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OSC engages BEworks to help advisors collect trusted contact information

By The IJ Staff | November 10 2020 02:30PM
Flash | CANADIAN SECURITIES ADMINISTRATORS (CSA) | ONTARIO SECURITIES COMMISSION (OSC) | BEWORKS | Regulation | Compliance 

Photo: Freepik

The OSC has released a report, developed in collaboration with consulting firm BEworks, that identifies ways of increasing the likelihood that older investors will appoint a Trusted Contact Person.

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Flash
CANADIAN SECURITIES ADMINISTRATORS (CSA)
ONTARIO SECURITIES COMMISSION (OSC)
BEWORKS
Regulation
Compliance