Toronto, ON M2N 7J8 Advisor Screening 2026

The document is an Advisor Screening Questionnaire developed by ivari in collaboration with the Canadian Life and Health Insurance Association (CLHIA) and the Canadian Association of Independent Life Brokerage Agencies (CAILBA). It aims to assess the suitability of life insurance advisors before contracting. The questionnaire includes sections for personal and business information, references, education, designations, regulatory compliance, and supplementary questions. 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 Toronto, ON M2N 7J8 Advisor Screening in the editor.
Begin by filling out your personal information in the 'General Information' section. Provide your full name, contact details, and previous addresses as required.
In the 'Business Information' section, enter your business address and any relevant business names you have used in the last five years.
Complete the 'References' section by providing three business references along with their contact information.
Proceed to answer questions regarding your formal education and designations. Ensure you indicate any professional designations you hold.
Review and complete the 'Declaration' and 'Consent and Authorization' sections at the end of the form, ensuring all information is accurate before submission.

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Versions	Form popularity	Fillable & printable
2019	4.8 Satisfied (96 Votes)
2015	4.3 Satisfied (55 Votes)

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