Broker Forms
- Need Analysis Form
- Simplified Need Analysis Form
- Advisor Information Form
- Disclosure Form
- Client Disclosure Form
- Life Insurance Replacement Declaration
- Reason Why Letter: Word Document | PDF Format
- Lead Resolve Form: Word Document | PDF Format
- Summary Information Form
- Canada Health Saving Program – Benefit Introduction Form
- Discount Card Signature Form
- Error & Omission Insurance Application: Intact E&O Word Document | Intact E&O PDF Format | Premier E&O
- MIB Application
- Mall / Events Leads Registration
Compliance Documents
- Advisor’s ANTI-MONEY LAUNDERING AND TERRORISM FINANCING Document
- CHSP Financials’ Manual for Policy and Procedures
- CLHIA Serving Clients, Need Based Sales Practice
- Privacy Breach, Supplement to Privacy Policy: Word Document | PDF Format
- Advisor Privacy Plan: Word Document | PDF Format