Advisor Screening Confirmation Request

August 2014

Reference Document
Advisor Screening Confirmation Request

Instructions to MGA

The Screening Confirmation Request (SCR) may be used at the discretion of the MGA as part of its screening process prior to entering into a contract with an advisor.

It is intended to be used to obtain supplementary information from the insurers listed in Question 22 of the CLHIA Advisor Screening Questionnaire (ASQ).

A consent to collect the information in the SCR is included in the ASQ.

Care should be taken to ensure that all parties are identified consistently on the consent and the SCR.

A copy of the consent should accompany the SCR when it is sent to an insurer.

Insurers receiving this form agree to complete it and return it to the MGA within five (5) business days.