Skip to Main Content

Bulletin #0636-M

Membership Information
Member Consultation Group – Servicing Senior Clients

Contact: Ken Woodard
BULLETIN #0636 – M
Director, Membership Services & Communications
April 2, 2015
Phone: 416-943-4602

MFDA Bulletin
Membership Information

For Distribution to Relevant Parties within your Firm

Member Consultation Group — Servicing Senior Clients

The MFDA is seeking representatives from MFDA Members to participate in a consultation
group on servicing senior clients (“The Seniors Consultation Group”). The purpose of the
Seniors Consultation Group will be to provide MFDA Staff with feedback as to what challenges
they face in servicing senior clients, and which focus areas regarding the servicing of senior
clients Members would most like to receive guidance on from MFDA staff.

Individuals interested in participating on the Seniors Consultation Group should email their
name, position, contact information, and the name of the MFDA Member they represent to the
attention of Ken Woodard, Director of Membership Services.

The deadline for submissions is April 30, 2015. MFDA Staff will select individuals with a view
to ensuring that the Seniors Consultation Group is reasonably representative of the diversity of
MFDA Membership.

Page 1 of 1