Disclosures in mortgage brokerage
Quebec trade rule for insurance and mortgage brokers.
The rule
Before proposing a loan, the mortgage broker discloses the names of lenders with whom their clients have concluded a loan (art. 58.3) and their business ties with the lender (art. 58.4). The AMF reminds brokers that, when introducing themselves, they give their contact details and the name of the firm for which they act. Ben gives the firm's name; the disclosures remain with the broker.
Information about Quebec rules, not legal advice. Check with your professional order, advisor or the official source.
How Ben helps
- Quotes
- Documents
- Renewals
- Deadlines
Qualifies quote and renewal requests, collects documents, reminds clients of deadlines and hands the broker complete files. It never gives advice: the broker stays responsible.
This rule, region by region
- Disclosures in mortgage brokerage · the Capitale-Nationale region
- Disclosures in mortgage brokerage · Montreal
- Disclosures in mortgage brokerage · Laval
- Disclosures in mortgage brokerage · the Outaouais region
- Disclosures in mortgage brokerage · the Montérégie region
- Disclosures in mortgage brokerage · the Eastern Townships (Estrie)
- Disclosures in mortgage brokerage · Chaudière-Appalaches
- Disclosures in mortgage brokerage · the Saguenay–Lac-Saint-Jean region
- Disclosures in mortgage brokerage · the Mauricie region
- Disclosures in mortgage brokerage · Lanaudière
- Disclosures in mortgage brokerage · the Centre-du-Québec region
- Disclosures in mortgage brokerage · the Laurentians
- Disclosures in mortgage brokerage · the Bas-Saint-Laurent region
- Disclosures in mortgage brokerage · Abitibi-Témiscamingue
- Disclosures in mortgage brokerage · the Côte-Nord region
- Disclosures in mortgage brokerage · the Gaspésie–Îles-de-la-Madeleine region
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Questions
Disclosures in mortgage brokerage — what does it mean?
Before proposing a loan, the mortgage broker discloses the names of lenders with whom their clients have concluded a loan (art. 58.3) and their business ties with the lender (art. 58.4). The AMF reminds brokers that, when introducing themselves, they give their contact details and the name of the firm for which they act. Ben gives the firm's name; the disclosures remain with the broker.
Does Ben apply this rule automatically?
Ben follows your templates and rules and shows you the result for approval. Never gives advice: the broker stays responsible.
Is this legal advice?
No. This is general information about Quebec rules. Always check with your professional order, advisor or the official source.
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