July 30, 2012 - Investor Advisory Panel - Agenda


Investor Advisory Panel Meeting
Monday, July 30, 2012
3:00 pm – 5:00 pm
By Teleconference

MEMBERS: Anita Anand, Chair
Nancy Averill
Paul Bates
Stan Buell
Lincoln Caylor
Steven Garmaise
Michael Wissell
INVITEES: Allan Krystie, Senior Administrator (secretary to the meeting)
Chava Schwebel, IAP Research Assistant


1. Introduction (Anita Anand).

2. RFP research strategy (Anita Anand and Nancy Averill).

3. National Instrument 31-103 Cost Disclosure and Performance Reporting submission (Steven Garmaise).

4. Annual Report (Anita Anand).

5. National Instrument 81-101 Point of Sale for Disclosure for Mutual Funds submission (Paul Bates).

6. Other Business (Anita Anand).