D-9.2, r. 7 - Regulation respecting the issuance and renewal of representatives’ certificates

Section 19 Disposition versions

2016-01-01

19. A candidate must, for each sector or sector class for which he is applying for a certificate, pass the examinations prescribed by the Authority in order to pursue activities as a representative.

In the insurance of persons sector or the group insurance of persons sector or a class of these sectors, if a candidate has passed an examination outside Québec, he must furnish the Authority with a document confirming that he passed the examination.

M.O. 2010-04, s. 19; M.O. 2013-02, s. 5; M.O. 2015-14, s. 8.

2013-04-01

19. A candidate must, for each sector or sector class for which he is applying for a certificate, pass the examinations prescribed by the Authority to demonstrate that he has the required competencies to comply with the legislation applicable to pursuing activities as a representative and, depending on the sector, that he has the following competencies:

(1)  for the damage insurance sector, the insurance of persons sector or the group insurance of persons sector or any sector class thereof, recommend or propose, as applicable, a product adapted to the client’s needs;

(2)  for the insurance of persons sector or the group insurance of persons sector or any sector class thereof, evaluate the tax impacts of an insurance contract or an annuity contract, as applicable;

(3)  for the claims adjustment sector or any sector class thereof, settle a claim based on the coverage subscribed for by the client.

M.O. 2010-04, s. 19; M.O. 2013-02, s. 5.

2012-09-01

19. In addition to satisfying the minimum qualifications, a candidate must, for each sector or sector class for which he is applying, pass the examinations prescribed by the Authority to demonstrate that he has the required skills and is able to:

(1)  comply with the legislation applicable to pursuing activities as a representative;

(2)  recommend or propose, as applicable, a product adapted to the client’s needs.

He must also pass examinations to demonstrate that he has the following skills:

(1)  for the insurance of persons sector, or the group insurance of persons sector or any sector class thereof, evaluate the tax impacts of an insurance contract or an annuity contract, as applicable;

(2)  for the claims adjustment sector or any sector class thereof, settle a claim based on the coverage subscribed for by the client.

M.O. 2010-04, s. 19.