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  • Client Understanding and Acknowledgement

    • CRA-12.4.8

      Licensees must not enter into a client agreement unless they have taken reasonable care to ensure that their client has had a proper opportunity to consider the terms.

      Amended: April 2023
      Added: April 2019

    • CRA-12.4.9

      Licensees must obtain their client's consent to the terms of the client agreement as evidenced by a signature or an equivalent mechanism.

      Added: April 2019

    • CRA-12.4.10

      The client agreement must contain the signature of both parties to the agreement. A copy of the signed client agreement must be provided by the licensee to the client.

      Added: April 2019

    • CRA-12.4.11

      Licensees must keep records of client agreements and any documents referred to in the client agreement the entire period the agreement is in force. Upon termination of the agreement, for whatsoever reason, the client agreement must be retained for a period of at least 5 years from the date of closure of the client account.

      Amended: April 2023
      Added: April 2019