Licensing and regulation
O'Shares Invest operates on a simple rule: say exactly what we do, under which framework, and with which limits. This page summarizes the regulatory environment that applies to our activity in Canada and how we meet it, including how complaints escalate to OBSI when we cannot resolve them ourselves.
The service provides analysis and support for investment decision-making. We do not hold client funds: your money stays in your own linked exchange or bank account, connected with read-only permissions for analysis.
Registration open, limited spots
By creating an account, you agree to our Privacy Policy and Terms of Use.
An account manager will call you within 24 hours.
Applicable regulation
One table per market where the service is available. Specific registration identifiers are confirmed with the relevant provider on request and published once officially confirmed; we do not invent licence numbers.
| Jurisdiction | Regulator | Registration / regulatory basis |
|---|---|---|
| Canada | CIRO (Canadian Investment Regulatory Organization); complaints escalated via OBSI; FINTRAC for anti-money-laundering obligations | Complies with applicable Canadian requirements for client onboarding, identity verification and complaint handling. Registration details are confirmed with the relevant provider on request. DEMO-2026-001: fictional demonstration reference, with no regulatory validity |
Cash deposits with a member institution may be eligible for CDIC coverage, subject to its rules. Eligible securities held by a member investment dealer may be covered by CIPF, subject to its limits. Crypto and other digital assets are generally not covered by CDIC or CIPF.
How we treat regulatory transparency
Mandatory identity verification
Every user completes KYC before trading, as required by Canadian anti-money-laundering rules. Verification also protects your account against impersonation attempts.
Responsible marketing
We publish no performance promises and no testimonials presented as verifiable results. The reviews on our home page are individual opinions and are labelled as such.
Open documentation
Terms, privacy, risk disclosure, fees and the withdrawal policy are public pages. Nothing that governs your use of the service is hidden inside a private contract.
A formal complaints channel
Complaints follow a documented process with response timelines and escalation to OBSI where our internal answer does not resolve the case, as described on the Complaints page.
To request confirmation of any regulatory detail, write to [email protected] and the compliance team will answer in writing.