Our Services

La Conformité accompanies you in your compliance process. We offer several services adapted to your needs:

Audit of your counselors’ records to ensure compliance with the laws and production of reports;
Recommendations on changes and/or corrections to be made, tools that could be used, etc.;
Accompaniment of the person in charge of compliance within your cabinet in anticipation of a hearing by the Chambre de la sécurité financière and/or the Autorité des marchés financiers;
Due diligence service when purchasing a life insurance cabinet and/or a block of business, allowing you to make an offer that is fair and equitable for both parties;
Compliance training (accredited by the Chambre de la sécurité financière, allowing you to obtain PDUs);
Tailor-made compliance advice, up-to-date compliance documentation, etc.