Canadian brokerages are legally obligated to keep track of past transactions with clients who have transacted within a 5 year period which creates something called a "business relationship" under our proceeds of crime laws with FINTRAC. It would be so much better to have the ability to enter a clients name in global search and all of their past transactions would index for quick reference.
Created By Pacific Place Group
RequesterCanadian brokerages are legally obligated to keep track of past transactions with clients who have transacted within a 5 year period which creates something called a "business relationship" under our proceeds of crime laws with FINTRAC. It would be so much better to have the ability to enter a clients name in global search and all of their past transactions would index for quick reference.
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