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FINANCIAL INFORMATION ANNUAL AMF Services If you prefer to submit your disclosure via our Service, please go to our website at www.lautorite.qc.caUse this page of the form to comply with your regulatory

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How to fill out financial information - annual

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Step 1: Gather all your financial documents, including bank statements, investment statements, and tax returns.

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Step 2: Start with your income information. Include your salary, any bonuses or commissions, rental income, and any other sources of income.

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Step 3: Move to your expenses. Include your monthly bills, such as rent or mortgage, utilities, car payments, and insurance premiums.

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Step 4: Account for any outstanding debts, such as loans or credit card balances.

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Step 5: Calculate your net worth by subtracting your debts from your assets.

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Step 6: Review your financial information for accuracy and completeness.

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Step 8: Update your financial information annually to reflect any changes in your income, expenses, or debts.

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Individuals who are applying for a mortgage or loan.

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Anyone who wants to have a clear understanding of their financial situation.

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