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.