Mar 28, 2017
Changes to RDBA Forms
New regulations
RDBA forms are being updated in order to be compliant with new regulations including those from FCAC, CRS and FINTRAC.
Re-design
We have had discussions with the Broker Advisory Group about re-designing the structure of RDBA Forms to allow Brokers and Affiliates to more easily re-use the same signed forms with multiple FIs. This re-design will...
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Mar 28, 2017
RDBA Member Numbers
What is my RDBA Member Number?
The RDBA Member Number has been used for many years by RDBA Staff as the single, unique identifier for each...
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Feb 20, 2017
RDBA Univeris Users Group: Request for Participation
Background
RDBA has identified a number of Deposit Broker and Affiliate members who use Univeris’s EWMS wealth platform for their practice. EWMS fully integrates back-office operations,...
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