Proposed Amendments Respecting Non-Clients

Summary/details:

IIROC is publishing for comment proposed amendments (Proposed Amendments) to IIROC’s Universal Market Integrity Rules (UMIR) and the IIROC Rules that would:

  • replace the definition of a “non-client order” or “non-client account” with new definitions of “Dealer Related Person order” and “Dealer Related Person account”
  • introduce a new definition of “Dealer Member account” into the IIROC Rules.

By implementing the Proposed Amendments, we would ensure consistency:

  • between the terminology used in UMIR and the IIROC Rules
  • in how Dealer members identify non-client accounts and orders.

A special working group of industry stakeholders and IIROC staff provided their input on the drafting of the Proposed Amendments. We sincerely thank these individuals for their time and valuable contribution.

We are also publishing accompanying proposed guidance(Proposed Guidance) for comment in conjunction with the Proposed Amendments.

Date opened: November 5, 2019

Date closed: December 4, 2019

Status: Closed

Bulletins about this consultation:

Welcome to CIRO.ca!

You can find the Canadian Investment Regulatory Organization (CIRO) at CIRO.ca with our fresh look and feel.

The following sections of the legacy mfda.ca and iiroc.ca sites have been migrated to ciro.ca:

  • Enforcement
  • Hearings
  • Consultations
  • A unified member directory (Dealers We Regulate)
  • Advisor Report

We will continue moving items off MFDA and IIROC in 2024. Stay tuned for future updates.