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DALBAR 2010-2011 Statement Studies |
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Friday, 08 January 2010 |
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DALBAR is pleased to inform you that our 2010 Trends and Best Practices in Investor Statements reports are available for purchase. Each year, the Trends and Best Practices in Investor Statements report guides financial services firms in delivering statements that meet the needs of consumers and financial professionals while minimizing costs and maximizing effectiveness. Also, we look forward to introducing our new accessibility criteria in our statement evaluations this upcoming year.
The deadline for statement submissions is as follows: | Industry Sector | Deadline for Statement Submission | Report Delivery | | Managed Portfolio | February 3rd, 2010 | Quarter 2, 2010 | | Mutual Funds | May 3rd, 2010 | Quarter 3, 2010 | | Brokerage | May 3rd, 2010 | Quarter 3, 2010 | | Defined Contribution | August 3rd, 2010 | Quarter 4, 2010 | | Universal Life | November 3rd, 2010 | Quarter 1, 2011 | | Segregated Funds | November 3rd, 2010 | Quarter 1, 2011 |
In addition, DALBAR has launched a new Web site (research.dalbar.ca) that allows you to upload your statements and supporting materials directly to our database. On the site, you will also find a checklist that will help you prepare your submission to ensure your statement receives full credit for all its innovative features. We will continue to accept submissions via hard copy format. Click here to request a Login & Password to upload your statements for submission.
In order to take advantage of the pre-publication discount, please click here and fill out the order form by December 31st, 2009. |
