About SFG
SFG is a Financial Services Firm operating since 1988. As Managing General Agents, we act as distribution Partners to Financial Institutions & a Resource Centre for Financial Advisors.
Get in Touch
  •   4226 Blvd St-Jean, Suite 301,
         Dollard-des-Ormeaux, Q.C. H9G 1X5
  •   (514) 620-4226
  •   (514) 620-7002
  •   admin@sfg.ca
  •   http://www.sfg.ca
open

How To Represent Yourself To The Public

 Home / Pages / Compliance

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)
    •   4226 Blvd St-Jean, Suite 301
           Dollard-des-Ormeaux, Q.C. H9G 1X5
    •   (514) 620-4226
    •   (514) 620-7002
    • admin@sfg.ca

    About SFG

    SFG is a Financial Services Firm operating since 1988. As Managing General Agents, we act as distribution Partners to Financial Institutions & a Resource Centre for Financial Advisors.


    Read more