07/09/2024
Hello fellow colleagues,
Did you know that when sending Referrals, this is what you will need.
Section 23.1(2) GEN, requires a separate detailed written disclosure to be made at the earliest opportunity to the client being referred.
Review the following RECO bulletins:
3.3 Financial benefits
3.1 Disclosures, consents, and acknowledgements
Do the necessary and don't get in trouble.