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CRA-4.5.17

A licensee must prepare and provide a monthly statement of account to the client no later than 7 business days following the month where any of the following circumstances apply:

(a) During a month, the licensee has provided a confirmation note (refer CRA-4.5.12) or has received funds from the client;
(b) At any time during a month, the client has an account balance (funds) that is not nil; or
(c) At any time during a month, crypto-assets are held for the account of the client.
Added: April 2023