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Know-Your-Product (KYP) Solutions

New changes to KYP provides that an Approved Person of a Dealer may not purchase, sell or recommend securities for a client unless the Approved Person takes steps to understand the securities (KYP). 

This means Registered Representatives, Portfolio Managers and Associate Portfolio Managers must understand the terms, features, risks and potential returns of the securities, transactions and trading strategies they recommend.


Source: Product Due Diligence and Know-Your-Product – IIROC


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