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Regulatory Documents

The documents listed below will provide you with a better understanding of the account relationship and services provided by MD Management Limited, the importance of the client information you provide to your advisor, and any potential conflicts of interest.

If you have any questions about these regulations, or the documents we’ve referenced, please contact us by calling the toll-free number 1 800 267-2332, or by writing to us at MD Management Limited, 1870 Alta Vista Drive, Ottawa ON K1G 6R7.

MD Management Limited Relationship Disclosure

MD Management Limited (MDM) believes the best way to help you meet your financial goals, and for us to keep serving you as a valued client, is to provide you with the account type(s) you want and access to investments in a way that best suits your needs. We want to help you save and invest in the way that is most comfortable for you in the changing environment in which we live. For this reason, we would like you to have a good understanding of the products and services we offer; the features of your account(s) and how it/they operate(s); and our responsibilities to you.

MD Management Limited Conflicts of Interest Disclosure

Actual, potential and perceived conflicts of interest arise where an action or decision by someone has the effect of benefiting an individual (including him or her) or a group of people at the expense of others. MD Management Limited (MDM) has policies and procedures in place to address the handling of conflicts of interest. They are outlined in this document.

MD Management Limited Planholder Information Guide

A document that contains the terms and conditions of your account.

MD Management Limited Disclosure of the Relationship between the MD Group of Companies

A document that outlines the role of MD Management Limited (MDM) and its relationships within its larger corporate structure.

MD Management Limited. Member – Canadian Investor Protection Fund.