IIS Hosts IBOR Lunch & Learn on June 19th 2024
June 17, 2024
Infinite Investment Systems Ltd. is pleased to be hosting a very special Lunch & Learn event at the Shangri-La Hotel in Toronto on Wednesday, June 19th from 12:00 pm to 2:00 pm. The topic is about the importance of maintaining an independent Investment Book of Record (IBOR) and some of the misunderstood facts about what is required by regulators.
Our expert panel (Victoria Paris, Melissa Ghislanzoni M.A., LL.B and Vipool Desai) will help unpack the findings of the latest OSC Summary Report and share some practical advice on how you can remain compliant. There will be lots of time allotted for Q&A, so be sure to come with all of your questions.
Are you interested in attending? Please reach out to Mike Zegers or Adam Beach, CFA for more information.