March 14th, 2014

Form T1135, “Foreign Income Verification Statement”, for 2013 Taxation Year

We are writing to provide comments regarding the transitional relief that has been provided by the Canada Revenue Agency with respect to completion of Form T1135, “Foreign Income Verification Statement” for the 2013 taxation year. While we welcome the additional … Continue reading

March 13th, 2014

New Trust Loss Restriction Rules and Adverse Implications

The Portfolio Management Association of Canada (“PMAC”), through its Industry, Regulation & Tax Committee, would like to bring to your immediate attention the concerns of our membership regarding section 251.2 of the Income Tax Act (Canada) (“ITA”). This new provision … Continue reading

March 11th, 2014

CSA Notice 81-324 – Mutual Fund Risk Classification Methodology

The Portfolio Management Association of Canada (“PMAC”), through its Industry, Regulation & Tax Committee, is pleased to have the opportunity to provide comments on CSA Notice 81-324 and Request for Comment – Proposed CSA Mutual Fund Risk Classification Methodology for … Continue reading

March 5th, 2014

Proposed Amendments NI 31-103, NI 33-109, NI 52-107, OSC Rule 33-506 and OSC Rule 35-502 and Related Forms

The Portfolio Management Association of Canada (“PMAC”), through its Industry, Regulation & Tax Committee, is pleased to have the opportunity to participate in the consultation process regarding the proposed amendments to NI 31-103 (the “Amendments”). PMAC supports amendments that represent … Continue reading

February 21st, 2014

PMAC Comments on Proposed Exemption for US Government Securities from the 10% Quantitative Limit Under Pension Rules

The Portfolio Management Association of Canada (“PMAC”), through its Industry, Regulation & Tax Committee, is pleased to have the opportunity to comment on the proposed regulatory amendments to the quantitative investment limits that apply to registered pension plans in Ontario, … Continue reading

February 3rd, 2014

Ontario Pooled Registered Pension Plans (PRPP) Consultation

The Portfolio Management Association of Canada (“PMAC”), through its Industry, Regulation & Tax Committee, is pleased to have the opportunity to participate in the consultation process regarding the review of pooled registered pension funds in Ontario (the “Consultation”). Following the … Continue reading

November 13th, 2013

Proxy Voting Infrastructre

The Portfolio Management Association of Canada (“PMAC”), through its Industry, Regulation & Tax Committee, is pleased to have the opportunity to submit the following comments regarding CSA Consultation Paper 54-401 – Review of the Proxy Voting Infrastructure (the “Consultation Paper”). … Continue reading

October 23rd, 2013

PMAC Supports Cooperative Capital Markets Regulator

The Portfolio Management Association of Canada (PMAC) fully supports the recent announcement of the Ministers of Finance of British Columbia, Ontario and Canada regarding the establishment of a new cooperative capital markets regulatory system in Canada. PMAC has been a … Continue reading

September 27th, 2013

PMAC Comments on Proposed New Exchange by Aequitas Innovations

The Portfolio Management Association of Canada (“PMAC”), through its Industry, Regulation & Tax Committee, is pleased to have the opportunity to submit the following general comments regarding OSC Staff Notice and Request for Comment Regarding Proposed Structure of Trading Facilities … Continue reading

August 2nd, 2013

Pre-Budget Consultation 2014 Submission

The Portfolio Management Association of Canada (PMAC) is pleased to submit comments on recommended priorities for the 2014 Federal Budget. Read submission.

July 12th, 2013

CSA Notice and Request for Comment on Proposed Amendments to the Early Warning Reporting Rules

The Portfolio Management Association of Canada (“PMAC”), through its Industry, Regulation & Tax Committee, is pleased to have the opportunity to submit the following comments regarding CSA Notice and Request for Comment Proposed Amendments to Multilateral Instrument 62-104 Take-Over Bids … Continue reading

July 2nd, 2013

Follow-Up Submission on CSA Proposed Amendments to NI 31-103 – Dispute Resolution Service (OBSI)

On behalf of the Members of The Portfolio Management Association of Canada (“PMAC”), we are writing to follow-up on the status of Proposed Amendments to National Instrument 31-103 Registration Requirements, Exemptions and Ongoing Registrant Obligations (“NI 31-103”) and to Companion … Continue reading