Helping Clients Understand the Client Relationship Model - Phase 2 (CRM2)

The British Columbia Securities Commission has created five videos to help investors understand the information they will receive under Phase 2 of the Client Relationship Model (CRM2).

You may want to share these videos with your clients. You can find more investor information on the BCSC’s investor education website, InvestRight.org.

For more information on CRM2, see:

Know What to Expect from Your Registered Investment Advisor

[EMBED VIDEO: https://www.youtube.com/watch?v=hUTBjvz7GIo&feature=youtu.be]

Know What You Pay When You Buy or Sell an Investment

[EMBED VIDEO: https://www.youtube.com/watch?v=z1gxymvD3XA]

Know the Value of Each of Your Investments

[EMBED VIDEO: https://www.youtube.com/watch?v=fESf1TF2gHQ]

Know Your Investment Account Performance

[EMBED VIDEO: https://www.youtube.com/watch?v=ozdSfqxWLrA]

Know the Cost of Your Registered Investment Advisor

[EMBED VIDEO: https://www.youtube.com/watch?v=gKTqCIA9pvw]