Russell Investments stands beside financial advisors in their fiduciary responsibilities and acting in their clients’ best interests. As part of client focused reforms, the Canadian Securities Administrators, Investment Industry Regulatory Organization of Canada and Mutual Fund Dealers Association of Canada have issued guidance on Know your client (KYC) and Know your product (KYP).
Know Your Product Resources
These online resources are designed to provide advisors with a centralized source of information to provide support for their KYP obligations—including understanding Russell Investments’ products, their structure, features, risks, performance, initial and ongoing costs and more.
Visit our Fund Center to search our funds by name, series and fund codes to review prices, performance and available fund codes. When you find the fund you are looking for, please click on the fund name to be taken directly to the fund web page.
The general structure and features of the security/fund, includes the overall complexity, transparency, and uniqueness of the fund. This information would be in the fund’s investment objective and investment strategies, disclosed in the prospectus.
Time horizon for each fund can be found in the prospectus under the “Who should invest in this fund” section, as well as in the Fund Facts. Note: Liquidity is not a concern for mutual funds offered by way of a prospectus as there are regulatory requirements when it comes to liquidity. Leverage is also capped for conventional and alternative mutual funds in Canada.
The conflicts of interest, if any, inherent in the funds, arising for example from the compensation structure, related party issues or other factors, including an assessment of how any conflicts of interest are being addressed by the issuer. This can be found in the funds’ Annual information form/AIF (starting on page 69).
Refers to the parties involved, for example, management of the issuer, portfolio manager, product manufacturer or sponsor, guarantors or significant counterparties. Information with respect to the manager and portfolio manager of the funds is in the Prospectus, AIF, Fund Facts, Financial statements, and Management reports of fund performance (MRFPs). The AIF also contains information with respect to portfolio managers of the manager (i.e. Russell Investments Canada Limited portfolio managers).
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Business Consulting Resources
Access these additional advisor-use-only resources to guide you through the Know Your Product journey:
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