Rules & Legal

Purpose & Nature of Information

Madalytics publishes factual records of trades executed in its own brokerage account.
All materials are educational and impersonal in nature.
They do not constitute investment advice, financial planning, or solicitation to buy or sell any security.

Publisher Exemption (NI 31-103)

Under Canada’s National Instrument 31-103, impersonal educational publishing that does not handle client funds and does not tailor information to individual circumstances is not required to register as a dealer or adviser.
Madalytics operates exclusively under this exemption.

Reference links:

  • Ontario Securities Commission – NI 31-103 — link
  • Canadian Securities Administrators – Registration Information — link

Execution Record Format

All Telegram posts follow the legally compliant “Execution Record” structure:

[Execution Record]
Date Executed: YYYY-MM-DD
Instrument: TICKER
Action: Buy / Add / Trim / Sell / Rebalance / Hold
Execution Price: $ XX.XX
Context: Personal account record — posted ≥ 24 hours after execution.
Purpose: Educational transparency only.

Each post is a factual archive, not an instruction.

Timing & Delay

Every record is published no sooner than 24 hours after execution.
This ensures posts are historical disclosures, not trade recommendations.

Instruments & Approach

  • Listed equities and long-only ETFs only.
  • No shorts, options, or leverage.
  • Position size and duration vary by conviction; preservation of capital takes priority.

No Advisory Relationship

Accessing Madalytics content does not create a client–advisor relationship. Madalytics does not:

  • Manage client assets
  • Provide suitability assessments
  • Offer individualized recommendations
  • Accept fiduciary duties of any kind

Liability Limitation

All materials are provided as-is for educational purposes.
Madalytics accepts no liability for any losses, gains, or actions arising from use of its content.

Conduct & Access

Membership access is discretionary. Accounts may be suspended or revoked to preserve confidentiality and discipline.

  • If revoked without cause → unused term refunded.
  • If revoked for cause → no refund.

Jurisdiction & Records

Jurisdiction: Québec Civil Code + Canadian Federal Law.
All records (Telegram messages, PDFs, emails) retained 7 years.

Summary Statement

Madalytics is a publisher of impersonal, delayed trade disclosures.
Subscribers observe process and transparency — not instructions.
If you require personalized advice, contact a licensed professional.

Next: FAQ