Notice
1 Aug 2025
compliance, regulation, securities, investment, canadian retirement accounts, us financial services
📈Analysis of SEC Rule 7d-2 Affecting Canadian Retirement Accounts
The SEC is soliciting comments on Rule 7d-2, which allows Canadian retirement accounts to invest in securities without U.S. registration. The rule facilitates better financial management for Canadian-U.S. Participants, enabling them to adjust investments tax-efficiently and comply with U.S. regulations regarding foreign funds.
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