Bulletins - Firms

As a not-for-profit organization, OBSI recovers all of its budgeted operating expenses from its participating firms each year. OBSI's budget and the allocation of this budget between the different industry sectors that use OBSI's services is approved by OBSI's Board of Directors each September. Our board also considers fairness and the impact of fee changes on member firms when setting fees. A guiding principle is that no sector or registrant category should subsidize another.

OBSI is changing the methodology used to allocate fees for CIRO regulated firms. The changes are intended to improve administrative efficiency, fee transparency and fee predictability for firms.

The total amount charged to the CIRO sector as a whole will not change as a result of adoption of the new methodology. However, how we allocate this amount among firms in the sector is changing. The changes will take effect in fiscal 2027.

We are pleased to announce that OBSI is implementing its Early Resolution initiative on an ongoing basis.

This initiative is designed to encourage firms to resolve complaints directly with consumers as early as possible in the OBSI process. As noted when the pilot was launched on November 1, 2025, early settlement of complaints can enhance consumer satisfaction and reduce resource demands, benefiting all users of our service.

We are pleased to announce the extension of our ongoing Proactive Resolution initiative pilot project to April 30, 2026 in order to allow for a more fulsome analysis of the initiative’s outcomes.

This initiative is designed to encourage firms to resolve complaints directly with consumers as early as possible in the OBSI process, which can enhance consumer satisfaction and reduce resource demands, benefiting all users of our service. The pilot was launched on November 1, 2025 for an initial 3-month period.

We are pleased to announce the launch of our Proactive Resolution initiative, a pilot project running from November 1, 2025 to January 31, 2026. This initiative is designed to encourage firms to resolve complaints directly with consumers as early as possible in the OBSI process. We believe early resolution can enhance consumer satisfaction and reduce resource demands, benefiting all users of our service.

As a not-for-profit organization, OBSI recovers all of its budgeted operating expenses from its participating firms each year. OBSI's budget and the allocation of this budget between the different industry sectors that use OBSI's services is approved by OBSI's Board of Directors each September. Our board also considers fairness and the impact of fee changes on member firms when setting fees. A guiding principle is that no sector or registrant category should subsidize another.

OBSI is pleased to announce the latest round of firm portal enhancements, now available to participating firms. Our updates aim to further improve the portal experience by focusing on features firms value most, including document upload improvements, additional information in the cases list, and new case statistics.

As a not-for-profit organization, OBSI recovers all of its budgeted operating expenses from its participating firms each year. OBSI's budget and the allocation of this budget between the different industry sectors that use OBSI's services is approved by OBSI's Board of Directors each September. Our board also considers fairness and the impact of fee changes on member firms when setting fees. A guiding principle is that no sector or registrant category should subsidize another.

As a not-for-profit organization, OBSI recovers all of its budgeted operating expenses from its participating firms each year. OBSI's budget and the allocation of this budget between the different industry sectors that use OBSI's services is approved by OBSI's Board of Directors each September. Our board also considers fairness and the impact of fee changes on member firms when setting fees. A guiding principle is that no sector or registrant category should subsidize another.