David's and Company compliance materials

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

Have a client or referral out of your province of licenses? Connect with someone in the team to help service them.

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

For when employers or pensions companies want to pay out to an RRSP directly.

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

Policies and procedures provided by Primerica

Our team's communication method

Must be with paper forms and there are more requirements

Required for Bill 96. Download the PDF and email to clients for your records

Though the payment is done in the fall through Primerica the Ontario regulator asks that you update it manually on their website.