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Searching Content indexed under Wealth Management by Norton Rose Fulbright Canada LLP ordered by Published Date Descending.
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Varying Wills Under BC Law – Your Word May Not Be The Last Word - June 2019
For the purpose of these provisions, spouses include married, common law and same sex spouses and children includes both minor and adult children.
Canada
24 Jun 2019
2
Trust Basics - June 2019
The terms of an inter vivos trust are usually set out in a document signed by the settlor.
Canada
24 Jun 2019
3
The Role Of An Executor In Administering An Estate
Although many consider it an honour to be asked to act as an executor, the responsibilities involved can be complex and time consuming.
Canada
24 Jun 2019
4
Powers Of Attorney For Property And Personal Care
A Power of Attorney is a document you can sign to authorize one or more persons to make decisions for you concerning your assets and financial affairs.
Canada
21 Jun 2019
5
CSA Releases Guidance Regarding Exempt Distributions Filings Involving Fully Managed Accounts
Therefore there is no requirement to pay a fee in any of these jurisdictions as a function of the location of the beneficial owner of a fully managed account.
Canada
15 Mar 2019
6
Asset And Wealth Management M&A Activities In 2018 And Beyond
Merger and acquisition activities in 2018 in the asset and wealth management sector logged a total of 140 deals, up 5% from last year.
Canada
8 Mar 2019
7
Know Your Worth: Should You Disclose Undisclosed Intangibles On Financial Statements?
Intangible assets are the non-monetary, non-physical assets of a business, including its rights, goodwill, overarching brand, and other intellectual property (IP) ...
Canada
28 Feb 2019
8
Re Fauth: A Primer On Ss. 75(1)(A), 92(4.1) And 93(B) Of Alberta's Securities Act
The Alberta Securities Commission (ASC) recently released its decision in the matter of Re Fauth, finding the respondent, Vernon Ray Fauth (Fauth),
Canada
26 Nov 2018
9
Does Offshore Banking Confidentiality Hold Up In Canadian Courts?
The April 2016 "Panama Papers" leak highlighted the attraction for transnational actors of the confidentiality available in certain offshore financial centres.
Canada
3 May 2017
10
CSA Releases Consultation Paper On Banning Embedded Commissions In Investment Funds
These include creating conflicts of interest, limiting investor awareness of dealer compensation costs as well as distorting incentives for dealers.
Canada
19 Jan 2017
11
Should You Be Considering An Estate Freeze?
Do you own assets that are growing in value, such as shares in a privately held company, a portfolio of investments or land? If so, you may be able to arrange your affairs...
Canada
23 Dec 2016
12
Powers Of Attorney And Health Care Representations Agreements
A Power of Attorney is a document you can sign to authorize one or more persons to make decisions for you concerning your assets and financial affairs.
Canada
22 Dec 2016
13
OSC Releases Proposals Regarding Retail Alternative Funds
The CSA has also proposed changes to NI 81-102 that will affect conventional mutual funds and non-redeemable investment funds.
Canada
27 Sep 2016
14
FATCA Update: IRS Changes Offshore Asset Voluntary Disclosure Programs
The IRS announced changes to two programs established to bring taxpayers into compliance with reporting and payment obligations related to offshore assets.
Canada
24 Jun 2014
15
Update On Testamentary Trusts
As part of a crackdown on planning using testamentary trusts to obtain the benefit of multiple graduated tax rates, the Federal Government recently enacted a number of amendments to the Income Tax Act.
Canada
15 Oct 2013
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