- 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.
Latest Posts in "Canada"
- Canada to Apply GST/HST to Mutual Fund Trailing Commissions Starting July 2026
- Navigating GST/HST Audits: Common Triggers, CRA Positions, and Strategies for Tax Disputes
- Canada Revenue Agency reverses longstanding position on GST/HST status of trailing commissions
- GST/HST Essentials for Creators and Digital Talent: Key Insights and Quebec Waiver Guide
- Mark Carney Increases GST Rebate by 50% This Year, 25% for Next Four Years
