Ombudsman for Banking Services and Investments – OBSI

Claret is a member of the OBSI.

Claret is a member of the OBSI – Ombudsman for Banking Services and Investments – as required by Nation Instrument 31-103 for provincial regulators across Canada, except for Quebec.

OBSI is an independent dispute –resolution service that investigates unresolved disputes at no charge to the client. They can be reached at 1-888-451-4519 or at www.obsi.ca.

A similar service is available to clients in the province of Quebec through the AMF – Autorité des marchés financiers.

Author

  • Claret
    Claret Asset Management specializes in offering portfolio management services to high net worth clients. We are completely independent and free of conflicts of interest. Claret was founded in 1996 with the objective of answering the growing needs of private investors.

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