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Bulletin #0688-C

For further information, please contact:

Marc Guerin
Director, Member Education
Compliance
For Distribution to Relevant Parties within your Firm

CRM2 Webcast

A webcast presented by Susan Silma of CRM2 Navigator on the Client Relationship Model Phase 2 (“CRM2”) titled CRM2 – Changing the Relationship with Clients has been posted to our CRM2 Resources page.

The presentation provides insight into how clients may interpret and understand the cost and performance information included in their statements. It also provides guidance and tips for defining a value proposition and incorporating the cost and performance information into a broader discussion with clients regarding their goals, objectives, and risk tolerance.

Additional resources regarding CRM2 requirements and implementation can be found on our CRM2 Resources page.

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