A closer look at CRM and CRM 2

Part one of this three-part series on the Client Relationship Model (CRM) and CRM 2 looks at further reforms being proposed by investor advocates. Part two will examine implementation issues arising out of the CRM initiative. The third article in the series will cover the role of self-regulatory organizations. Learn more about the policies and detailed requirements of CRM 2, coming into force July 2014, and in stages over the next two years, in a webinar now available on CE Place, and in a video now available on IE.TV.

April 1, 2014

Firms under SROs still seeking reassurances on CRM 2 implementation

Those overseen by IIROC and MFDA want clarity on which rules will apply to them

April 1, 2014 October 21, 2019
13:41

Long road ahead in implementing CRM 2

With some rules still not finalized and costs unclear, there is much unknown territory for firms to navigate

March 31, 2014 October 21, 2019
12:30

Does the Client Relationship Model go far enough?

Investor advocates are pushing for even greater changes to the advisor/client relationship

March 28, 2014 October 21, 2019
14:10

How CRM 2 can enhance your clients’ experience

Prema Thiele, partner at Borden Ladner Gervais LLP, breaks down the challenges of implementing the second phase of the Client Relationship Model. She explains how CRM 2 can make the advisor/client relationship stronger, and enhance your business.

March 24, 2014 October 30, 2019
16:20