CSA FinHub Data Portability Forum – Calgary
Data portability in the investment market – Calgary forum
In-person and online
9/18/2025 10:00 AM
The Canadian Securities Administrators (CSA) hosted its second Data Portability Forum on September 18, 2025 in Calgary to continue the conversation started in May in Vancouver.
The forum discussed industry perspectives, obstacles, advantages, and what a live testing environment might look like.
The Data Portability Forum is a national conversation and a third and final forum is scheduled for Montreal, Quebec, in November 2025.
The CSA Collaboratory’s first test considers issues raised by data portability, with a focus on electronic know-your-client practices (e-KYC). The test seeks to gather information related to:
- The use of data portability in mitigating investor risk.
- Privacy and security concerns.
- Possible regulatory barriers affecting the development of data portability solutions.
Learn more
- Data Portability and eKYC: Phases 1 and 2
- CSA Multilateral Discussion Paper 11-406 CSA Financial Innovation Hub Introduces Collaboratory and Data Portability Test
For more information, contact Chelsea Tolppanen and Mohamed Zohiri.
A recording of the Calgary forum is available on the CSA website.