OBIS How-To Task Guides

Here are helpful documents for licensees using the BAO’s new Ontario Bereavement Information System (OBIS) Licensee Portal. OBIS is the new platform for the BAO’s Licensee Portal and for the BAO Public Register. (You may read background on this in our April 16, 2024 Notice to the Profession.)

OBIS Task Guides (PDFs) for the Licensee Portal

• Cases and Complaints
• Internships, Exams, Personal Licensing and Renewals
• Licensing
• Profile
• Fund Trust Reporting
  – Report on Care & Maintenance Funds and Accounts,
  Report of Prepaid Funds, Release of Capital,
  C&M Fund Transfers