The need for this data is mainly for ongoing compliance and renewal of the certificate with the regulatory authority of your practice (the Autorité des marchés financiers, or AMF, in…
Groupe Financier Signature
If you see a discrepancy between an insurer’s statement (primary source) and what is displayed in Centralize or VieFund, you should use SFG’s Zendesk ticketing system.
Zendesk is the official…
Investment compensation (recurring service fees, sales commissions) is treated separately and is managed in VieFund.
Description: VieFund (accessible via the AgenZ portal) is the platform specifically dedicated to consulting your…
Insurance compensation is generated by insurers (Manulife, Industrial Alliance, etc.) and sent to the General Agent (SFG).
4.1. Institutions/insurers platforms (primary source)
Each insurance company offers a secure web portal…
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…
In the Canadian financial landscape, semantic clarity is the foundation of ethics and compliance. For a financial advisor, understanding the difference between compensation and commission is not just a matter…
Welcome to this training on compensation statements.
As an independent financial advisor, the precise management of your compensation is a cornerstone of your practice. Understanding and navigating insurance and investment…
We conclude this essential training on the Signature Financial Group (SFG) ecosystem. The goal was to equip you with a clear understanding of the players (SFG, S_entiel, AgenZ) and support…