Investment Dealers Association of Canada (IDA 29.7)

The Investment Dealers Association of Canada, or commonly referred to as IDA 29.7 is a regulation that mandates that all client correspondence, largely through email, must be archived and retained.

Smarsh, Inc. assumes no liability for the accuracy or completeness of this information. Please consult with an attorney for specific information on specific rules and regulations and how they apply to your business.

Helpful Links:

Documentation from the Investment Dealers Association of Canada

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