Resources featuring Tom Rowe

The Canadian Fund Report is coming – are you ready yet?

A significant regulatory change is anticipated in the Canadian investment landscape, and many firms are still preparing. The Canadian Securities Administrators (CSA) have proposed a new Fund Report rule that intends to modernize the information shareholders receive. This initiative reflects similar disclosure reforms like the U.S. Tailored Shareholder Report (TSR) rule, which Confluence has supported […]

Regulatory reality check: What compliance teams need to know in July 2025

Explore our RegTech Reports. Your trusted source for essential insights into regulatory technology and industry updates. This curated collection of reports, blogs, and video series covers a wide range of topics, from upcoming regulatory changes to the latest technological advancements, helping you navigate the complexities of compliance with confidence.