A little over a year ago, the RCCAQ and Vieira Conseil Action (VCA) teamed up to support the efforts of brokerage firms and brokers to improve their professional practices.
Thanks to its personalized services tailored to each firm, VCA helps to create a conducive environment for best practices in the areas of management and distribution of insurance products and services.
The main services offered by VCA aim to ensure that your professional practices are in compliance:
- Diagnostic analysis of your firm’s general practices.
- Compliance program, including official forms and audit records.
- Drafting of policies and procedures.
- Training on various aspects of professional practices.
- Inspection support, either pre-inspection or when issuing recommendations.
Good news!
The diagnostic analysis is now recognized by CHAD for a total of 6 PDUs, i.e. 3 PDUs in the area of compliance and 3 PDUs in the area of administration, insurance techniques and law.
RCCAQ members receive a 10% discount on all services provided by VCA, provided that they remain members in good standing.
Do you have any compliance needs? Please contact the VCA team at (579) 640-1142 or visit their website (www.vieiraconseilaction.com).
