David's and Company compliance materials
General
See the instructions on how to fix most of POL's issues
Special program to start with mutual fund licensing first with difference payment structure
Licensing
Policies and procedures provided by Primerica
Our team's communication method
Must be with paper forms and there are more requirements
Investments
Required for Bill 96. Download the PDF and email to clients for your records
Insurances
New POL reporting tool to disclose all changes for Rep's outside activities
List of transfer out information of other companies
2023 Bulletin breaking down how we handle weed consumption
Company bulletins layout the rules and paths
The simple steps for instructing the bank
View features and advantages of using Canadian protection plan for our back up life insurance provider.
Extra steps are required if you are even eligible to transfer out
