Comparisons of Remedial Actions

Some Comparisons Of Possible Remedial Actions That Can Be Taken To Recover Investment Losses

 

 

OMBUDSMAN FOR BANKING SERVICES AND INVESTMENT (OBSI)

ARBITRATION                     

LITIGATION

1

LIMIT $350,000

Limit $500.000

No Limit

2

Can only make recommendations for a settlement and not give a binding judgment

Binding, non-appealable Judgment

Appealable judgment

3

Cost: zero, but to improve chances of success, should have a representative at all stages of  the process. Cost $6,000 to $10,000

Cost: $8,000 to $12,000 (but some representatives work on a contingency basis i.e. no success-no-fee)                

Cost: Between $60,000 to $120,000

                  

4

Decision maker investigator who (usually) formerly worked in the financial services industry

 

Retired Superior Court Judge or Senior Lawyer

Judge

5

No provision for expert reports   essential and expert witness or expert evidence (which Judges and arbitrators deem essential in determining an investment loss claim)

Expert report essential. Expert witness can be called to support claim

Expert report and expert witness essential

6

No witnesses. Investigator interviews interested parties in separate interviews

Witnesses can and are called

Witness can be called

7

No opportunity for claimants   to hear and /or refute the other sides’ “testimony”                                

All evidence given in the presence of the other party

All evidence given in the presence of the other party

8

No cross-examination of interested parties to challenge or test the truth of their statements/evidence   

Cross examination allowed           

Cross examination allowed

9

No discovery of important and relevant documents

Discovery of documents allowed                                  

Oral and documentary discovery allowed

10

Parties cannot compel the other party to disclose/ furnish important documents which may be vital to that parties claim                  

Parties can be ordered by arbitrator to produce and disclose important documents thus avoiding prejudice to a party    

Parties can be ordered to produce and disclose important documents

11

Parties usually unrepresented with potential for disastrous results

Representation recommended. Very few investors can successfully represent themselves at arbitration

Representation recommended               

12

Takes four to nine months on average, to conclusion                 

Takes four to seven         months on average, to conclusion

Can take three to five years to conclusion

13

No fees payable to OBSI

Can opt out of paying other parties legal costs                       

Usually loser pays the winner’s legal costs (if unsuccessful)  

14

No provision for a pre-interview meeting, to agree/settle contentious issues

 

Pre –hearing held

Pre –hearing held

15

Cannot have a say in the selection of an investigator

Parties can choose an arbitrator from a panel of arbitrators

Cannot choose a Judge