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Leon (Asian) Levi R.I.B LLP Commercial Insurance Account Executive Pacific Insurance Broker Inc. www.pacins.ca HTTP://www.pacins.ca/ 6625 Token Road Unit 203 Mississauga On. L5T 2C2 (P× 9055655565
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Begin by opening the PDF file of the application on your computer.
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Read through the instructions provided at the beginning of the application to familiarize yourself with the requirements and guidelines.
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Start with the personal information section, entering your name, address, contact details, and any other requested information.
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Move on to the educational background section, providing details of your qualifications, degrees, certifications, or any relevant training you have received.
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In the experience section, list your previous work experience in the financial planning or investment advisory field. Include the names of companies or institutions you have worked for, your job titles, and the duration of your employment.
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Fill out the section related to your professional affiliations, memberships, or licenses, if applicable. Include any professional organizations you belong to or licenses you hold.
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Next, complete the section regarding your areas of expertise or specialization. List the specific services you offer as a financial planner or investment advisor.
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This is the application form for financial planners and investment advisors to apply for an exemption from certain regulations.
Financial planners and investment advisors who are seeking an exemption from certain regulations must file this application.
The form must be completed with accurate information and submitted to the appropriate regulatory authority.
The purpose of this application is to request an exemption from specific regulations that apply to financial planners and investment advisors.
Applicants must provide personal and professional information, details of their business activities, and reasons for requesting the exemption.
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