An 82-year-old woman received a letter from her friend in which the friend admitted she took $1,940 from the client's bank account before leaving the country. The client immediately informed both the police and her bank.
The Ombudsman for Banking Services and Investments (OBSI) appoints Douglas Melville as new Ombudsman and CEO
From the Ombudsman's desk • OBSI-AMF Communiqué • Proposed new statistical reporting • Case Study- Suitability • OBSI Outreach
The clients, a married couple in their early 50s, received a $650,000 settlement from a car accident which permanently disabled the husband. They consulted with an investment advisor about how to invest the money.
From the Ombudsman’s desk • Case Study: Credit Card Fraud • Serving a diverse population
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