Policies and Guidelines

For more information on the New IPF Integration Cost Recovery Assessment Model Guidelines, please click here.


As of January 1, 2023 and amended April 1, 2024

Download Investment Dealer Assessment Policy

As of January 1, 2023 and amended June 11, 2024

Download Mutual Fund Dealer Assessment Policy

As of January 1, 2023 and amended April 1, 2024

Download Investment Dealer Assessment Appeal Procedures

As of January 1, 2023 and amended August 25, 2023

Download Mutual Fund Dealer Assessment Appeal Procedures

CIPF Disclosure Policy effective January 1, 2023

Archive Documents

CIPF Disclosure Policy, February 10, 2021

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