Before you get started, please review this checklist and information guide, so that you know what to expect.

  • You will be required to complete a Criminal Record Check. For residents of the United States, please complete an FBI Criminal Record Check

  • 4) Please ensure you have the completed Employee Confirmation Letter Employment Confirmation Letter signed by Principal Broker or Deputy Principal broker at the brokerage you are employed with.

    NOTE: You may need Adobe Acrobat to fill in this form. If you do not have it, download it for free here

  • 5) If you will have employment in addition to that of an insurance broker:

    a. complete the appropriate Secondary Business Exemption Form


    b. obtain support from your Principal Broker for your other employment.

  • 6) If you have had a previous bankruptcy, please ensure you have copies of the following:

    brief explanation why you were in a position to claim bankruptcy

    Consumer proposal or plan of arrangement

    Copy of your most recent Statement of Affairs

    Copy of discharge

  • 8) We highly recommend you review our User Guide to fully understand payment options available to you or your brokerage.