rules
Investment Fund Rules
National Instrument 81-102 Investment Funds (January 3, 2019)
National Instrument 81-106 Investment Fund Continuous Disclosure (January 3, 2019)
National Instrument 81-107 Independent Review Committee for Investment Funds (January 3, 2019)
Ontario Instrument 81-503 Extension of Certain Filing, Delivery and Prospectus Renewal Requirements of Investment Funds (March 23, 2020)
Revised Approval 81-901 Mutual Fund Trusts: Approval of Trustees (June 11, 2019)
forms
Legislation
forms
Investment Fund Forms
Form 81-106F1 Contents of Annual and Interim Management Report of Fund Performance (January 3, 2019)
policies
Companion Policies
Companion Policy to NI 81-102 Investment Funds (January 3, 2019)
Companion Policy to NI 81-106 Investment Funds Continuous Disclosure (March 8, 2017)
guidance
Regulatory Guidance
CSA Staff Notice 81-334 (Revised) ESG-Related Investment Fund Disclosure (March 7, 2024)
CSA Staff Notice 81-331 Investment Funds Investing in Bail-in Debt (August 23, 2018)
CSA Staff Notice 81-317 Frequently Asked Questions on National Instrument 81-107 Independent Review Committee for Investment Funds (March 30, 2007) [link to the staff notice on the OSC’s website]
Canadian Securities Administrators Staff Notice 81-315 Frequently asked questions on National Instrument 81-106 Investment Fund Continuous Disclosure (November 25, 2005) [link to the staff notice on the OSC’s website]