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OMBUD

Credit Information Ombud

 The office of the Credit Information Ombud resolves complaints from consumers and businesses that are negatively impacted by Credit information. At all times we will act honestly, independently and fairly, balancing the rights of both credit receivers and credit grantors. All matters will be ...
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FAIS Ombud

 The objective of the FAIS Ombud is to consider and dispose of complaints by clients against financial services providers in the terms of the FAIS Act.
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Ombudsman for Banking Services

 The Ombudsman for Banking Services (OBS) resolves individual complaints about banking services and products. We aim to do this impartially, fairly and confidentially.
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Ombudsman for Long-Term Insurance

 The mission of the Ombudsman for Long-term Insurance is to mediate in disputes between the subscribing members of the industry and policyholders.
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From The Glossary »

Portfolio manager:

Used in the context of general equities. Professional responsible for the securities portfolio of an individual or institutional investor, such as a mutual fund, pension fund, profit-sharing plan, bank trust department, or insurance company. In return for a fee, the manager has the fiduciary responsibility to manage the assets prudently and choose which asset types are most appropriate over time.
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