Trailer fee

Regulation

CIBC trailer settlement open to DIY investors

Claim process begins for investors covered by class action over trailer fees

By James Langton |April 24, 2026

2 min read

Regulation

Court approves CIBC trailer fee settlement

Class action brought on behalf of full-service clients with funds that paid trailers

By James Langton |January 7, 2026

3 min read

Regulation

Trailer fee class actions allowed to proceed

Lawsuits involve different investor groups, court finds

By James Langton |October 24, 2025

3 min read

Industry

Regulators extend exemptions for discount brokers to comply with trailer ban

The exemptions were previously slated to end on Nov. 30

By Michelle Schriver |August 31, 2023

2 min read

Regulation

Court pauses rival series of trailer-fee lawsuits

Key issue of whether trailer payments were improper to be decided before determining which investors are entitled to damages

By James Langton |August 3, 2023

2 min read

Industry

CSA and CCIR finalize rules for total cost reporting

The industry has until 2026 to adopt the requirements

By James Langton |April 20, 2023

3 min read

Industry

Discount brokers can’t be sued over pre-ban trailers, court rules

Ontario court rules that discount brokers' receipt of trailing commissions was not considered illegal before the June 2022 ban

By James Langton |January 23, 2023

3 min read

Industry

OSC adopts measures to facilitate trailer fee ban

Temporary relief aims to help firms implement new rules on June 1

By James Langton |March 18, 2022

2 min read

Industry

Canaccord settles IIROC client overcharging case

The firm agreed to a $157,500 fine and will repay 6,000 affected clients

By James Langton |January 5, 2022

2 min read

Industry

Trailer-fee class action can proceed as court denies leave

An Ontario court rejected a motion to appeal the certification decision in a BMO funds case

By James Langton |September 15, 2021

1 min read

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