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OBSI resolves disputes between 1,500 financial services firms and their consumers

News

  • Firm Bulletin: 2026 Fees for Participating Firms

    As a not-for-profit organization, OBSI recovers all of its budgeted operating expenses from its participating firms each year. OBSI's budget and the allocation of this budget between the different industry sectors that use OBSI's services is approved by OBSI's Board of Directors each September. Our board also considers fairness and the impact of fee changes on member firms when setting fees. A guiding principle is that no sector or registrant category should subsidize another.

  • Consumer Bulletin: An investor’s guide to understanding investment suitability and working with an investment advisor

    Investing helps to grow your savings, meet your financial goals and secure your financial future, but investing also involves risk and potential for loss. While all investors are interested in maximizing their gains and minimizing their losses, it’s typically not possible to do both at the same time. Generally, higher potential for returns means higher potential for losses. Investing wisely involves balancing your unique financial objectives and risk tolerance, as well as understanding the pros and cons of a wide range of different investments, account types and tax implications. 

  • OBSI e-News: Q2/2025

    Read OBSI's latest newsletter featuring our Q2 2025 case data & insights, OBSI's response to CIRO, and What's new in the Firm Portal.

    Click here to read OBSI e-news: Q2/2025.

Fraud Awareness

Senior investor falls victim to cryptocurrency scam

At OBSI, we have seen a significant increase in complaints related to cryptocurrency and fraud. Here’s what happened to a senior who was targeted in a crypto investment scam.

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