Oak Trust

Experienced proven advisors

Complaint Procedures at Oak Trust Company

If at any time you have a concern regarding our staff or services provided through Oak Trust Company the following steps are suggested:

Step 1

You may contact your account representative directly to obtain assistance with your concern, or

Step 2

You may contact the Internal Ombudsman for Oak Trust by either writing, contacting by telephone, facsimile or by e-mail. The following contact information is provided to assist you:

367 Queens Avenue
London, Ontario N6B 1X5
Telephone: 433-6638
Fax: 519-433-6631
E-mail: mschurmans@oaktrust.ca

or

Step 3

You may contact the Ombudsman for Banking Services and Investments at:

Ombudsman for Banking Services and Investments
P.O. Box 896
Station Adelaide
Toronto, Ontario M5C 2K3
Telephone: 1-888-451-4519
Toll-Free Fax: 1-888-422-2865
Toronto area telephone: 416-287-2877
Toronto area fax: 416-225-4722
E-mail: ombudsman@obsi.ca
Web site: obsi.ca
Administration: 416-225-4410

If, at any time, you are still not satisfied with how we have dealt with your concerns, please write to:

Financial Consumer Agency of Canada (FCAC)
6th Floor, Enterprise Building
427 Laurier Avenue West
Ottawa, Ontario K1R 1B9
Web site: www.fcac-acfc.gc.ca
Telephone: 1-866-461-3222

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