As an independent financial advisor in Canada, you generate two main types of compensation:
- insurance commissions (life, health, etc.),
- investment fees (segregated funds, mutual funds, annuities).
Understanding where to find this information is crucial for your accounting and monitoring of your compensation.
Your SFG administrative ecosystem, managed by AgenZ and accessible via S_entiel, centralizes this data in Centralize and VieFund, but it is important to also know the primary source, and to be able to refer to it in order to verify and reconcile all accounting operations.
