Investment Suitability and Loss Assessment Process (2012)

OBSI issued a consultation paper in 2011 detailing its investment suitability and loss assessment process.

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

May 26, 2011

Public Consultation on Investment Suitability and Loss Assessment Process

• Consultation Paper: Suitability and Loss Assessment Process - PDF

May 27 - July 25, 2011

Submissions

• Summary of Stakeholder Comments - PDF

May 10, 2012

Public Consultation on Proposed Changes to Investment Suitability and Loss Assessment Process

• Summary of Public Comments Relating to OBSI's Suitability and Loss Assessment Process, and Request for Comments on Proposed Changes - PDF

May 12 - July 9, 2012

Submissions

November 2, 2012

Conclusion of Consultation Process Regarding OBSI's Investment Suitability and Loss Assessment Process 

• Summary of Written Feedback - PDF
• Approved Changes to OBSI's Suitability and Loss Assessment Process, and Summary of Public Comments - PDF