The Canadian Securities Administrators (CSA) today published an annual activity report outlining its investor education and outreach efforts over the past year.
The CSA Investor Education Committee continues to prioritize investors’ needs and develop innovative ways to help Canadians understand more about their finances,” said Louis Morisset, CSA Chair and President and CEO of the Autorité des marchés financiers. “The latest activity report is a testament to the success the Committee has had in reaching investors across Canada with important educational information and resources.
In 2016-2017, the CSA launched campaigns to educate investors about the importance of checking registration and how to recognize and avoid binary options scams.
The CSA also adapted and promoted videos to raise awareness about new requirements under the Client Relationship Model Phase 2 (CRM2) and related changes to how advisers must report to their clients on the costs, performance, and value of their investments.