Training, management & co > Broker/client contract: editable PDF now available!

Broker/client contract: editable PDF now available!

affiché le 26 août 2022

To meet growing demand by members, the broker/client contract is available in the members section of the RCCAQ site. Thanks to the members services team, it is now also available in an electronically editable PDF version!

The web page dedicated to the broker/client contract now includes the following table, which is designed to facilitate matters for RCCAQ broker members and their clients.

 

HARD COPY VERSION

EDITABLE PDF VERSION

Explanatory note

Explanatory note

Broker/client contract

Broker/client contract

APPENDIX 1

Specific consent

APPENDIX 1

Specific consent

APPENDIX 2

Personal data consent

APPENDIX 2

Personal data consent

APPENDIX 3

Revocation of consent

APPENDIX 3

Revocation of consent

APPENDIX 4

Revocation of specific consent

APPENDIX 4

Revocation of specific consent

APPENDIX 5

Representatives’ statement

APPENDIX 5

Representatives’ statement

 

In line with requirements, the contract and the various appendices are available either in hard-copy versions or editable electronic versions.

 

Benefits of being an RCCAQ member

Only RCCAQ members have access to this template contract, which is an undeniable benefit. The RCCAQ’s proposed broker/client contract is safe to use as it has been validated by its legal advisors.

In addition, each member benefits from our assistance service. If necessary, members can take part in a telephone consultation if they have any questions regarding the contract, completely free of charge.

If you have any questions about the editable PDF versions, please email Marie-Pier Proulx-Lauzon, marketing and member experience advisor (email link).

We are pleased to present the 2022 version of the broker/client contract!!