news & events
Submissions to government
October 25th, 2021
PMAC Submission – New Brunswick Financial Planner and Financial Advisor Rule
Overview The Portfolio Management Association of Canada1 (PMAC), through its Industry, Regulation & Tax Committee, is pleased to have the opportunity to respond to the Financial and Consumer Services Commission of New Brunswick (FCNB)’s consultation notice – Title Protection 2021 … Continue reading
October 4th, 2021
PMAC Comment – CSA Position Paper 25-404 New Self-Regulatory Organization Framework
Background The Portfolio Management Association of Canada (PMAC) is pleased to have the opportunity to provide written feedback to the Canadian Securities Administrators (CSA) on CSA Position Paper 25-404 – New Self-Regulatory Organization Framework (the Position Paper). PMAC represents over … Continue reading
October 1st, 2021
PMAC Submission on Saskatchewan Financial Planners and Financial Advisors Regulations
The Portfolio Management Association of Canada (“PMAC“), through its Industry, Regulation & Tax Committee, is pleased to have the opportunity to respond to the request for comment from the Financial and Consumer Affairs Authority of Saskatchewan (FCAA) on Proposed Regulations … Continue reading
September 29th, 2021
PMAC Response to the CFA Institute’s Diversity, Equity and Inclusion Code
OVERVIEW PMAC’s mission statement is “advancing standards”; we are consistently supportive of measures that improve standards for the benefit of investors and individuals alike. Read PMAC’s the full response to the CFA Institute’s Diversity, Equity and Inclusion (DE&I) Code here … Continue reading
September 7th, 2021
PMAC Submission on Ontario Privacy Consultation
OVERVIEW PMAC’s mission statement is “advancing standards”; we are consistently supportive of measures that improve standards for the benefit of investors (the clients of asset managers). PMAC has been supportive of proposals that provide assurances to individuals that their privacy … Continue reading
August 26th, 2021
PMAC submissions to Canada Revenue Agency (CRA) on draft revised Guidance for FATCA and CRS
PMAC responded to the CRA’s consultation draft revised guidance with respect to FATCA and CRS. Read the submission on CRS here and on FATCA here.
August 16th, 2021
PMAC Submission – IOSCO Consultation Report: Recommendations for Sustainability-Related Practices, Policies, Procedures and Disclosures in Asset Management
Overview The Portfolio Management Association of Canada (PMAC), with the assistance of a member working group consisting of CFAs and ESG experts, is pleased to have the opportunity to submit the following comments regarding the International Organization of Securities Commissions … Continue reading
August 4th, 2021
PMAC Submission – Special Committee to Review the Personal Information Protection Act
The Portfolio Management Association of Canada (PMAC) is pleased to have the opportunity to respond to British Columbia’s (BC) request for comments on modernizing the Personal Information Protection Act (Consultation). PMAC is supportive of BC’s efforts to enhance British Columbians’ individual … Continue reading
August 4th, 2021
PMAC Submission on Relief to Foreign Financial Service Providers
Overview The Portfolio Management Association of Canada (PMAC), through its International Committee, is pleased to have the opportunity to respond to the request for comment regarding the Relief to Foreign Financial Service Providers Consultation Paper (the Consultation) issued by the … Continue reading
July 27th, 2021
PMAC Comments on Proposed British Columbia Instrument 51-519 Promotional Activity Disclosure Requirements.
Overview PMAC agrees that any form of market manipulation or investor deception must be deterred and appropriately punished. We are generally of the view that regulation should be focused on specific behaviours and desired outcomes. We believe that the Consultation … Continue reading
July 15th, 2021
PMAC Submission – Exposure Draft – CFA Institute ESG Disclosure Standards for Investment Products
Overview The Portfolio Management Association of Canada (PMAC), through a working group consisting of CFAs and ESG experts and through its wider Industry, Regulation & Tax Committee, is pleased to have the opportunity to submit the following comments regarding the … Continue reading
July 5th, 2021
PMAC Submission on FSRA Financial Planner and Financial Advisor Rule and Guidance 2021
Overview The Portfolio Management Association of Canada (PMAC), through its Industry, Regulation & Tax Committee, is pleased to have the opportunity to respond to the request for comment from the Financial Services Regulatory Authority of Ontario (FSRA) regarding its updated … Continue reading
