News

PMAC Letter: Fundamental changes to regulatory landscape in the air

September 3rd, 2020

The interests of portfolio managers’ clients are better protected under the current system of regulatory oversight, argues PMAC president Katie Walmsley Various industry bodies, self-regulatory organizations (SROs) and other groups have recently issued reports and proposals focusing on improving regulatory … Continue reading

PMAC welcomes announcement about client relationship managers from the CSA

June 10th, 2020

The Canadian Securities Administrators (CSA) publish welcome changes allowing for the registration of Advising Representatives as Client Relationship Management specialists Today the CSA announced that they will allow firms to register Advising Representatives (ARs) as Client Relationship Management (CRM) specialists without … Continue reading

2020 PMAC Awards for Excellence in Investment Journalism Winners Announced

June 9th, 2020

Portfolio Management Association of Canada (PMAC) Announces Winners of 2020 AWARDS FOR EXCELLENCE IN INVESTMENT JOURNALISM Long Article Category: The Globe and Mail’s Mark Rendell & Tim Kiladze Take Top Honours for All dried up: How Bay Street cashed in … Continue reading

Media Advisory – Call for Entires: 2020 PMAC Awards for Excellence in Investment Journalism

March 2nd, 2020

PMAC Expands Categories to Include Both Short and Long Articles First Place Winners in Each Category to Receive $4,000; Second Place Winners to Receive $3,000 and Overall Winner to Take Home $1,000 Bonus TORONTO, ON, March 2, 2020 – The 2020 PMAC … Continue reading

PMAC Applauds the OSC Report “Reducing Regulatory Burden in Ontario’s Capital Markets 2019”

November 19th, 2019

Association points to meaningful tailored regulation as more effective and beneficial to investing public November 19, 2019 (Toronto) — Today the Ontario Securities Commission (OSC) released a report titled “Reducing Regulatory Burden in Ontario’s Capital Markets” (the Report). The Portfolio Management … Continue reading

PMAC comments on final amendments to National Instrument 31-103 (the Client Focused Reforms)

October 3rd, 2019

TORONTO, October 3, 2019 — The Portfolio Management Association of Canada (PMAC) welcomes the final publication of nationally harmonized amendments to National Instrument 31-103 – Registration Requirements, Exemptions and Ongoing Registrant Obligations (NI 31-103). “These changes go a long way to … Continue reading