{
 "as_of": "2026-11-06",
 "cmr": "ca-cm-kg/TSX/ZFN",
 "fence": "The page is the record's research on the issuer — no analyst, no rating, no view.",
 "markdown": "The page is the record's research on the issuer — no analyst, no rating, no view.\n\n# BMO SIA Focused North American Equity Fund (TSX: ZFN) — research page\n\nAs of 2026-11-06 · ca-cm-kg · record version 1\n\n## Identity and listing\n\nThe issuer is BMO SIA Focused North American Equity Fund, listed on the TSX under ticker ZFN. The ISIN is not on the record, and the LEI is 894500PD7I77BP0WP636. The security type is ETF/ETP and the sector is ETP. The segment is not on the record. The jurisdiction is Canada (federal) (CA). The listing status is listed, not halted.\n\n## The disclosure read\n\nThe record holds 0 filings in the window from 2025-11-06 to 2026-11-06, on 0 filing days. The median gap between filing days is not on the record. The latest filing date is not on the record, and the latest filing type is not on the record. Days from the latest filing to the record date are not on the record. The TSX peer group of 2270 issuers has a median cadence gap of 16 days, a median of 0.0 filings and a median latency of 3.0 days. The ETP sector peer group of 1399 issuers has a median of 0 filings, and its median cadence gap and median latency are not on the record.\n\n## Auditor\n\nThe auditor of record is not on the record, because it was not searched for this fund or receipt security. The auditor's location is not on the record. The record holds no auditor changes.\n\n## Events and halts\n\nThe record holds no listing, delisting, name change, domicile change or segment move events. The halt flag is listed, not halted.\n\n## Orderability\n\nUnder the rule version acm-68000/ca/kyp-know-your-product-ni-31-103/r1, with the chapter as of 2026-11-04, the outcome for Paragraph (o) of the definition is signal ACM-200 and it is determinable. The outcome for Paragraph (q) of the definition is signal ACM-200 and it is determinable.\n\n## Coverage\n\nThe field has not been read, so the number of research houses named on the issuer's investor-relations page is not on the record.\n\n## Open research\n\nThe field has not been read, so the number of openly published research notes on the record is not on the record.\n\n## Licensed\n\nLicensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.\n\n## As-of depth\n\nThe market's vintage is not sealed, and no issuer years are sealed for this issuer. The market's earliest sealed date is not on the record. The live record began on 2026-09-10. Years 2021, 2022, 2023, 2024, 2025 and 2026 are sealed in the store but not served as of a date, and the as-of door answers not_sealed.\n\n## Sources\n\n7 source pages are named on this page; every value above carries its own source page and read date in the numbers.\n\n- https://www.tsx.com/json/company-directory/search/tsx/^* (identity.exchange)\n- https://api.gleif.org/api/v1/lei-records/894500PD7I77BP0WP636 (identity.jurisdiction)\n- https://www.tsx.com/en/resource/571 (identity.sector)\n- https://mcp.ca-cm-kg.ai/events/TSX/ZFN (the disclosure lines)\n- https://iiroc.mediaroom.com/index.php?s=2429&l=100 (the halt flag)\n- https://mcp.ca-cm-kg.ai/book/aio.json (the orderability chapter)\n- https://mcp.ca-cm-kg.ai/record/TSX/ZFN (the record)\n",
 "market": "CA",
 "node": "ca-cm-kg",
 "numbers": {
  "as_of_depth": {
   "issuer_years_sealed": [],
   "live_record_began": "2026-09-10",
   "node_history_from": null,
   "node_years_sealed": [],
   "note": "6 years are sealed in the CA store; their Replay split is not built, so the as-of door answers not_sealed and the record is the live record as of 2026-11-06",
   "record_version": 1,
   "sealed": false,
   "store_years_sealed_not_served": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ]
  },
  "auditor": {
   "auditor": {
    "market": "CA",
    "reason": "not searched (fund/receipt security)",
    "state": "not_on_record"
   },
   "auditor_firm_id": {
    "market": "CA",
    "state": "not_on_record"
   },
   "auditor_location": {
    "market": "CA",
    "state": "not_on_record"
   },
   "changes": []
  },
  "cmr": "ca-cm-kg/TSX/ZFN",
  "coverage": {
   "note": "the coverage field has not been read for this issuer",
   "state": "not_read"
  },
  "disclosure": {
   "against": {
    "exchange": {
     "issuers": 2270,
     "median_cadence_gap_days": 16,
     "median_filings": 0,
     "median_latency_days": 3,
     "name": "TSX"
    },
    "sector": {
     "issuers": 1399,
     "median_cadence_gap_days": null,
     "median_filings": 0,
     "median_latency_days": null,
     "name": "ETP"
    }
   },
   "by_type": {},
   "cadence_median_gap_days": null,
   "filing_days": 0,
   "filings": 0,
   "latency_days": null,
   "latest": [],
   "latest_filing_date": null,
   "note": "no disclosure line on the record for this issuer in the window",
   "read": "the node's event lines (list_events_since), as get_filings serves them",
   "source": "https://mcp.ca-cm-kg.ai/events/TSX/ZFN",
   "window": {
    "from": "2025-11-06",
    "to": "2026-11-06"
   }
  },
  "identity": {
   "exchange": {
    "read_by": "tsx.com company directory (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.tsx.com/json/company-directory/search/tsx/^*",
    "state": "sourced",
    "value": "TSX"
   },
   "isin": {
    "market": "CA",
    "reason": "no ISIN found on issuer pages",
    "state": "not_on_record"
   },
   "jurisdiction": {
    "read_by": "GLEIF LEI record (LEI per the LEI column)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://api.gleif.org/api/v1/lei-records/894500PD7I77BP0WP636",
    "state": "sourced",
    "value": "Canada (federal) (CA)"
   },
   "lei": {
    "read_by": "GLEIF name-exact",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://api.gleif.org/api/v1/lei-records/894500PD7I77BP0WP636",
    "state": "sourced",
    "value": "894500PD7I77BP0WP636"
   },
   "name": {
    "read_by": "tsx.com company directory (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.tsx.com/json/company-directory/search/tsx/^*",
    "state": "sourced",
    "value": "BMO SIA Focused North American Equity Fund"
   },
   "sector": {
    "read_by": "TMX listed-companies workbook (exchange list, monthly; data month named in the source column)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.tsx.com/en/resource/571 (tsx-and-amp-tsxv-listed-companies-2026-08-14-en.xlsx, data as of 31-Jul-2026)",
    "state": "sourced",
    "value": "ETP"
   },
   "security_type": {
    "read_by": "TMX listed-companies workbook (exchange list, monthly; data month named in the source column)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.tsx.com/en/resource/571 (tsx-and-amp-tsxv-listed-companies-2026-08-14-en.xlsx, data as of 31-Jul-2026)",
    "state": "sourced",
    "value": "ETF/ETP"
   },
   "segment": {
    "market": "CA",
    "state": "not_on_record"
   },
   "ticker": {
    "read_by": "tsx.com company directory (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.tsx.com/json/company-directory/search/tsx/^*",
    "state": "sourced",
    "value": "ZFN"
   },
   "website": {
    "market": "CA",
    "state": "not_on_record"
   }
  },
  "licensed": {
   "columns": [
    "licensor",
    "entitlement",
    "title",
    "date",
    "source"
   ],
   "rows": [],
   "rule": "A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded."
  },
  "lifecycle": {
   "delisting": [],
   "domicile_change": [],
   "listing": [],
   "name_change": [],
   "segment_move": []
  },
  "market": "CA",
  "node": "ca-cm-kg",
  "numbers_hash": "sha256:62d8c09e436a46196db57f150ce73dce3a07b16d3107575b535649759445b728",
  "open_research": {
   "rows": [],
   "state": "not_read"
  },
  "orderability": {
   "chapter_as_of": "2026-11-04",
   "client_categories": [
    "Paragraph (o) of the definition",
    "Paragraph (q) of the definition"
   ],
   "outcomes": {
    "Paragraph (o) of the definition": {
     "determinable": true,
     "signal": "ACM-200"
    },
    "Paragraph (q) of the definition": {
     "determinable": true,
     "signal": "ACM-200"
    }
   },
   "read": {
    "basis": "one live read per instrument class, halt state and client category on this market; this issuer's group",
    "chapter": "https://mcp.ca-cm-kg.ai/book/aio.json",
    "door": "https://mcp.ca-cm-kg.ai/mcp",
    "tool": "get_orderability"
   },
   "rule_version": "acm-68000/ca/kyp-know-your-product-ni-31-103/r1",
   "section": "ca.aio.v11"
  },
  "record": {
   "as_of": "2026-11-06",
   "url": "https://mcp.ca-cm-kg.ai/record/TSX/ZFN",
   "version": 1
  },
  "schema": "research-numbers v0.1 (USR-01, 2026-11-11)",
  "status": {
   "read_date": "2026-11-08",
   "source": "https://iiroc.mediaroom.com/index.php?s=2429&l=100",
   "value": "listed, not halted"
  }
 },
 "numbers_hash": "sha256:62d8c09e436a46196db57f150ce73dce3a07b16d3107575b535649759445b728",
 "path": "/ca/TSX/ZFN",
 "schema": "research-page v0.1 (USR-02, 2026-11-11)",
 "sections": [
  {
   "id": "identity",
   "text": "The issuer is BMO SIA Focused North American Equity Fund, listed on the TSX under ticker ZFN. The ISIN is not on the record, and the LEI is 894500PD7I77BP0WP636. The security type is ETF/ETP and the sector is ETP. The segment is not on the record. The jurisdiction is Canada (federal) (CA). The listing status is listed, not halted.",
   "title": "Identity and listing"
  },
  {
   "id": "disclosure",
   "text": "The record holds 0 filings in the window from 2025-11-06 to 2026-11-06, on 0 filing days. The median gap between filing days is not on the record. The latest filing date is not on the record, and the latest filing type is not on the record. Days from the latest filing to the record date are not on the record. The TSX peer group of 2270 issuers has a median cadence gap of 16 days, a median of 0.0 filings and a median latency of 3.0 days. The ETP sector peer group of 1399 issuers has a median of 0 filings, and its median cadence gap and median latency are not on the record.",
   "title": "The disclosure read"
  },
  {
   "id": "auditor",
   "text": "The auditor of record is not on the record, because it was not searched for this fund or receipt security. The auditor's location is not on the record. The record holds no auditor changes.",
   "title": "Auditor"
  },
  {
   "id": "events",
   "text": "The record holds no listing, delisting, name change, domicile change or segment move events. The halt flag is listed, not halted.",
   "title": "Events and halts"
  },
  {
   "id": "orderability",
   "text": "Under the rule version acm-68000/ca/kyp-know-your-product-ni-31-103/r1, with the chapter as of 2026-11-04, the outcome for Paragraph (o) of the definition is signal ACM-200 and it is determinable. The outcome for Paragraph (q) of the definition is signal ACM-200 and it is determinable.",
   "title": "Orderability"
  },
  {
   "id": "coverage",
   "text": "The field has not been read, so the number of research houses named on the issuer's investor-relations page is not on the record.",
   "title": "Coverage"
  },
  {
   "id": "open_research",
   "text": "The field has not been read, so the number of openly published research notes on the record is not on the record.",
   "title": "Open research"
  },
  {
   "id": "licensed",
   "text": "Licensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.",
   "title": "Licensed"
  },
  {
   "id": "depth",
   "text": "The market's vintage is not sealed, and no issuer years are sealed for this issuer. The market's earliest sealed date is not on the record. The live record began on 2026-09-10. Years 2021, 2022, 2023, 2024, 2025 and 2026 are sealed in the store but not served as of a date, and the as-of door answers not_sealed.",
   "title": "As-of depth"
  },
  {
   "id": "sources",
   "text": "7 source pages are named on this page; every value above carries its own source page and read date in the numbers.",
   "title": "Sources"
  }
 ],
 "sources": [
  {
   "for": "identity.exchange",
   "source": "https://www.tsx.com/json/company-directory/search/tsx/^*"
  },
  {
   "for": "identity.jurisdiction",
   "source": "https://api.gleif.org/api/v1/lei-records/894500PD7I77BP0WP636"
  },
  {
   "for": "identity.sector",
   "source": "https://www.tsx.com/en/resource/571"
  },
  {
   "for": "the disclosure lines",
   "source": "https://mcp.ca-cm-kg.ai/events/TSX/ZFN"
  },
  {
   "for": "the halt flag",
   "source": "https://iiroc.mediaroom.com/index.php?s=2429&l=100"
  },
  {
   "for": "the orderability chapter",
   "source": "https://mcp.ca-cm-kg.ai/book/aio.json"
  },
  {
   "for": "the record",
   "source": "https://mcp.ca-cm-kg.ai/record/TSX/ZFN"
  }
 ],
 "title": "BMO SIA Focused North American Equity Fund (ZFN) — research page",
 "writer": {
  "by": "Claude through the platform account, Haiku class; one pass; checked against the numbers",
  "engine": "claude-haiku-5-5"
 }
}