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Best Practice,
Defined.

About
Independent
Review

About Independent Review

Independent Review Inc. (“IRI”) prides itself on being a turnkey service provider of corporate and fund governance and advisory services. It assists in the establishment and management of an Independent Review Committee (“IRC”) as well as provides related activities to ensure that funds operate within their policies and procedures and their regulatory frameworks.

IRI was founded in 2004 specifically to provide assistance to Investment Fund managers that needed to implement an IRC pursuant to National Instrument 81-107, Independent Review Committee for Investment Funds (“NI 81-107”).

Our service offering offers peace of mind to investment fund managers that their governance structures, policies and reporting are all in line with best practices and regulatory regimes.

Proud members of:
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PartnerLogo-Gray-CETFA

Services

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Investment and Mutual Funds

IRI assists fund managers in the set-up and running of their Fund’s Independent Review Committee (“IRC”) to ensure initial and ongoing
compliance with the obligations under National Instrument 81-107.

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Regulator’s Exemptive Relief Orders

IRI assists fund managers by setting up an IRC in accordance with the terms of an exemptive relief order. Our service offering is tailored to ensure the smooth running of that unique independent review committee.

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Non Reporting Issuers and Private Debt
Funds

Your Fund’s success is of paramount importance to us. We will contribute to that success by using our extensive expertise in fund governance to establish best in class policies and procedures and oversight vehicles.

Our Value Proposition

We provide outsourced and independent guidance and support to stay up to date and in compliance with legislation, but the value we provide is peace of mind.

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Insights

Independent Review periodically tackles topics pertaining to investment funds and related regulations and develops practice notes that have immediate and timely interest to our clients.

Clients we work with

Clients-Horizons