Do you have a good practice?
For those who share a commission or pay a fixed amount for a referral, you must maintain a register. (an…
Groupe Financier Signature
Hello, everyone,
The Top 50 results are now available in the GFS dashboard, in the Contests section. 🎉Congratulations to everyone! 🏆 Current top 3:
1️⃣ Rohollah Moradi
2️⃣…
Preventing Debt Transfers and Monitoring Recurring Debits
Hello, everyone,
The Top 50 results are now available in the GFS dashboard, in the Contests section. 🎉Congratulations to everyone! 🏆 Current top 3:
1️⃣ Rohollah Moradi
2️⃣…
This video describes the management of specific or non-standardized requests via a versatile tool.
The C27 form is an essential complementary tool that serves as a valuable recourse for all…
This video describes the execution of common transactions (purchase, redemption, transfer or exchange) for accounts held in the client's name.
Form C2 serves as the official promissory note for all…
This video introduces the transfer of external assets to the firm (T2033) for accounts held in the client's name.
This procedure is used when a client wishes to transfer investments…
This video describes product benchmarking, which is the final step in ensuring that a file is compliant before it is sent to the administrative department.
This procedure makes it possible…