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To become familiar with tax consequences arising from an individual’s death, particularly those relevant to investment products.
Distinguish between the tax treatment of registered and non-registered ...
To become familiar with the various protections offered by Assuris.
Assuris’ Code of Conduct and Ethics to guide your professional conduct.
Become familiar with possible value conflicts that ...
Make the advisor and financial planner aware of their responsibility to
match investments with the client’s objective. Promote the professional ethics of the advisor and financial planner. ...
• Reviewing the main features of segregated funds.
• Making the link between segregated funds and their relevance in an investment portfolio.
• Evaluating the use of segregated funds for ...
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