Firms and Independant partnerships

• Registration of firm or independent partnership (pdf - 830 KB)This link will open in a new windowUpdated on September 9, 2025
  • Companion Guide - Managing business relationships - Firms, independent partnerships and independent representatives registered in insurance, claims adjustment or financial planning (pdf - 1 MB)This link will open in a new windowUpdated on September 9, 2025
  • Companion guide - Managing business relationships - Firms, independent partnerships and independent representatives registered in the sector of mortgage brokerage (pdf - 1 MB)This link will open in a new windowUpdated on September 9, 2025
  • Companion Guide - Declaration of officers and directors or partners (pdf - 112 KB)This link will open in a new windowUpdated on October 4, 2017
• Professional liability insurance – Statement of deductible exceeding the regulatory limit (pdf - 146 KB)This link will open in a new windowUpdated on January 27, 2024
• Schedule - Mortgage brokerage declaration (Registration) - Firm / Independent partnership (pdf - 225 KB)This link will open in a new windowUpdated on December 20, 2022
• Schedule – Appointment of authorized Persons - Firm / Independent partnership (pdf - 282 KB)This link will open in a new windowUpdated on October 12, 2022

Independent Representative

• Registration of independent representative (pdf - 579 KB)This link will open in a new windowUpdated on June 22, 2026
  • Companion Guide - Managing business relationships - Firms, independent partnerships and independent representatives registered in insurance, claims adjustment or financial planning (pdf - 1 MB)This link will open in a new windowUpdated on September 9, 2025
  • Companion guide - Managing business relationships - Firms, independent partnerships and independent representatives registered in the sector of mortgage brokerage (pdf - 1 MB)This link will open in a new windowUpdated on September 9, 2025
• Professional liability insurance – Statement of deductible exceeding the regulatory limit (pdf - 146 KB)This link will open in a new windowUpdated on January 27, 2024
• Schedule - Mortgage brokerage declaration (Registration) - Independent representative (pdf - 296 KB)This link will open in a new windowUpdated on December 20, 2022
• Schedule - Opening of Separate Account (pdf - 258 KB)This link will open in a new windowUpdated on April 19, 2023
• Schedule - Absence of separate account (pdf - 645 KB)This link will open in a new windowUpdated on July 4, 2023

Firms and Independant partnerships

Further to the changes announced regarding the collection of additionnal data on registrants' practices and relationships, the AMF is providing you with this form for your information.

Please do not complete this version of the form. A personalized form will be sent to you via AMF E-Services or mail.

We invite you to refer to the Compagnion Guide wich will assist you in answering the new questions on the form.

• Maintenance of Registration – Firms and Independent partnerships (pdf - 369 KB)This link will open in a new windowUpdated on April 25, 2025
  • Companion guide - Maintenance of registration - Firms and independent partnerships registered in insurance, claims adjustment or financial planning (pdf - 265 KB)This link will open in a new windowUpdated on May 1^st, 2025
  • Companion Guide – Maintenance of registration - Firms and independent partnerships registered in the sector of mortgage brokerage (pdf - 190 KB)This link will open in a new windowUpdated on May 1^st, 2025
• Manage business relationships - Firm / Independant partnership / Independent representative (pdf - 412 KB)This link will open in a new windowUpdated on January 1^st, 2026
  • Companion Guide - Managing business relationships - Firms, independent partnerships and independent representatives registered in insurance, claims adjustment or financial planning (pdf - 1 MB)This link will open in a new windowUpdated on September 9, 2025
  • Companion guide - Managing business relationships - Firms, independent partnerships and independent representatives registered in the sector of mortgage brokerage (pdf - 1 MB)This link will open in a new windowUpdated on September 9, 2025
• Schedule - Declaration of officers and directors or partners - Firm / Independent partnership (pdf - 292 KB)This link will open in a new windowUpdated on September 9, 2025
  • Companion Guide - Declaration of officers and directors or partners (pdf - 112 KB)This link will open in a new windowUpdated on October 4, 2017
• Schedule - Mortgage brokerage declaration - Maintenance of registration - Firm / Independent partnership / Independent representative (pdf - 214 KB)This link will open in a new windowUpdated on December 20, 2022

Independent Representative

Further to the changes announced regarding the collection of additionnal data on registrants' practices and relationships, the AMF is providing you with this form for your information.

Please do not complete this version of the form. A personalized form will be sent to you via AMF E-Services or mail.

We invite you to refer to the Compagnion Guide wich will assist you in answering the new questions on the form.

• Renewal of Certificate - Maintenance of Registration - Independent representative (pdf - 500 KB)This link will open in a new windowUpdated on June 4, 2026
  • Companion guide - Renewal of certificate / Maintenance of registration - Independent representatives registered in insurance, claims adjustment or financial planning (pdf - 193 KB)This link will open in a new windowUpdated on May 1^st, 2025
  • Companion Guide - Renewal of certificate / Maintenance of registration - Independent representatives registered in the sector of mortgage brokerage (pdf - 160 KB)This link will open in a new windowUpdated on May 1^st, 2025
  • Companion Guide - Managing business relationships - Firms, independent partnerships and independent representatives registered in insurance, claims adjustment or financial planning (pdf - 1 MB)This link will open in a new windowUpdated on September 9, 2025
  • Companion guide - Managing business relationships - Firms, independent partnerships and independent representatives registered in the sector of mortgage brokerage (pdf - 1 MB)This link will open in a new windowUpdated on September 9, 2025
  • Schedule - Mortgage brokerage declaration - Maintenance of registration - Firm / Independent partnership / Independent representative (pdf - 214 KB)This link will open in a new windowUpdated on December 20, 2022

• Manage business relationships - Firm / Independant partnership / Independent representative (pdf - 412 KB)This link will open in a new windowUpdated on January 1^st, 2026
  • Companion Guide - Managing business relationships - Firms, independent partnerships and independent representatives registered in insurance, claims adjustment or financial planning (pdf - 1 MB)This link will open in a new windowUpdated on September 9, 2025
  • Companion guide - Managing business relationships - Firms, independent partnerships and independent representatives registered in the sector of mortgage brokerage (pdf - 1 MB)This link will open in a new windowUpdated on September 9, 2025
• Schedule - Declaration of officers and directors or partners - Firm / Independent partnership (pdf - 292 KB)This link will open in a new windowUpdated on September 9, 2025
  • Companion Guide - Declaration of officers and directors or partners (pdf - 112 KB)This link will open in a new windowUpdated on October 4, 2017
• Schedule - Mortgage brokerage declaration (Manage business relationships) - Firm / Independent partnership) (pdf - 215 KB)This link will open in a new windowUpdated on December 20, 2022
• Schedule - Opening of Separate Account (pdf - 258 KB)This link will open in a new windowUpdated on April 19, 2023
• Schedule - Absence of separate account (pdf - 645 KB)This link will open in a new windowUpdated on July 4, 2023
• Schedule - Update of Separate Account (pdf - 293 KB)This link will open in a new windowUpdated on January 13, 2015
• Professional liability insurance – Statement of deductible exceeding the regulatory limit (pdf - 146 KB)This link will open in a new windowUpdated on January 27, 2024
• Schedule – Appointment of authorized Persons - Firm / Independent partnership (pdf - 282 KB)This link will open in a new windowUpdated on October 12, 2022

• File Update - Firm / Independent Partnership / Independent Representative (pdf - 322 KB)This link will open in a new windowUpdated on January 1^st, 2026
• Schedule - Opening of Separate Account (pdf - 258 KB)This link will open in a new windowUpdated on April 19, 2023
• Schedule - Absence of separate account (pdf - 645 KB)This link will open in a new windowUpdated on July 4, 2023
• Schedule - Update of Separate Account (pdf - 293 KB)This link will open in a new windowUpdated on January 13, 2015

• Professional liability insurance – Statement of deductible exceeding the regulatory limit (pdf - 146 KB)This link will open in a new windowUpdated on January 27, 2024

• Attachment of representative - Firm / Independent partnership / Independent representative (pdf - 967 KB)This link will open in a new windowUpdated on December 3, 2025
• Withdrawal of representative - Firm / Independant Partnership (pdf - 523 KB)This link will open in a new windowUpdated on December 3, 2025
• Branch transfer of representatives (pdf - 184 KB)This link will open in a new windowUpdated on September 19, 2023

• Application for Authorization - Special broker (pdf - 190 KB)This link will open in a new windowUpdated on January 1^st, 2026
• Monthly report regarding special brokerage (pdf - 183 KB)This link will open in a new windowUpdated on September 19, 2023
• Semi-annual report related to special brokerage (pdf - 134 KB)This link will open in a new windowUpdated on September 19, 2023

• Change of business address - Branch closure (pdf - 181 KB)This link will open in a new windowUpdated on September 19, 2023
• Withdrawal from sector or withdrawal of registration - Firm / Independent partnership / Independent representative (pdf - 678 KB)This link will open in a new windowUpdated on December 3, 2025
• Cessation of Business (pdf - 195 KB)This link will open in a new windowUpdated on September 19, 2023
• Change in compliance supervisor - Compliance (pdf - 126 KB)This link will open in a new windowUpdated on September 19, 2023
• Attestation of right to practise - General/Outside Québec (pdf - 1 MB)This link will open in a new windowUpdated on January 1^st, 2026
• Mail-in payment form (pdf - 81 KB)This link will open in a new windowJanuary 2018
• Qualification in damage insurance (pdf - 233 KB)This link will open in a new windowUpdated on September 26, 2024