Representation rules
Complying with your obligations when communicating with clients.
The AMF has developed a guide in plain-language to help you see more clearly the rules of permitted representations .
You learn more about:
- Mandatory information for your first meeting with a client in person or other than in person;
- Mandatory titles for representatives;
- Other information that may be indicated in representations;
- Special cases;
- Training and diplomas permitted to use.
You start making representations the moment you introduce yourself as a representative or registrant when carrying on your activities. Representations are made not only to clients who buy products or services but to potential clients, as well.
![](/fileadmin/lautorite/medias/images/publications/publications-professionnels/Couvert_GuideRepresentation_ang.jpg)
Examples are also available in this Guide (pdf - 2 MB)This link will open in a new windowUpdated on May 2, 2022.
Insight
Your representations must provide true and objective information about your activities.
Be rigorous and restrained in all your representations.
End of the insight