You must renew your certificate annually to maintain your right to practise.


How to renew your certificate

If you are registered for E-Services

The AMF will send you the “Annual renewal of your representative’s certificate” notice in your secure E-Services inbox 60 days before your certificate expires.

To renew your certificate, access E-Services.

Then, from the “Insurance and Financial Planning” menu select “Renewal” and follow these steps:

  1. Confirm the information in the identification section

  2. Select the sector(s) or sector class(es) to renew

  3. Answer the 8 questions of the mandatory declaration

  4. Attach the requested forms and documents, as applicable. If you answered yes:
    - To question 1, attach the Dual Employment form (pdf - 243 KB)This link will open in a new windowUpdated on 19 June 2018
    - To question 3, attach the Statement of Guilt form (pdf - 108 KB)This link will open in a new windowUpdated on 1st November 2016Formulaire
    - To question 6, attach the Statement of Bankruptcy form (pdf - 111 KB)This link will open in a new windowUpdated on 1st November 2016

  5. Pay the required fees

  6. Confirm the declaration on information provided and submit the application

  7. You will receive a confirmation showing your application number.

Once your application is processed by the AMF, you will receive a letter in your inbox confirming that your representative's certificate has been renewed.

Insight

To avoid delays in the processing of your application, the AMF must receive your renewal form along with your payment  15 days before your certificate expires.

End of the insight

Learn more

Visit the Dual employment page and the bankruptcy page for more details.

If you are not registered for E-Services

If you are not registered for E-Services

The AMF will send you a personalized renewal form to your mailing address 60 days before your certificate expires.

Follow the steps in the form:

  1. Check the information in the identification section
  2. Select the sector(s) or sector class(es) to renew
  3. Answer the 8 questions of the mandatory declaration
  4. 4. Attach the requested forms and documents, as applicable. If you answered yes:
    - To question 1, attach the Dual Employment form (pdf - 243 KB)This link will open in a new windowUpdated on 19 June 2018
    - To question 3, attach the Statement of Guilt form (pdf - 108 KB)This link will open in a new windowUpdated on 1st November 2016Formulaire
    - To question 6, attach the Statement of Bankruptcy form (pdf - 111 KB)This link will open in a new windowUpdated on 1st November 2016
  5. Validate the information provided
  6. Complete the fees table for the renewal of your certificate:
    - Fees payable for the certificate by sector or sector class
    - Fees payable for the contribution to the Chambre de l’assurance de dommages
    Note: The invoice for the contribution to the Chambre de la sécurité financière is produced in January.
  7. Enter the total amount payable according to the fees table
  8. Complete the payment slip according to the method of payment used:
    - cheque
    - money order
    - credit card (Visa, MasterCard or American Express)
  9. Mail us the following:
    - The renewal form
    - Your payment of the applicable fees and contributions
    - The form(s) and documents requested in step 4, if applicable

Once your application is processed by the AMF, you will receive a letter by mail confirming that your representative’s certificate has been renewed.

Warning

If you do not use E-Services, the processing of your application could be delayed. We recommend that you send your documents as soon as possible.

End of the warning

Renewal date

You must renew your certificate before its expiry date. The expiry date is set on the day preceding the first day of the month corresponding to the first letter of the certificate holder's surname.

LetterEXPIRY DATE
A and BJanuary 31
CFebruary 28
DMarch 31
E, F and GApril 30
H, I, J and KMay 31
LJune 30
M, N and OAugust 31
P, Q and RSeptember 30
S,T and UOctober 31
V, W, X, Y and ZNovember 30

Renewal fees

Insurance and/or financial planning representative (Distribution Act)

Each sector or sector class = $94

  • Insurance of persons (accident and sickness)
  • Group insurance of persons (insurance or pension plans)
  • Damage insurance (personal-lines or commercial-lines)
  • Claims adjustment (personal-lines or commercial-lines)
  • Financial planning

Contribution to the Chambre de la sécurité financière (CSF) = $367.92 (including taxes)

Contribution to the Chambre de l'assurance de dommages (ChAD) = $346.07 (including taxes)

Mutual fund and/or scholarship plan representative (Securities Act)

These amounts are collected from firms as at December 31 via the National Registration Database (NRD).

Each category = $178

  • Mutual funds
  • Scholarship plans

Compensation fundMore than one category: The contribution is discounted by $75 for each additional category. 

  • Mutual funds = $160
  • Scholarship plans = $100

Contribution to the Chambre de la sécurité financière (CSF) = $367.92 (including taxes)

NRD system fees = $75

More than one category: The contribution is discounted by $75 for each additional category.

For each sector = $94

  • Insurance of persons
  • Group insurance of persons
  • Damage insurance
  • Claims adjustment
  • Financial planning

Contribution to the compensation fund :More than one sector: The contribution is discounted by $75 for each additional sector.

  • Insurance of persons = $160
  • Damage insurance = $160
  • Group insurance of persons = $100
  • Claims adjustment = $100
  • Financial planning = $100

Non-renewal of certificate

If you are registered for E-Services

The AMF will send you the “Annual renewal of your representative’s certificate” notice in your secure E-Services inbox 60 days before your certificate expires.

You must inform the AMF if you do not wish to renew one or more sectors of your representative’s certificate.

Once your application is processed by the AMF, you will receive a letter in your secure inbox confirming that your representative’s certificate has not been renewed.

Steps to follow in E-Services

Access E-Services.

Then, from the “Insurance and Financial Planning” menu select “Renewal” and follow these steps:

  1. Confirm the identification
  2. Tick the sector(s) you do not wish to renew, or tick
    “I wish to close my representative’s file. Therefore, I will not be renewing my certificate.”
  3. Confirm the declaration on information provided and submit the application.
  4. You will receive a confirmation showing your application number.

Note that if you are an independent representative, you must also withdraw your registration

If you are not registered for AMF E-Services

The AMF will send you a personalized renewal form to your mailing address 60 days before your certificate expires.

You must inform the AMF if you do not wish to renew one or more sectors of your representative’s certificate.

To proceed with non-renewal, follow these steps:

  1. Confirm the information in the identification section
  2. Tick the sector(s) you do not wish to renew, Or Tick “I wish to close my representative’s file. Therefore, I will not be renewing my certificate.”
  3. Confirm the declaration on information provided. Your signature and date are required.
  4. Send your form by mail.

Once your application is processed by the AMF, you will receive a letter by mail confirming that your representative’s certificate has not been renewed.

Note that if you are an independent representative, you must also withdraw your registration


No longer authorized to practise?

Have you lost your right to practise because your certificate is suspended?

You are probably facing one of these situations:

You do not have a way to carry on business (no attachment)

You are not registered as an independent representative or you are not attached to a firm. To renew your certificate, you must follow these steps:

  1. Complete the Attachment of representative form (pdf - 135 KB)This link will open in a new windowUpdated on 31 March 2017
    or
    Complete the Registration of independent representative form (pdf - 541 KB)This link will open in a new windowUpdated on 28 October 2017
  2. Complete the steps in the How to renew your certificate section above

If you do not resolve your situation before the date your certificate expires, it will not be renewed.

You did not pay your contribution to the CSF

You did not pay your annual contribution to the Chambre de la sécurité financière (CSF). To renew your certificate, you must follow these steps:

  1. Pay your contribution to the CSF according to the procedure for representatives subject to the Distribution Act
  2. Complete the steps in the How to renew your certificate section above 

If you do not resolve your situation before the date your certificate expires, it will not be renewed.

You did not accumulate all your professional development units (PDUs)

Your file does not comply with the rules relating to compulsory professional development prescribed by the Chambre de la sécurité financière (CSF), and /or the Chambre de l’assurance de dommages (ChAD), and/or the Institut québécois de planification financière (IQPF).

To renew your certificate, you must follow these steps:

  1. Procedure for lifting the suspension of a representative’s certificate
  2. Complete the steps in the How to renew your certificate section above 

If you do not resolve your situation before the date your certificate expires, it will not be renewed.