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Forms and Applications

Downloadable Application Forms

If you plan to apply for coverage without applying online, please download and print the application form(s) for the coverage you are applying for.

Title Description Policies Effective May 1, 2016 to April 30, 2017 Policies Effective May 1, 2017 to April 30, 2018
Coverage A Life, Segregated Funds, Mutual Funds, Accident and Sickness, Term Deposits, GICs, Fee for Service for Licensed Advisors
Coverage B Securities, Income Tax Preparation, Executors, Notaries Public, Commissioner of Oaths, Fee for Service Planning, Financial Divorce Specialists
Coverage C Unlicensed Planners – Fee for Service
Coverage D Licensed Administrative Assistant (License of Convenience)
Extended Reporting Period Option Form
No Claims Declaration Form
Increasing Limits Application Form
Decreasing Limits Application Form
Claims Submission Form Complete this form for all APA E&O Claims

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