In this issue of INFOexchange, you’ll read:

✔️ “SERP Update”

✔️ “From the Courts: Sale of Client Lists”

✔️ “CCRA Opinions” by Ted Ballantyne

✔️ “Commentary: Disintermediation” by David Chalmers

(Members only)

Become a CALU member!

When you join CALU, you become part of a national community of industry leaders dedicated to strengthening the financial well-being of Canadians.