info@chspfinancial.ca
(647) 429-0101 | 1-833-224-2477 (CHSP)
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Close
  • Home
  • Products
    • Life Insurance
      • Term product
      • Permanent Insurance
        • Whole life policies
        • Universal Life (UL)
        • Term 100
      • Riders
    • Living Benefits Insurance
      • Critical Illness (CI) Coverage
      • Long Term Care
      • Disability insurance (DI)
      • Extended Health and Dental protection
    • Group Insurance
    • Travel Insurance
      • Canadian Travellers
      • Visitor to Canada
      • Students Travel Insurance
    • Saving, Investment & Retirement Plan
      • RRSP
      • RESP
      • SEG. Fund
      • TFSA
    • Funeral Expense
  • Career
  • About Us
  • Contact Us

Forms and Compliance

HomeForms and Compliance

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

Scripts

  • Online Leads Phone Script
  • Mall / Events / Campaigns Phone Script
  • Presentation Script
CHSP Financial Services vision is to help Canadian be properly protected against unexpected life events and at the same time achieve their financial goals.

Get in Touch!

Address
2 – 180 West Beaver Creek,
Richmond Hill, ON L4B 1B4

Phone
(647) 429-0101
Toll Free: 1-833-224-2477 (CHSP)

E-mail
INFO@CHSPFINANCIAL.CA

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We represent all of Ontario including: Toronto, North York, Vaughan, Thornhill, Richmond Hill, Newmarket, Oshawa, Pickering, Oakville, Mississauga, East Gwillimbury, Simcoe, ...

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