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Statistics Canada Balance of Payments Division Canadian Portfolio Investment Survey Period: at December 31, 1997, CANADIAN PORTFOLIO INVESTMENT SURVEY Purpose of the survey This survey is conducted

How to fill out canadian portfolio investment survey

How to fill out the Canadian Portfolio Investment Survey?

1. Begin by gathering all the necessary information and documents. This includes your personal information, such as your name, address, and contact details, as well as your Social Insurance Number (SIN) or Business Number (BN).
2. Determine if you are a mandatory or voluntary respondent. Mandatory respondents include Canadian resident individuals, Canadian trusts, Canadian investment funds, as well as foreign entities with direct investment in Canada. Voluntary respondents may also choose to participate in the survey.
3. Access the online survey portal provided by Statistics Canada. Make sure you have a secure internet connection and a compatible web browser. Create an account if necessary and log in.
4. Follow the prompts to provide your information accurately. The survey will ask for details regarding your portfolio investments, including the types of securities you hold, the countries of investment, and the market values. Be prepared to provide details about your holdings, such as stocks, bonds, mutual funds, and other financial assets.
5. If you encounter any difficulties or have questions while filling out the survey, consult the provided user guide or contact the support team for assistance.

Who needs the Canadian Portfolio Investment Survey?

1. Canadian resident individuals who have investments in foreign securities, such as stocks or bonds, are required to complete the survey. This includes both individuals who directly hold these securities and those who invest through mutual funds.
2. Canadian trusts, including registered pension plans, mutual funds trusts, and other types of trusts, are also required to participate in the survey if they have investments in foreign securities.
3. Canadian investment funds, such as mutual funds, pooled funds, and exchange-traded funds (ETFs), must also complete the survey if they have investments in foreign securities.
4. Foreign entities with direct investments in Canada are also mandatory respondents for the Canadian Portfolio Investment Survey. This includes foreign companies, individuals, and governments who have invested in Canadian securities.

In summary, anyone who falls into the aforementioned categories or voluntarily chooses to participate in the survey needs to fill out the Canadian Portfolio Investment Survey. It ensures that accurate data on Canada's international investment position is collected and analyzed by Statistics Canada.

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What is canadian portfolio investment survey?

The Canadian Portfolio Investment Survey (CPIS) is a comprehensive survey that measures the international portfolio investment holdings of Canadian residents. It collects information on Canadian residents' holdings of foreign securities (equity and debt) and non-residents' holdings of Canadian securities.

Who is required to file canadian portfolio investment survey?

All Canadian residents who have holdings of foreign securities or non-residents who have holdings of Canadian securities are required to file the Canadian Portfolio Investment Survey.

How to fill out canadian portfolio investment survey?

The Canadian Portfolio Investment Survey can be filled out online through the official website of Statistics Canada. All required information about foreign securities holdings for Canadian residents or Canadian securities holdings for non-residents must be reported accurately and completely.

What is the purpose of canadian portfolio investment survey?

The purpose of the Canadian Portfolio Investment Survey is to gather data on the international portfolio investment activities of Canadian residents and non-residents. This data is used to analyze the international financial flows, assess the impact of globalization on the Canadian economy, and aid in the formulation of economic policies.

What information must be reported on canadian portfolio investment survey?

The Canadian Portfolio Investment Survey requires the reporting of detailed information on foreign securities holdings for Canadian residents and Canadian securities holdings for non-residents. This includes information such as the type of securities held, country of issuer, currency denomination, and market value at specified dates.