Firms and Independant partnerships

• Registration of firm or independent partnership (pdf - 934 KB)This link will open in a new windowUpdated on January 27, 2024
  • Companion Guide - Managing business relationships (pdf - 1 MB)This link will open in a new windowUpdated on May 4, 2021
  • Companion guide - Managing business relationships - Mortgage brokerage (pdf - 1 MB)This link will open in a new windowUpdated on April 22, 2021
  • 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-Declaration relating to responsible officers in mortgage brokerage firms - 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 - 585 KB)This link will open in a new windowUpdated on January 27, 2024
  • Companion Guide - Managing business relationships (pdf - 1 MB)This link will open in a new windowUpdated on May 4, 2021
  • Companion guide - Managing business relationships - Mortgage brokerage (pdf - 1 MB)This link will open in a new windowUpdated on April 22, 2021
• 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-Declaration relating to responsible officers in mortgage brokerage firms - Registration - Independent representative (pdf - 296 KB)This link will open in a new windowUpdated on December 20, 2022
• Schedule - Opening of Separate Account (pdf - 248 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 - 310 KB)This link will open in a new windowUpdated on December 15, 2023
  • Companion guide - Maintenance of registration (Firm - Independent partnership) (pdf - 319 KB)This link will open in a new windowUpdated on May 4, 2021
  • Companion Guide – Maintenance of registration (Firm - Independent partnership) – Mortgage brokerage (pdf - 287 KB)This link will open in a new windowUpdated on April 22, 2021
• Manage business relationships - Firm / Independant partnership / Independent representative (pdf - 415 KB)This link will open in a new windowUpdated on January 1^st, 2024
  • Companion Guide - Managing business relationships (pdf - 1 MB)This link will open in a new windowUpdated on May 4, 2021
  • Companion guide - Managing business relationships - Mortgage brokerage (pdf - 1 MB)This link will open in a new windowUpdated on April 22, 2021
• Schedule - Declaration of officers and directors or partners (pdf - 284 KB)This link will open in a new windowUpdated on October 14, 2017
  • 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-Declaration relating to responsible officers in mortgage brokerage firms - 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 - 474 KB)This link will open in a new windowUpdated on January 1^st, 2024
  • Companion guide - Renewal of certificate / Maintenance of registration (Independent representative) (pdf - 230 KB)This link will open in a new windowUpdated on May 4, 2021
  • Companion Guide - Renewal of certificate / Maintenance of registration (Independent representative) – Mortgage brokerage (pdf - 215 KB)This link will open in a new windowUpdated on April 22, 2021
  • Companion Guide - Managing business relationships (pdf - 1 MB)This link will open in a new windowUpdated on May 4, 2021
  • Companion guide - Managing business relationships - Mortgage brokerage (pdf - 1 MB)This link will open in a new windowUpdated on April 22, 2021
  • Schedule-Declaration relating to responsible officers in mortgage brokerage firms - 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 - 415 KB)This link will open in a new windowUpdated on January 1^st, 2024
  • Companion Guide - Managing business relationships (pdf - 1 MB)This link will open in a new windowUpdated on May 4, 2021
  • Companion guide - Managing business relationships - Mortgage brokerage (pdf - 1 MB)This link will open in a new windowUpdated on April 22, 2021
• Schedule - Declaration of officers and directors or partners (pdf - 284 KB)This link will open in a new windowUpdated on October 14, 2017
  • 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 - Declaration relating to responsible officers in mortgage brokerage firms - 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 - 248 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 - 207 KB)This link will open in a new windowUpdated on January 1^st, 2024
• Schedule - Opening of Separate Account (pdf - 248 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 (pdf - 725 KB)This link will open in a new windowUpdated on January 27, 2024
• Withdrawal of representative (pdf - 407 KB)This link will open in a new windowUpdated on October 17, 2023
• Branch transfer of representatives (pdf - 184 KB)This link will open in a new windowUpdated on September 19, 2023

• Application for Authorization (pdf - 190 KB)This link will open in a new windowUpdated on January 1^st, 2024
• 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

• Mail-in payment form (pdf - 81 KB)This link will open in a new windowApril 2017

• 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 (pdf - 360 KB)This link will open in a new windowUpdated on October 17, 2023
• 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, 2024
• Mail-in payment form (pdf - 81 KB)This link will open in a new windowApril 2017
• Qualification in damage insurance (pdf - 233 KB)This link will open in a new windowUpdated on September 26, 2024