Lobbying registration dated 2026-01-28
Registrant: Andrew Mitchell
Client: Securities and Investment Management Association
Targeted institutions:
Competition Tribunal (CT)
Financial Consumer Agency of Canada (FCAC)
Finance Canada (FIN)
Canada Revenue Agency (CRA)
Office of the Privacy Commissioner of Canada (OPC)
Acts: Excise Tax Act
Pooled Registered Pension Plans Act
Income Tax Act
Government funding received:
Lobbying activity details:
Compliance framework for, and guidance to, investment funds industry with respect to implementation in Canada of U.S. Foreign Account Tax Compliance Act and The Organisation for Economic Co-operation and Development Common Reporting Standard.
Pension Benefits Standards Act and its Regulations, specifically its restrictions regarding the portfolio investments permitted to be held by pension plans that are regulated under the Act.
Canadian advantage in global capital markets, policy  initiatives announced in the Federal Budget or Economic statements to the extent they present new business opportunities for the investment funds industry
Amendments to Income Tax Act with respect to minimum withdrawals from Registered Retirement Income Funds (RRIF) in the economic statement
Senate National Finance Committee examination of the cost of owning mutual funds for Canadians, compared to Americans
The creation of a national financial literacy strategy and program, and the investment funds industry's contribution to that effort.
Amendments to Income Tax Act with respect to annual post-budget submissions
Amendments  to Income Tax Act with respect to annual pre-budget submissions
Technical amendments to Income Tax Act relating to investment funds
Framework for,  and implementation of, Pooled Registered Pension Plans (PRPPs) as described in the federal Pooled Registered Pension Plans Act and related regulations, bills and consultation papers regarding PRPPs as an additional retirement savings option for Canadians.
Amendments to Excise Tax Act with respect to the application of the goods and services tax and harmonized sales tax to investment funds
Proposals regarding Capital Markets Regulatory Authority, including framework and implementing legislation and regulations, specifically concerning the possible impact of the proposals on the investment funds industry, the national operations of our members, the capital markets of Canada and mutual fund investors.