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Advisor screening questionnaire

Questionnaire canada 2026

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The document is an Advisor Screening Questionnaire designed for life agents seeking to contract with ivari, a Canadian insurance company. It outlines the regulatory requirements and screening processes to assess the suitability of potential advisors. The questionnaire includes sections for personal and business information, references, education, licenses, and regulatory compliance. Advisors must provide accurate information and consent to background checks as part of the application process.

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Click ‘Get Form’ to open the questionnaire in the editor.
Begin by filling in your personal information, including your name, address, and contact details. Ensure accuracy as this information is crucial for identification.
Proceed to the business information section. Here, provide details about your business address and any previous addresses over the last five years.
Complete the sections regarding your legal eligibility to work in Canada and provide your Social Insurance Number (SIN) where required.
Answer all supplementary questions thoroughly. If additional space is needed for explanations, utilize the Additional Information page provided at the end of the form.
Review your responses carefully before signing the Declaration and Consent sections to confirm that all information is true and complete.

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