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.

Contact us to determine your needs and the type of services we can offer you!