Notice 28 May 2025 investment, financial regulations, canadian funds, us securities, retirement accounts

📈Analysis of SEC's Proposed Rule 7d-2 Impact on Canadian Funds

The Securities and Exchange Commission is soliciting comments on a proposed collection related to Rule 7d-2, allowing Canadian funds to offer securities to U.S. participants in tax-deferred retirement accounts. This aims to ease investment management for Canadians living in the U.S., detailing necessary disclosures and estimating paperwork burdens on fund issuers.

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