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External Reviews: Public consultation period extended

Posted on Monday, November 15, 2021 04:06 PM

As previously announced, Professor Poonam Puri is currently leading two separate independent reviews of OBSI’s operations and practices relating to our banking and investment-related mandates.

Consultation with stakeholders is an important component of these evaluations. Based on recent feedback we have received following the consultation announcement on November 4 and to ensure that all stakeholders who wish to participate in the consultation are able to do so, the evaluators have extended...

External Reviews: Public consultation now open

Posted on Thursday, November 04, 2021 06:43 PM

As previously announced, Professor Poonam Puri is currently leading two separate independent reviews of OBSI’s operations and practices relating to our banking and investment-related mandates.

The independent reviews are expected to conclude with final reports delivered to OBSI by late January 2022 for the investment review and late February 2022 for the banking review. Publication of the final reports will follow.

Consultation with stakeholders is a key component of these evaluations. To facilitate...

Terms of Reference Renewal Project (2018)

Posted on Tuesday, December 18, 2018 02:30 PM

OBSI underwent a public consultation process in 2018 on the modernization of its Terms of Reference in order to make them easier to use and current.

Below please find all news items and documents related to the Terms of Reference Renewal Project.

April 13, 2018

Terms of Reference Renewal Project: Public Consultation

  • Updated Terms of Reference (Appendix A) - PDF
  • Previous Terms of Reference (Appendix B) - PDF
  • Summary of changes to the Terms of Reference (Appendix C) - PDF
  • The table of concordance...

Independent Evaluation of OBSI (2016)

Posted on Tuesday, May 31, 2016 10:15 AM

OBSI underwent an independent evaluation of operations and practices for investment-related complaints in 2016.

Below please find all news items and documents related to the public consultation process of the independent evaluation.

January 6, 2016

Independent Evaluation of OBSI

  • Memorandum of Understanding concerning oversight of the Ombudsman for Banking Services and Investments - PDF
  • Request for Comment on the Independent Evaluation of the Ombudsman for Banking Services and Investments with...

Terms of Reference Revisions (2013)

Posted on Thursday, December 19, 2013 11:00 AM

OBSI underwent a public consultation process in 2013 to revise the Terms of Reference as part of the governance reform process, initiated in 2011.

Below please find all related news items and documents.

June 12, 2013

Consultation on Proposed Changes to OBSI's Terms of Reference - PDF

June 12 - August 12, 2013

Documents and Submissions

August 12, 2013

Consultation period is now closed

December 19, 2013

OBSI Board approves new Terms of Reference

  • Approved amendments to OBSI's Terms of Reference and Board...

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