Advocis Membership Application

Step 1 Step 2 Finish

* Full Name:
First Name: Middle: Last Name:
Designations:
 
* Birth Date:
(MM/DD/YYYY) * Title on your business card:
* Email address:

* Send correspondence to this address:

Business Address
Business type
Company
Street
City
Province
Postal code (XXX XXX)
Country
Telephone (xxx-xxx-xxxxx)   (ext)
Fax
  Home Address
Street
City
Province
Postal code (XXX XXX)
Country
Telephone

* Are you in a managerial position?
Manager Members are leaders in the financial services industry in Canada who are directly or indirectly responsible for recruiting/retaining, coaching, training, education, business development, or managing financial advisors and/or planners. The role of a Manager Member should include some or all of the following concepts: Coaching & leadership/Business development (including marketing, practice management, compliance andtechnology)/Training and education/Recruitment, selection and retention.

License
* Are you currently licensed?
License Type Province Issued Date Issued
Licened By PopUp Calendar
Licened By PopUp Calendar
Licened By PopUp Calendar
Licened By PopUp Calendar

* Do you hold yourself out to the public as someone who provides financial planning, financial advice, and/or product sales to consumers?

* Start date of actively providing financial advice: PopUp Calendar (MM/DD/YYYY)

 

* Error and Ommission Information
Insurer: Policy #: Expiry Date: PopUp Calendar (MM/DD/YYYY)
For more info, visit www.realeando.ca
Were you previously a member of Advocis? If yes, enter your 7 digits Advocis ID:
* How did you hear about Advocis?
Has anyone referred you?
Name: Advocis ID: City: