Latest Publications


OSFI Issues Guidance on When a Limited Partnership Meets Definition of “Pooled Fund” or “Mutual Fund”

The Office of the Superintendent of Financial Institutions has posted guidance (the Guideline) on the question of whether a fund established as a limited partnership by a corporation meets the definition of “pooled fund” or...more

5/28/2014 - Canada Limited Partnerships Mutual Funds OSFI Pension Benefits Act Plan Administrators Pooled Investment Vehicles

Differentiating Pension Issues: TBPs vs. CPP

We noticed last week after the federal government’s welcome announcement to commence a consultation process on target benefit plans (TBPs) that much of the media coverage and discussion focussed on the Canada Pension Plan...more

4/30/2014 - Canada Defined Benefit Plans Defined Contribution Plans Employee Benefits Pensions

Practical Issues in Pension Fund Investing – Execution of Subscription Agreements

There is a famous phrase which is particularly apt in the area of pension fund investing – “the devil is in the details”. This is the first in a series on practical issues that arise in connection with investments by Canadian...more

4/7/2014 - Canada Pensions

Amendment to the 10% Rule for Ontario-Registered Plans Now in Force

We had reported a few weeks ago that the Ontario Government had posted for public consultation a proposed exemption to the 10% rule. The 10% rule limits the percentage of plan assets that can be invested in, or loaned to, any...more

3/12/2014 - Canada Investment Portfolios Pension Benefits Act Pensions

Ontario Government Posts Proposed Amendment to the 10% Rule for Consultation

The Ontario government has posted for public consultation a proposed exemption to the 10% rule which applies to investments of Ontario pension plans. Comments are due by February 18, 2014....more

2/7/2014 - Canada Pensions

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