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Item # 4.1MINUTES CALGARY PLANNING COMMISSION October 4, 2018, 1:00 PM IN THE COUNCIL CHAMBER PRESENT:ALSO PRESENT:1. Director M. Rita, Chair Director R. Vanderputten, Timeshare Councillor J. Gone Councillor
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Principal Planner I is a form used to report details about an individual's primary financial planner or advisor.
Individuals who have a primary financial planner or advisor are required to file Principal Planner I.
Principal Planner I can be filled out by providing information about the individual's financial planner or advisor, including their contact details and services provided.
The purpose of Principal Planner I is to provide transparency and accountability regarding an individual's financial planning relationships.
Information such as the financial planner or advisor's name, contact information, services provided, and any potential conflicts of interest must be reported on Principal Planner I.
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