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Portfolio Management Association of Canada Personal Trading Guidelines June 2012 NOTE: Please note the purpose of this document is to provide a sample template for MAC member firms to develop their
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Portfolio management association involves the management of a group of investments by a professional portfolio manager.
Portfolio management association filings are required by portfolio managers who manage investments on behalf of clients or funds.
Portfolio management association forms can be filled out online through the appropriate regulatory authority's website.
The purpose of portfolio management association is to provide transparency and regulatory oversight over the management of investment portfolios.
Portfolio management association filings typically require information on the assets under management, investment strategies, and performance metrics.
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