Independent Evaluation of OBSI (2021)

OBSI undertook two independent evaluations of its operations and practices in 2021. One evaluation is related to investment-related complaints, and the other to banking-related complaints.

Below please find all available documents relating to these independent evaluations.

June 25, 2021

• Request for Proposals – 2021 Independent Evaluation of OBSI Investment Mandate
• Request for Proposals – 2021 Independent Evaluation of OBSI Banking Mandate
  

July 16, 2021

• Responses to questions received – Banking & Securities Reviews

October 26, 2021

• Stakeholder Announcement: Professor Poonam Puri to conduct OBSI’s 2021 Banking and Investment independent external reviews

November 4, 2021

• Request for Comment on the Independent Evaluation of the OBSI with respect to Banking-Related Complaints
• Request for Comment on the Independent Evaluation of the  OBSI with respect to Investment-Related Complaints

January 31, 2022

Submissions

June 13, 2022

Independent Evaluation of the OBSI Investments Mandate

September 1, 2022

Independent Evaluation of the OBSI Banking Mandate

October 26, 2022

OBSI Response to External Review Recommendations