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FAQs on Rule 216



  • Last updated: September 11, 2015
  • Latest Reply From: webee

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While the provision of wealth management services is not prohibited by the Rules of ICAO, the Institute's Professional Conduct Committee (PCC) has continually taken the stance that mixing assurance services with selling other products and services raises independence issues and other concerns. There is an article issued in the Autumn 2008 CheckMark that gives answers to Rule 216. Members who would like further guidance are advised to contact Institute Member Advisor at 416-962-1841 ext 456.



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