- Supplementary Resources
- Federal Legislation Awareness Compliance
- Fraud Prevention and Education
- New Business Guidelines
- Optional Benefits – Auto Insurance
- Product Suitability – A Best Practices Approach
- Water Damage
Previous Versions
Handbook (2019)
- Principal Broker
- Deputy Principal Broker
- Branch Locations
- Key Regulatory Provisions
- Marketing Guidelines (2016)
- Client Consent for Name Referral Form (2016)
- Disclosure of Facts Indicating Potential Conflict of Interest
- Fair Treatment of Customers
- CISRO Conduct Guidance
- Guidelines to Assist in Completing FORM 1