We continually have various sales and product seminars on a regular basis that qualify for Continuing Education Credits - Contact Us for details on upcoming events and future dates for seminars near you.

Advisor Disclosure Is Required

CLHIA Reference Documents       Sample Disclosure 1      Sample Disclosure 2

 

Advisor - Sample Privacy Consent Document

Attention All Brokers

Money Laundering Is Your Concern!

Individuals and businesses that are identified in the Proceeds of Crime
 (Money Laundering) and Terrorist Financing Act and Regulations
 are required to report suspicious transactions to FINTRAC. 

A series of guidelines have been developed to support the filing of a report and in
 fulfilling your obligations under the law. Regulations regarding large cash transactions, 
electronic funds transfers and cross border movements of currency and monetary
 instruments will be implemented over the course of this year.

Brokers - Click Here 
For More Details

Platinum Pacific Financial Services
205-1708 Dolphin Avenue, Kelowna, British Columbia, V1Y 9S4
Phone:  (250) 763-5655 or 1-877-831-9000
Fax:  (250) 763-0070

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