":"clloyd@cfacanada.org","author_link":"https:\/\/cfacanada.org\/fr\/author\/clloydcfacanada-org\/"},"yoast_head":"\nCSA - Notice and Request for Comment - 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