Investor Advisory Panel Initiatives
In accordance with our mandate, the Investor Advisory Panel has selected the initiatives listed below for consideration. We welcome your comments about these issues.
The Panel strives to maintain transparency and may post your submission on its webpage. Please identify yourself, as well as any organization you may represent, when sending your comments as well as a return address if you would like an acknowledgement upon receipt.
Please note that submissions sent anonymously are not eligible for posting on the webpage.
|July 29, 2019||IAP Report: A Measure of Advice: How much of it do investors with small and medium-sized portfolios receive?|
|January 23, 2017||Risk Profiling Roundtable Facilitator’s Report|
|January 23, 2017||Risk Profiling Roundtable Discussion Guide|
|November 12, 2015||Current Practices for Risk Profiling in Canada and Review of Global Best Practices Report|
|June 3, 2015||Risk Tolerance Research|
|December 12, 2014||Facilitator's Report - Seniors Roundtable September 2014|
|September 29, 2014||Consultation Paper - Seniors Roundtable September 2014|
|March 18, 2013||Investor Advisory Panel Releases Survey Findings on Adviser/Investor Relationship|
|April 12, 2012||The Investor Advisory Panel Seeks Your Input
|December 1, 2010||OSC Investor Advisory Panel Seeks Investor Feedback on Initiatives