Segregated Funds
A licensee shall not act as an agent in the
sale of segregated funds unless the licensee has passed an investment funds course
approved by Council.The Segregated Fund
Report lists all active Life Licensees and indicates if they are
restricted or authorized to sell segregated funds.
To obtain a copy of the
approved segregated fund courses, please click on the list indicated below.
List of Approved Segregated Fund Courses
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