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Distribution guide drafting manual

Who is this manual intended for?

This Manual is intended for anyone responsible for drafting the distribution guides that are given to consumers in connection with the offering of insurance products by distributors.

What are the manual's objectives?

This Manual aims to:

  • Help insurers prepare a distribution guide on the basis of their obligations under the Act respecting the distribution of financial products and services and the Regulation respecting distribution without a representative;
  • Provide insurers with the information required to draft a distribution guide in clear and plain language so consumers can easily understand it;
  • Provide insurers with a self-correction grid for their distribution guides.

The drafting manual is available in PDF format.