Skip to Main Content

Bulletin #0650-M

Membership Information
Ontario Securities Commission’s Investor Advisory Panel – Research Project

Contact: Ken Woodard
BULLETIN #0650-M
Director, Communications and Membership Services
July 2, 2015
Phone: 416-943-4602

E-mail: kwoodard@mfda.ca


MFDA Bulletin

Member Information

For Distribution to Relevant Parties within your Firm

Ontario Securities Commission’s Investor Advisory Panel – Research Project

For information purposes, the Ontario Securities Commission’s Investor Advisory Panel has
engaged PlanPlus Inc. (“PlanPlus”) to perform research regarding risk tolerance assessment
practices in the investment industry. Further information regarding the project can be found at
http://www.osc.gov.on.ca/documents/en/Investors/iap_20150603_risk-tolerance-research.pdf.

To obtain feedback on existing industry practices, PlanPlus has developed a brief survey for
Members and Approved Persons to complete. Members and Approved Persons who wish to
participate in this project can access the survey on the PlanPlus website at
http://www.planplus.com/ca/risk-profiling-research-project/.

DM#434642
Page 1 of 1