D-9.2 - Act respecting the distribution of financial products and services

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27. Insurance representatives must inquire into their clients’ situation to assess their needs.
They must ensure to appropriately advise their clients regarding matters that fall within the sectors in which they are authorized to act; if they can, they shall offer their clients a product that meets their needs.
1998, c. 37, s. 27; 2018, c. 23, s. 516.
27. Insurance representatives must personally gather the information that is necessary to assess a client’s needs, in order to propose the insurance product that best meets those needs.
1998, c. 37, s. 27.