- Distributed investment plans must send an annual request to investors by October 15, 2025
- This applies to mutual fund trusts and investment limited partnerships
- The request is for details under GST/HST and QST information sharing rules
- Investors must provide required details in writing, varying by investor type
- Some investors must provide information even without a formal request
- Securities dealers have similar obligations under these rules
Source: kpmg.com
Note that this post was (partially) written with the help of AI. It is always useful to review the original source material, and where needed to obtain (local) advice from a specialist.
