Why you should call IRI!

Independent Review Inc. (IRI) "identifies, codifies, and manages conflicts of interest for mutual fund managers and their Independent Review Committees (IRCs)".


Professional: We have extensive knowledge of the conflicts of interest that arise under NI 81-107.  We provide this service on a full time basis therefore someone is always available to review your conflict issues with  you.

Specialized: Equipped to handle complex conflicts: related issuers; related service providers, that need more detailed review and documentation.

Experienced: IRI assists managers who are setting up their first fund right through to those with several $billion in AUM. We have an unparalleled range of experience in this area. The principals and associates of IRI are senior professionals: securities lawyers, securities regulators, investment managers and/or chartered accountants, each with many years sound governance experience (both in Canada and internationally).

Team players: We can help you identify potential IRC members if you have not already selected them. Click here for more information about Team

Client base: IRI provides secretariat services to about twenty IRCs with a broad spectrum of organizational structures. Our clients include:

  • Goodwood Capital Fund’s IRC
  • Russell Investments Funds’ IRC
  • O’Leary Funds’ IRC
  • Sprott Funds’ IRC
  • Northwest and Ethical Funds’ IRC

 

IRC Extranet: IRI maintains the records of its IRC clients electronically in a safe and secure online repository. The documents are then available to the IRC members at anytime.

Call us at 416-849-1928.