Client disclosure framework

About the broker relationship

Before a recommendation or insurer application, the licensed broker should provide the client with the applicable written disclosure for the transaction.

The disclosure should identify

Broker identity and licence informationProvided for the transaction

Insurers represented / market accessProvided for the transaction

Nature of the broker relationshipProvided for the transaction

Compensation and material conflicts, where applicableProvided for the transaction

Privacy and information-use noticePrivacy

Complaint / escalation informationProvided for the transaction

This page is a website framework and does not substitute for any disclosure document that must be delivered by the licensed agent, brokerage, insurer or MGA. No licence number or insurer relationship is displayed here until the correct information is configured.