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:
- CSA Notice 31-345 Cost Disclosure, Performance Reporting and Client Statements – Frequently Asked Questions and Additional Guidance
- Registrant Outreach Workshop, April 2016
- Registrant Outreach Workshop, June 2015
Know What to Expect from Your Registered Investment Advisor
Know What You Pay When You Buy or Sell an Investment
Know the Value of Each of Your Investments
Know Your Investment Account Performance
Know the Cost of Your Registered Investment Advisor