Before proceeding to complete and submit the below brokerage amalgamation request, you must fill out the amalgamation checklist form and attach the required documents.
The amalgamation request will not be processed until this is completed and all applicable attachments are received.
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To proceed with a Brokerage Amalgamation Request you must fill out the Amalgamation Checklist and attach the required documents in order to proceed. The amalgamation will not be processed until this is completed and all applicable attachments are received.
If there was a legal name change as a result of an amalgamation, please upload a Principal Broker Undertaking and updated Position Report.
To deregister any firm, we require the following as confirmation from the Principal Broker of the registered entity:
Please download and fill out the Broker Amalgamation Template. This must be attached with your request in order for RIBO to process the amalgamation.
If you are using a shareholder loan to meet the equity requirement The Position Report must indicate Equity in the business of at least $5,000 in the case of a Corporation OR IN ANY CASE such higher amount of equity as is required to equal the SUM of the combined deductible amounts applying to the Errors and Omissions and the Fidelity bond policies. If a shareholder loan is used to meet the equity requirement this Shareholder Loan Undertaking is required to be completed and signed by all interested parties confirming that this loan will not be removed in whole or in part if such removal of funds would cause an equity shortfall and must be uploaded below.
If you have an Out of Province Trust Account, you must fill out and submit the Out of Province Trust Application, then return to this form.