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While final fees will not be determined until approved by our board in late September and will not be invoiced until November 1, the purpose of this bulletin is to assist firms in their annual planning by sharing the likely direction of OBSI fees for 2022.
Read OBSI's latest newsletter featuring our newest case study, consumer bulletin, notice of independent evaluations and more.
OBSI undertook two independent evaluations of its operations and practices in 2021.
If you invest through a do-it-yourself account at an order-execution-only (OEO) firm, you can pay significantly less in fees than you would to an advisor.
Deferred sales charges (DSCs) are fees that mutual fund investors pay to the mutual fund company if they sell the mutual fund within a certain time after purchasing it.
The Ombudsman for Banking Services and Investments (OBSI) has released its Annual Report for 2020.
Read OBSI's latest newsletter featuring our annual report, our latest consumer bulletin for fraud month, and more.
Canadians have good reason to fear getting scammed.
OBSI’s Board of Directors is pleased to announce two recent appointments to the board and one to the Consumer and Investor Advisory Council (CIAC).
Every March, we release our annual report to share OBSI’s achievements over the past year. This year, we celebrate one of our biggest milestones to date — 25 years of service and a demonstrated track record for inspiring confidence in Canada’s financial services sector.
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