Obligations
The Advisor will not hold out as being a representative of the MGA. Any Advisor-generated materials (including letters, sales aids, web sites, newspaper and radio ads, seminar presentations or presentations using PowerPoint or similar software) that include the insurer’s company name or corporate logo must be approved by the insurer. Any material that references the MGA must be approved by the MGA.
Advisor Market Conduct
Canada Life Compliance: Know Your Obligations
How to represent yourself to the public (Ontario guidance)