A vintage microphone next to text that reads “EPISODE 2 Account transfers” and a soundwave graphic. Podcast title “Policy to Practice” is in the top left. Website is listed as www.sima-amvi.ca.

Account transfers

Tune in to learn about CIRO’s proposal to modernize Canada’s account-transfer system. This episode breaks down issues with the current system, opportunities for enhancement, and how firms can prepare for the changes.

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Featuring:

  • Marcy Einarsson, Director of Regulatory Compliance, SIMA
  • James Stares, Director, Head of Solutions & Services, Fundserv

Full episode

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