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New / Change Advisor Information Agora Dealer Services Corp. 10 King Street E, 15th Floor, Toronto, ON, M5C 1C3 Toll Free: 1855GOAGORA (4624672) Trade Fax: 18886424312 NEW CHANGE1. ADVISOR INFORMATIONADVISOR
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To fill out a dealer advisor change request, follow these steps:
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Start by downloading the dealer advisor change request form from the official website.
03
Fill in your personal information, including your name, contact details, and dealership information.
04
Specify the reason for the advisor change request and provide any additional relevant details.
05
Attach any supporting documents or evidence that validate the need for the change.
06
Review the completed form and double-check all the provided information.
07
Submit the form either in person or through the designated channel mentioned in the instructions.
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Wait for the request to be processed and expect further communication regarding the status of your application.

Who needs dealer advisor change request?

01
Anyone who is looking to change their dealer advisor needs to submit a dealer advisor change request. This request can be used by individuals working in a dealership or those whose performance or circumstances have changed and require a new advisor. The request ensures that the proper authorities are informed about this change and can take necessary actions accordingly.
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A dealer advisor change request is a formal submission to update or modify the information related to a dealer advisory role within a regulated environment, typically involving changes in personnel or organizational structure.
Any registered dealer or advisory firm is required to file a dealer advisor change request when there are changes in the advisors or key personnel associated with the firm.
To fill out a dealer advisor change request, one must complete the designated form provided by the regulatory authority, ensure all relevant fields are filled accurately, and submit the form along with any required documentation.
The purpose of the dealer advisor change request is to inform regulatory authorities of significant changes within advisory firms, ensuring compliance with regulatory standards and maintaining transparency.
The dealer advisor change request must report details such as the names and qualifications of the advisors being added or removed, the reasons for the change, and any relevant dates affecting the changes.
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