Considering a CIRO Registration

B2B Bank Dealer Services has the experience and resources to effectively manage your transition with B2B Bank Dealer Services CIRO Migration Assistance.

We can help

  • Assessment and counselling
  • Referral to legal and compliance resources
  • Migration Plan
  • Migration Management
  • CIRO Platform Training
  • On Going Dedicated Service and Support Contacts

B2B Bank Dealer Services suggests a 10 point program that includes:

  1. Discovery phase
  2. Detailed proposal
  3. Data collection
  4. Account and document creation
  5. Account Inventory and Document Delivery
  6. Investor approval
  7. Platform training
  8. Progress tracking
  9. Migration close out report
  10. Ongoing service, support and communication