Petition

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We the undersigned hereby request that the Ontario Securities Commission cause the recommendations in the Fair Dealing Model Concept Paper to be implemented, specifically:

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  • Statements should provide personalized performance measurement defined as rates of return over different time frames, of all the funds the investor has contributed to the account.
  • An appropriate benchmark against which the performance can be measured.
  • If the benchmark is a weighted average of individual benchmarks, the weights must be given.
  • The benchmark returns must be given for the same periods as the performance measurement.
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