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Surviscor produces the most comprehensive online brokerage analysis in North America. Surviscor reviews Canadian discount brokerage firms who offer online brokerage service to self-directed investors in Canada. The minimum requirements are:

1. Transactional capabilities in Canadian and US markets
2. At minimum, the firm must be registered for business in Ontario and Quebec
3. Minimum account opening balance requirement no greater than $50,000 CDN

The Online Discount Brokerage scorCards™ focuses on the self-directed Investor and is broken down into three profiles:

1. Passive Investor
2. Serious Investor
3. Active Investor

Surviscor defines an Investor as a self-directed individual who typically:

• Has the ability to understand the value of investing
• Requires a well-diversified portfolio and a structured financial plan
• Is self-reliant and prefers to self-direct his/her portfolio
• Requires various tools and resources to make investment decisions
• May display 'professional trader' activity traits; however, does not perceive investments as a job

The Online Discount Brokerage Review analyses 7 main categories which are further broken down into 32 sub-categories. The main categories are:

1. Getting Started - Public Site Review
2. Website Design
3. Account Services
4. Market Intelligence
5. Website Transactions
6. Online Resources
7. Cost of Services

• Q1-2012: January 2012
• Q3-2012: July 2012