Videos: Helping Clients Understand the Client Relationship Model - Phase 2 (CRM2)


The BCSC has created five videos to help investors understand the information they will receive under CRM2. You may want to share these videos with your clients.

Know What to Expect from Your Registered Investment Advisor

CRM2 - What To Expect from Investment Advisor  

Know What You Pay When You Buy or Sell an Investment

CRM2 - What You Pay When You Buy Sell Investments

Know the Value of Each of Your Investments

CRM2 - Value of Each of Your Investments

Know Your Investment Account Performance

CRM2 - Investment Account Performance

Know the Cost of Your Registered Investment Advisor

CRM2 - Cost of Investment Advisor

You can find more investor information on the BCSC’s investor education website, InvestRight.org

For more information on CRM2, see: