Montreal Regulatory & Compliance Forum

Click to view Montreal agenda

Date: Wednesday, May 31, 2017
Time: 8:00 AM to 4:30 PM EDT (Networking Reception to follow)
Location: St. James Club, 1145 Avenue Union, Second Floor, Salle St. Denis

Cost:
PMAC Member/Affiliate: $325 + tax

Non-Member/Non-Affiliate: $425 + tax

**Please note the cost does not include hotel accommodations. If required, attendees are responsible for their own hotel accommodations. To make a room reservation at the Sofitel Montreal Golden Mile, please call (514) 285-9000. Ask for the “away on business” rate, which gives you a 10% discount on the best available rate.

Event Overview:
The Montreal Compliance Forum will cover a variety of compliance topics that address new developments, critical issues, and insights on how to sustain a successful compliance program.

Key topics will include:

  • Update from the Regulators
  • CASL, social media and marketing
  • Compliance priorities
  • US regulatory update
  • How to identify, mitigate and manage the complexities of serving senior investors
  • Common Reporting Standard compliance and best practices for July 2017 implementation
  • Cyber security compliance, prevention and management

*Please note, speakers may present their comments in either French or English. PowerPoint presentations will be in both languages.

Registration for Montreal Regulatory & Compliance Forum (May 31):
Should you need assistance with registering, please contact Gillian Murch at gmurch@portfoliomanagement.org.

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