All Guidelines

Guideline G18 - Insurer-MGA Relationships

Consistent with the CCIR recommendations, this Guideline is intended to bring greater clarity to the roles, responsibilities and accountabilities within insurer-MGA relationships.
DistributionDistribution guidelines and reference documentsIntermediaries

Related Reference Documents:

Insurer Due Diligence for Screening MGAs
MEMBERS ONLY CONTENT
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MGA Compliance: A Risk-based Approach for Compliance Programs in the MGA Channel
MEMBERS ONLY CONTENT
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Advisor Screening Questionnaire - For use by Insurers Screening Advisors for Suitability
MEMBERS ONLY CONTENT
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Advisor Screening Confirmation Request
MEMBERS ONLY CONTENT
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CLHIA Standardized MGA Compliance Review Survey
MEMBERS ONLY CONTENT
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Explanatory Notes for CLHIA Guideline G18
MEMBERS ONLY CONTENT
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CLHIA Standardized Advisor Practice Review for Use in the MGA channel
MEMBERS ONLY CONTENT
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Insurer Systems for Monitoring Statutory Compliance of Advisors
MEMBERS ONLY CONTENT
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