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Questions and answers about the marketing of investment vehicles primarily for tax deduction purposes
  • Applicable from 1 December 2015 to 20 January 2019
  • Position DOC-2008-20

Questions and answers about the marketing of investment vehicles primarily for tax deduction purposes

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Summary

These questions and answers about the marketing of investment vehicles primarily for tax deduction purposes indicate the types of vehicles that can be marketed, the categories of professionals that can advise retail clients to subscribe or purchase units in authorised venture capital funds (FCPR, a FCPI or a FIP), or shares in an ISF holding company, and the rules governing the processing of orders related to unlisted shares.

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