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What is Disclosure Agreement

The Disclosure of Relationship Agreement is a service agreement used by Burgeonvest Bick Securities Limited (BBSL) to inform clients about their relationship with affiliated entities.

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Who needs Disclosure Agreement?

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Disclosure Agreement is needed by:

Clients of Burgeonvest Bick Securities Limited (BBSL)
Clients of Burgeonvest Insurance Corporation (BIC)
Individuals seeking financial advice in Ontario
Investors requiring transparent disclosure of relationships
Participants in investment or insurance agreements
Financial advisory personnel
Legal representatives of involved parties

How to fill out the Disclosure Agreement

1.

Access pdfFiller and search for 'Disclosure of Relationship Agreement'. Open the form from your dashboard or the templates section.
2.

Begin by reading the instructions provided on the form to understand its requirements.
3.

Start at the 'Print Name' field, click and type your full name. Ensure accuracy.
4.

Next, navigate to the 'Signature' field. Use your mouse or trackpad to draw your signature or upload an image of your signed name.
5.

Continue to the 'Date' field. Click and insert the current date, formatted correctly as prompted.
6.

Locate the 'Email Address' field. Enter your active email address for confirmation and communication.
7.

Check the boxes for your preferred methods of statement delivery — either 'Physical Delivery' or 'Electronic Delivery' as per your preference.
8.

Before finalizing, review the entire form to ensure all fields are accurately filled. Look for any red flags or highlighted sections needing attention.
9.

Once confirmed, click on the 'Save' button to store your completed document in your pdfFiller account.
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Who is eligible to use the Disclosure of Relationship Agreement?

Any client of Burgeonvest Bick Securities Limited (BBSL) or Burgeonvest Insurance Corporation (BIC) who acknowledges the relationship between these entities can utilize this form.

Is there a deadline for submitting this form?

While specific deadlines may vary, it is recommended to complete and submit the Disclosure of Relationship Agreement as soon as you engage in services from BBSL or BIC to ensure prompt processing.

How can I submit the completed form?

Upon filling out the Disclosure of Relationship Agreement, you can submit it directly through pdfFiller or download it for physical submission, depending on the instructions provided by BBSL or BIC.

What supporting documents should I include?

Typically, no additional documents are required, but it's advisable to keep your citizenship credentials available and ensure your personal information is accurate and verifiable.

What common mistakes should I avoid when filling out this form?

Ensure all fields are completely filled without any omissions, check for typos in names or email addresses, and confirm your signature matches your name for consistency.

What is the processing time for this agreement?

Processing times can vary based on your submission method. Typically, electronic submissions through pdfFiller are processed faster than physical submissions.

Are there fees associated with submitting this form?

There are generally no fees for completing the Disclosure of Relationship Agreement itself, but some services may charge for processing or advisory services as per their policy.