Forms for future professionals

An Act respecting the Autorité des marchés financiers

Client services and compensation

Insurance and deposit institutions

Distribution of financial products and services

Derivatives

Securities

Documents regarding the AMF

Brochures and leaflets for consumers

Publications for Future Professionals

Guides, reports and other documents on financial sector oversight

Forms for future professionals

Forms for financial sector participants

Others forms and purchase orders

Forms for consumers

Press releases

News

Speeches and presentations

View the Register
of firms and
individuals authorized
to practice.

Distribution of information

Mission

Industries

Advisory Board

Codes of ethics and professional conduct

Policy regarding the procurement of goods and services

Organizational chart

A future professional

Public register

Bulletin

Securities

Press releases

A consumer

Insurance

Investment

Fraud Prevention

Retirement

View the register of firms and individuals authorized to practice

Learn more about deposit insurance

How to file a complaint

How to submit a claim

A future professional

A financial sector participant

Insurers

Securities dealers, advisers and investment funds manager, registered and permitted individuals

Issuers

Insiders

Certified representatives, independent representatives, firms and independent partnerships

Distribution Without a Representative

Deposit institutions

Exchanges, clearing houses and SROs

Deposit insurance

Obligations and administrative procedures

Fund for Investor Education and the Promotion of Good Governance

Register of firms and individuals authorized to practice

Home > Forms > Forms for future professionals

Forms for future professionals

Below are all the forms required to complete each step leading to the representative’s certificate. In order to avoid delays processing your application, please make sure to use to the latest version.

Training		Updated
Application for the Recognition of a level of Education Equivalent to a Diploma of Collegial Studies (insurance of persons, group insurance of persons, damage insurance, and claims adjustment)		February 2010
Application for an Attestation of Employment (3 years) (damage insurance and claims adjustment)		May 2010
Application for the recognition of Workplace Skills (insurance of persons and group insurance of persons)		May 2010
Application for the recognition of a Privately Tutored Course		February 2010

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Manuals	Updated
Reference Manual Purchase Order	June, 2010

Examinations	Updated
Application to Register for Examinations – Accident and Health Insurance	May, 2010
Application to Register for Examinations – Insurance of Persons	May, 2010
Application to Register for Examinations – Group Insurance of Persons, Group Insurance Plans, Group Annuity Plans	May, 2010
Application to Register for Examinations – Damage Insurance, Personal-Lines Damage Insurance, Commercial-Lines Damage Insurance	May, 2010
Application to Register for Examinations – Claims Adjustment, Claims adjustment for personal-lines damage insurance, claims adjustment for commercial-lines Damage insurance	May, 2010
Application to Register for Examinations – Agent or Broker in Damage Insurance Wishing to be Authorized to Act as a Claims Adjuster in respect of policies purchased through the firm for which he acts	May, 2010
Application to Register Application to postpone or cancel examinations	February, 2010
Application for Results Review	February, 2010
Statement of Guilt	March, 2010
Statement of Bankruptcy	April, 2010

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Probationary Period	Updated
Application for Probationary Certificate, Change in Supervisor, or Extension of Probationary Certificate	May, 2010
Application for Analysis of a Future Supervisor’s File	February, 2010
Application to Cancel the Probationary Period	February, 2010
Supervisor’s Recommendation related to the representative’s certificate	May, 2010
Statement of Guilt	March, 2010
Dual Employment Employer Attestation	February, 2010
Statement of Bankruptcy	April, 2010

Certificate	Updated
Application for a representative’s certification	January, 2010

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Forms for future professionals

Training

Manuals

Examinations

Probationary Period

Certificate