D-9.2, r. 10 - Regulation respecting the pursuit of activities as a representative

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9.7. A mortgage broker must, before proposing a loan secured by immovable hypothec, collect and record in a dated document the information pertaining to the identification of the client’s needs and the client’s financial situation, including, in particular, the characteristics and terms and conditions of the proposed loan, the immovable that will be charged with the hypothec and the client’s credit history, income, ability to repay the loan and level of financial knowledge.
M.O. 2020-04, s. 4.