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  • Writer's pictureDeborah
    • Jun 11, 2020

On June 10, the Canadian Securities Administrators (CSA) announced that it will grant portfolio managers the possibility to use client relationship management (CRM) specialists that will not provide stock-picking advice.


These CRM specialists will be subject to specific terms and conditions.


The Portfolio Management Association of Canada (PMAC) published a statement welcoming these changes.


The CSA release can be found here :

https://www.securities-administrators.ca/aboutcsa.aspx?id=1926

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