Category: Uncategorized

May 1, 2020 – Changes to mortgage brokerage obligations

As of May 1, 2020, mortgage brokerage (previously governed by the Organisme d’autoréglementation du courtage immobilier du Québec (OACIQ)) becomes a discipline covered by the Act respecting the distribution of financial products and services (LDPSF) and therefore becomes subject to the regulations of the Autorité des marchés financiers (AMF). These changes will have an impact

Continue Reading

What concerns does COVID-19 cause for your customers?

COVID-19 is currently the “hot” topic. The current situation raises many concerns for the population, and therefore for your customers. Here are a few subjects that might be interesting to discuss with them, which the AMF addresses in its newsletter: The impact on travel insurance The impact on investment returns Financial fraud Keep in mind

Continue Reading

Compliance: online as well

A little reminder that compliance also concerns your online exchanges! Here is a very relevant article that gives you some good practices to keep in mind 🙂 (French Only)

Continue Reading