Self-Serve Portal

81-101 - Mutual Fund Prospectus Disclosure

Current Instruments

Category
8 - Mutual Funds
No Document Type Publication Date
81-101 National Instrument (Consolidated up to 9 June 2023) National Instrument
81-101 Companion Policy (Consolidated up to 9 June 2023) Companion Policy

Related Documents

No Document Type Publication Date
81-336 CSA Staff Notice 81-336 - Guidance on Crypto Asset Investment Funds that are Reporting Issuers CSA Notice
81-105 Multilateral CSA Notice of Amendments to National Instrument 81-105 Mutual Fund Sales Practices CSA Notice
51-102 CSA Notice and Request for Comment – Proposed Amendments to National Instrument 51-102 Continuous Disclosure Obligations and Other Amendments and Changes CSA Notice
81-105 CSA Notice of Amendments to NI 81-105 and Related Consequential Amendments Prohibition of Mutual Fund Trailing Commissions CSA Notice
81-508 Blanket Order 81-508 - Extension of Certain Filing, Delivery and Prospectus Renewal Requirements of Investment Funds with Deadlines During the Period from 2 June to 30 September 2020 Blanket Order
81-507 Blanket Order 81-507 - Temporary Exemption from Borrowing Limit to Accommodate Redemption Requests of Mutual Funds Investing in Fixed Income Securities Blanket Order
81-506 Blanket Order 81-506 – Extension of Certain Filing, Delivery and Prospectus Renewal Requirements of Investment Funds Blanket Order
21-505 Blanket Order 21-505 - Exemptions from Certain Requirements of Securities Legislation For Issuers Whose Securities Are Listed On The Aequitas Neo Exchange Inc. Blanket Order
81-321 CSA Staff Notice 81-321 - Early Use of the Fund Facts to Satisfy Prospectus Delivery Requirements CSA Notice
81-319 CSA Staff Notice 81-319 - Status Report on the implementation of Point of Sale Disclosure for Mutual Funds CSA Notice

Request for Comment

CSA Notice and Request for Comment - Proposed Amendments to Relevant National Instruments for Continuous Disclosure Modernization for Investment Funds

Please address your comments to the Financial and Consumer Services Commission (New Brunswick) and submit it in writing on or before January 17, 2025.

How to Contact

Please delivery your comments only to the addresses below. Your comments will be forwarded to the remaining CSA member Jurisdictions: 

The Secretary
Ontario Securities Commission
20 Queen Street West
22nd Floor 
Toronto, Ontario M5H 3S8
Email: comments@osc.gov.on.ca

Me Philippe Lebel
Corporate Secretary and Executive Director, Legal Affairs
Autorité des marchés financiers
Place de la Cité, tour PwC
2640, boulevard Laurier, bureau 400
Québec (Québec) G1V 5C1
Email: consultation-en-cours@lautorite.qc.ca

 
CSA Notice and Request for Comment - Modernization of the Continuous Disclosure Regime for Investment Funds.pdf
Comment Period Opened
19 Sep 2024 to 17 Jan 2025
 Submit a Comment Online

History

No Document Type Publication Date
81-101 CSA Notice and Request for Comment - Proposed Amendments to Relevant National Instruments for Continuous Disclosure Modernization for Investment Funds CSA Notice
81-101 CSA Notice and Request for Comment - Proposed Amendments to Relevant National Instruments for Venture Issuer Definition and Majority Voting CSA Notice
81-101 Amendments to NI 81-101 (effective 9 June 2023, arising from NI 13-103) Amendments to Instrument
81-101 Changes to 81-101CP (effective 9 June 2023, arising from NI 13-103) Changes to Companion Policy
81-101 Ministerial Consent Ministerial Consent
81-101 CSA Notice of National Instrument 13-103 System for Electronic Data Analysis and Retrieval + (SEDAR+) and Consequential Amendments CSA Notice
81-101 CSA Notice and Request for Comment – Proposed Amendments and Proposed Changes to Implement an Access-Based Model for Investment Fund Reporting Issuers CSA Notice
81-101 Companion Policy (Consolidated up to 1 June 2022) Companion Policy
81-101 National Instrument (Consolidated up to 1 June 2022) National Instrument
81-101 Local Amendments to NI 81-101 Amendments to Instrument
81-101 Local Changes to Companion Policy 81-101CP Changes to Companion Policy
81-101 Changes to Companion Policy 81-101CP Changes to Companion Policy
81-101 Ministerial Consent Ministerial Consent
81-101 CSA Notice and Request for Comment - Proposed Amendments to NI 41-101 and NI 81-101 - Modernization of the Prospectus Filing Model for Investment Funds and Consultation Paper on a Base Shelf Prospectus Filing Model for Investment Funds CSA Notice and Consultation Paper
81-101 National Instrument (Consolidated up to 6 January 2022) National Instrument
81-101 Companion Policy (Consolidated up to 6 January 2022) Companion Policy
81-101 Amendment Instrument to NI 81-101 (WS 2) Amendments to Instrument
81-101 Changes to 81-101CP (WS 2) Changes to Companion Policy
81-101 Amendment to Instrument NI 81-101 (WS 1) Amendments to Instrument
81-101 Changes to 81-101CP (WS 1) Changes to Companion Policy
81-101 National Instrument (Consolidated up to 5 January 2022) National Instrument
81-101 Amendment to Instrument to NI 81-101 (WS 8) Amendments to Instrument
81-101 Amendment Instrument to NI 81-101 (WS 4) Amendments to Instrument
81-101 Ministerial Consent Ministerial Consent
NI 81-101 CSA Notice of Amendments – Reducing Regulatory Burden for Investment Fund Issuers – Phase 2, Stage 1 CSA Notice
81-101 National Instrument (Consolidated up to 31 December 2020) National Instrument
81-101 Amendments to NI 81-101 Amendments to Instrument
81-101 Ministerial Consent Ministerial Consent
81-101 Multilateral CSA Notice of Amendments to NI 81-105 Mutual Fund Sales Practices CSA Notice
81-101 CSA Notice and Request for Comment Reducing Regulatory Burden for Investment Fund Issuers - Phase 2, Stage 1 CSA Notice
81-101 CSA Notice and Request for Comment Proposed National Systems Renewal Program Rule and Related Amendments CSA Notice
81-101 National Instrument (consolidated up to 3 January 2019) National Instrument
81-101 Amendment Instrument to NI 81-101 Amendments to Instrument
81-101 Ministerial Consent Ministerial Consent
81-101 CSA Notice of Amendments Modernization of Investment Fund Product Regulation – Alternative Mutual Funds CSA Notice
81-101 CSA Notice and Request for Comment Proposed Amendments to NI 81-105 Mutual Fund Sales Practices and Related Consequential Amendments CSA Notice
81-101 Amendment Instrument to NI 81-101 Amendments to Instrument
81-101 Changes to 81-101CP Changes to Companion Policy
81-101 Companion Policy (Consolidated up to 8 March 2017) Companion Policy
81-101 National Instrument (Consolidated up to 8 March 2017) National Instrument
81-101 Ministerial Consent Ministerial Consent
81-101 CSA Notice of Amendments to NI 81-102 and consequential amendments CSA Notice
81-101 CSA Notice and Request for Comment Modernization of Investment Fund Product Regulation – Alternative Funds CSA Notice
81-101 CSA Notice and Request for Comment CSA Mutual Fund Risk Classification Methodology For Use in Fund Facts and ETF Facts Proposed Amendments to NI 81-102 Investment Funds and Related Consequential Amendments CSA Notice
81-101 Amendment Instrument to NI 81-101 Amendments to Instrument
81-101 National Instrument (Consolidated up to 17 November 2015) National Instrument
81-101 Ministerial Consent Ministerial Consent
81-101 CSA Notice of Amendments Related to the Recognition of Aequitas NEO Exchange Inc. CSA Notice
81-101 Amendment Instrument to NI 81-101 Amendments to Instrument
81-101 Changes to 81-101CP Changes to Companion Policy
81-101 National Instrument (Consolidated up to 11 March 2015) National Instrument
81-101 Companion Policy (Consolidated up to 11 March 2015) Companion Policy
81-101 Ministerial Consent Ministerial Consent
81-101 CSA Notice and Request for Comment - Proposed Amendments to Certain National and Multilateral Instruments and Policies Related to the Recognition of Aequitas Neo Exchange Inc. CSA Notice
81-101 Implementation of the Final Stage of Point of Sale Disclosure for Mutual Funds: Pre-Sale Delivery of Fund Facts - CSA Notice of Amendments to NI 81-101 and Changes to 81-101CP CSA Notice
81-101 Amendments to NI 81-101 Amendments to Instrument
81-101 National Instrument (Consolidated up to 22 September 2014) National Instrument
81-101 Ministerial Consent Ministerial Consent
81-101 CSA Notice of Amendments to NI 81-102, NI 81-106, NI 81-101, NI 41-101 and Related Consequential Amendments CSA Notice
81-101 CSA Notice and Request for Comment – Proposed Amendments to NI 81-101 and 81-101CP - Implementation of Stage 3 of Point of Sale Disclosure for Mutual Funds CSA Notice
81-101 Amendment Instrument to NI 81-101 Amendments to Instrument
81-101 Changes to 81-101CP Changes to Companion Policy
81-101 National Instrument (Consolidated up to 1 January 2014) National Instrument
81-101 Companion Policy (Consolidated up to 1 January 2014) Companion Policy
81-101 Ministerial Consent Ministerial Consent
81-101 CSA Notice of Amendments to NI 81-106, 81-106CP, NI 41-101, NI 81-101, 81-101CP, NI 81-102 and NI 81-104 CSA Notice
81-101 Amendment Instrument to NI 81-101 Amendments to Instrument
81-101 Changes to 81-101CP Changes to Companion Policy
81-101 Ministerial Consent Ministerial Consent
81-101 CSA Notice of Amendments to NI 81-101, 81-101CP and NI 81-102 CSA Notice
81-101 Amendment Instrument to NI 81-101 Amendments to Instrument
81-101 Amendment Instrument to NI 81-101 Amendments to Instrument
81-101 Amendment Instrument to 81-101CP Amendments to Instrument
81-101 Ministerial Consent Ministerial Consent
81-101 Ministerial Consent Ministerial Consent
81-101 CSA Notice - Consequential Amendments to Registration, Prospectus and Continuous Disclosure Rules Related to NI 25-101 Designated Rating Organizations CSA Notice
81-101 CSA Notice of Amendments to NI 41-101, NI 44-101, NI 44-102, NI 81-101 and Consequential Amendments CSA Notice
81-101 CSA Notice and Request for Comment to Registration, Prospectus and Continuous Disclosure Rules - re: NI 25-101 CSA Notice
81-101 CSA Notice and Request for Comment - Proposed Amendments to 81-101 Mutual Fund Prospectus Disclosure, 81-101F3 and Companion Policy 81-101CP and Consequential Amendments (2nd Publication) CSA Notice
81-101 Amendment Instrument to NI 81-101 Amendments to Instrument
81-101 Ministerial Consent Ministerial Consent
81-101 CSA Notice of Amendments to NI 81-102 Mutual Funds and 81-102CP, and to NI 81-101, 41-101 and NI 81-106 CSA Notice
81-101 CSA Notice and Request for Comment - Implementation of Stage 2 of Point of Sale Disclosure for Mutual Funds - Proposed Amendments to NI 81-101 Mutual Fund Prospectus Disclosure, 81-101CP and Consequential Amendments CSA Notice
81-101 CSA Notice and Request for Comment - Proposed Amendments to NI 41-101, NI 44-101, NI 44-102, NI 81-101 and Proposed Consequential Amendments CSA Notice
81-101 Amendment Instrument to NI 81-101 Amendments to Instrument
81-101 Amendment Instrument to 81-101CP Amendments to Instrument
81-101 Ministerial Consent Ministerial Consent
81-101 CSA Notice of Amendments to NI 81-101 Mutual Fund Prospectus Disclosure, Form 81-101F1, 81-101F2, 81-101CP and Related Amendments CSA Notice
81-101 Amendment Instrument to NI 81-101 Amendments to Instrument
81-101 CSA Notice and Request for Comment - Proposed Amendments to NI 81-102 Mutual Funds and NI 81-106 Investment Fund Continuous Disclosure and Related Consequential Amendments CSA Notice
81-101 Ministerial Consent Ministerial Consent
81-101 CSA Notice - Amendments to Form 81-101F2 and Form 41-101F2 CSA Notice
81-101 AMF and NBSC Notice and Request for Comments - Draft Amendment Instruments Concordant to Draft NI 52-107 - Acceptable Accounting Principles and Auditing Standards and Conforming Amendments to Certain Companion Policies CSA Notice
81-101 AMF and NBSC Staff Notice on Proposed Changes to NI 81-106 Investment Fund Continuous Disclosure, 81-106CP and Related Amendments CSA Notice
81-101 CSA Notice and Request for Comments - Proposed Amendments to Form 81-101F2 and Form 41-101F2 CSA Notice
81-101 CSA Notice of Proposed Amendments to Form 81-101F2 and Form 41-101F2 CSA Notice
81-101 CSA Notice and Request for Comment CSA Notice
81-101 Amendment Instrument to Form 81-101F2 Amendments to Instrument
81-101 Ministerial Consent Ministerial Consent
81-101 Amendment Instrument to NI 81-101 arising from NI 41-101 Amendments to Instrument
81-101 Amendment Instrument to Form 81-101F1 arising from NI 41-101 Amendments to Instrument
81-101 Amendment Instrument to Form 81-101F2 arising from NI 41-101 Amendments to Instrument
81-101 Amendment Instrument to 81-101CP arising from NI 41-101 Amendments to Instrument
81-101 Ministerial Consent Ministerial Consent
81-101 CSA Notice and Request for Comment Regarding Proposed Amendments to NI 81-106 and Proposed Consequential Amendments to NI 81-101, NI 81-102 and NI 41-101 CSA Notice
81-101 CSA Notice and Request for Comment re: proposed NI 41-101, proposed repeal of the current version of NI 41-101 and proposed consequential amendments to NI: 14-101, 44-101, 44-102, 44-103, 45-101, 51-102, 81-101, 81-104 and 43-201 (Repealed) CSA Notice
81-101 Amendment Instrument to NI 81-101, 81-101F1 and 81-101F2 arising from NI 81-107 Amendments to Instrument
81-101 Ministerial Consent Ministerial Consent
81-101 New Brunswick Implementing Instrument 81-806 Implementing Instrument
81-101 Amendment Instrument to NI 81-101, 81-101F1, 81-101F2, 81-101CP arising from NI 52-107 Amendments to Instrument
81-101 Ministerial Consent Ministerial Consent
81-101 New Brunswick Implementing Instrument 81-802 Implementing Instrument
81-101 National Instrument National Instrument
81-101 Companion Policy Companion Policy
81-101 Ministerial Consent Ministerial Consent