When we go to the office every day, we carry on a time-honored tradition of getting to know our clients on a first-name basis, and personally meeting their insurance needs. It's a tradition
I acknowledge that the client has given the consent to process the
personal data in accordance with the terms of the compliance department.
Based on the region selection above, the data will be controlled by the
advisor and will not shared with anyone else.
CHOICES
O Client was presented with this needs analysis and client decided to
purchase an insurance for the amount of $...................
O The client did not want to go through the needs analysis process and
knew the amount of coverage they wanted
Conflict of Interest
It is my duty to disclose any conflict of interest with respect to my
overall recommendations, to you, as my client. As an Independent
Broker, I am bound by the laws governing life insurance agents in the
province of ___________ and the Code of Ethics of my professional
association, Independent Financial Brokers of Canada.
This means that any insurance/financial products I recommend,
will be what I deem best suited to meet your needs without regard to
compensation practices of any one company.
Acknowledgement
Your signature on this form acknowledges that you have received this information
and do not waive any legal rights you may have. Should you require further information,
or if you have a complaint, I will assist you personally, or direct you to the appropriate resource.
“I have been informed of, and understand the products & services offered by________________________and understand the implications of this disclosure including any conflict, or potential conflict of interest associated."
Agent Name:
Phone
email:
Dated this
Client's Signature:
Agent Signature
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