Keyword: Know your client

142 results found
stack of files

Former Scotia Capital rep sanctioned in settlement with CIRO

Judge's gavel with magnifying glass on black.

Firm admitted to serving retail investors before SRO approvals, systems in place

confused man

Compliance sweep uncovers issues with identifying, disclosing and managing conflicts of interest, including conflicted compensation

a woman looking at her computer

Small, straightforward tech solutions can have big payoffs, OSC TestLab finds

online comments

Protect yourself by creating a robust client communication trail

Online brokerage firm fined for compliance issues related to complaints, options approvals

Regulators' actions show that code is not above the law

old way, new way

No matter where you are in your career, compliance requirements are a must

Partners discussing new plans

Regulator's reviews uncover shortcomings in brokers' Reg BI compliance

U.S., European authorities take down Bitzlato platform