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Franklin Templeton Investments' Dealer Newsletter -- Insight (Winter Edition)
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Please see attached for the Winter 2015 issue of Franklin Templeton’s dealer newsletter, Insight.

 

Highlights from this season’s issue are: 

·         Fund Launch – Franklin Mutual European Fund

·         Regulatory Updates

o   The Changing Landscape of Client Reporting

o   Point of Sale – Stage 3 is Just Around the Corner

o   Federal Budget 2015 – Decreased Minimum RRIF Payments

·         Service Tips

o   EPA – Knowing When Paper is Required

o   ICT Redemptions for Series O/R Funds – Always Excluded from N$M

 

o   Banking Information: Tell Us How We Can Improve


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Insight - Winter 2015 (English).pdf104.01 KBapplication/pdf