Why Become a Member of PMAC? Our collaborative model delivers a multitude of benefits to firms that are registered as portfolio managers.
A co-ordinated, industry-wide platform to communicate views on government policy and regulation
Seminars, events and information to keep members informed on the latest compliance, regulatory and industry developments
Best practices templates and sample policies for a wide range of business activities
Peer-group meetings on operational, compliance and other policy issues
Membership in an association that promotes adherence to high standards can set members apart from other industry competitors
- Group Purchasing
PMAC’s insurance program provides insurance required by provincial regulators in addition to professional liability insurance, and group employee benefits at lower cost.
- Group Discount Programs:
- Fidelity Bond & Professional Liability Insurance – PMAC Insurance Program Application and PMAC Insurance Program Coverage Enhancements. For additional information, contact: Matthew Studley, HUB International, telephone 416- 597-7702. Please note in our aim to support ” advancing standards” in the industry, PMAC requires members to have professional liability insurance (E&O) within approximately one year of joining the association.
- PMAC Group Benefit Program for Members’ Employees – PMAC Group Benefit Program Brochure and PMAC Group Benefit Plans. For additional information, contact Pam Martin, Baynes & White, telephone 416 863-9159.
- Employee Medical Services – Annual Health Assessment discount ($650 off retail rate) as well as other cost savings. For additional information contact Medcan Health Management at 416-350-5900.
- CFA Exam Preparation & Claritas – Kaplan Schweser Exam Preparation Courses for Financial Designations (15% discount on select products). For additional information call 1-888-325-5072. Please quote “PMAC” to obtain the discounts.