Firm Resources

Questions regarding membership details can be directed to our membership team or 1-888-451-4519 ext. 2418.

Membership Kit

• An overview of OBSI
• Firm FAQs
• Establishing and communicating your complaints-handling process
• Tips for resolving client complaints
• Consider including a link to OBSI’s website in your firm’s complaint guidance for your clients

Consumer Brochure

• Step-by-step consumer complaint guide

Corporate Documents

• Terms of Reference
• Corporate By-Law
• Annual Report

Please visit our How We're Regulated page for more information on banking and investment regulations.