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If a client has decided to sign on with your agency you must complete a Notification of Transfer Payment Agency Form, which must be signed by the clients Person Managing Funds (PMF) and a signing authority at your agency.
Download the Notification of Transfer Payment Agency Form here.
If you decide to dissolve your relationship with a client, or they with you, the following is required:
How to Reach Us:
140 King Street East, Suite 4
Hamilton, ON, L8N 1B2