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D-9.2, r. 2 - Regulation respecting firms, independent representatives and independent partnerships

Section 20
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20. In addition to the information prescribed in section 17, the client records that must be kept by firms, independent representatives or independent partnerships registered in the sector of group insurance of persons in respect of each client in the pursuit of its activities must include the following information:
(1)  the name of the holder of the group insurance policy;
(2)  the name of the person designated as the policyholder’s contact person;
(3)  the calls for tenders and the proposals submitted;
(4)  a copy of the mandate and report prescribed in sections 8.1 and 9.1 of the Regulation respecting the pursuit of activities as a representative (chapter D-9.2, r. 10).
O.C. 832-99, s. 20; M.O. 2013-12, s. 3.
20. In addition to the information prescribed in section 17, the client records that must be kept by firms, independent representatives or independent partnerships registered in the sector of group insurance of persons in respect of each client in the pursuit of its activities must include the following information, where necessary:
(1)  the name of the holder of the group insurance policy;
(2)  the name of the person designated as the policyholder’s contact person;
(3)  the calls for tenders and the proposals submitted.
O.C. 832-99, s. 20.
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