Presentations
Implementing an Outsourcing Relationship in Compliance with OSFI Guideline B-10
| Date: |
07/06/2010 |
| Professional: |
Terry Hall
|
| Conference: |
Regulatory Compliance for Financial Institutions |
| Organizer: |
The Canadian Institute |
| City: |
Toronto |
Terry Hall will be a co-speaker at this seminar on November 18, 2010.
Seminar Agenda:
- Quick overview of the OFSI requirements for outsourcing
- What challenges are being faced with OSFI B-10 guideline? How are others overcoming these challenges?
- Emerging risks and novel compliance best practices in outsourcing
- Practical risk-assessment approach: bettering your contracts process for outsourcing from the time it’s considered, right through to signage
- What to include
- Reviewing and selecting the right service provider
- Knowing what constitutes adequate due diligence and ongoing review of service providers
- Recognizing specific considerations related to offshoring
- Ongoing monitoring of outsourced relationships for compliance complaints and ensuring FCAC compliance
For more information please click to view:
Terry is a partner in our Financial Services Group. His practice emphasizes regulatory and transactional matters involving financial service providers and other businesses. |
