Prince Edward Island - Get Life Insurance Agent Certificate of Authority


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ProcedureEdit

Apply Online

  1. To get a get Life Insurance Agent Certificate of Authority, the applicant must approach the Prince Edward Island website. Here is the contact Link
  2. Click on the link to the online application form Link
  3. Enter all the information when prompted and click on “Next page”.
  4. The applicant will need to enter further information.
  5. Attach documents as mentioned under the “Required Documents” section of this page.
  6. The applicant will have to make a fee payment. Find further information under the “Fees” section of this page.
  7. The applicant can submit the application form by clicking on “Submit”.
  8. The application will be processed within a few weeks from the submission of the application.


Apply by Mail

  1. To get a General Insurance Agent Certificate of Authority, the applicant must approach the Prince Edward Island website. Here is the contact Link
  2. The applicant will need to fill out an application form. Click on the following link to download the form Link
  3. Fill out the application form with all the relevant details.
  4. Attach documents as mentioned under the “Required Documents” section of this page.
  5. The applicant will have to make a fee payment. Find further information under the “Fees” section of this page.
  6. Send the completed application form to the address mentioned under the “Office Locations and Contacts” section of this page.
  7. The application will be processed within a few weeks from the submission of the application.



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Required DocumentsEdit

  • Criminal record check
  • Proof of completion of the required education and experience requirements
  • CIPR number
  • Application form Link



Office Locations & ContactsEdit

Mailing Address: Financial and Consumer Services Division
1st Floor, Shaw Building (North Entrance)
105 Rochford Street
PO Box 2000
Charlottetown, PE C1A 7N8
Phone: 902-368-4550
Fax: 902-368-5283
Email: [email protected]
Contact Link

EligibilityEdit

  • The applicant must obtain a criminal record check.



FeesEdit

  • The applicant will need to pay a fee of 200$.



ValidityEdit

  • The license is valid for two years.



Documents to UseEdit

  • Application form Link



Sample DocumentsEdit

Please attach sample completed documents that would help other people.



Processing TimeEdit

The application will be processed within a few days from the submission.


Related VideosEdit

Videos explaining the procedure or to fill the applications.
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InstructionsEdit

  • If the applicant is a non-resident agent, they will have to provide the Certificate of Authority issued from the jurisdiction where they reside.



Required InformationEdit

  • Name
  • Address
  • Date of birth
  • City
  • Province
  • Signature



Need for the DocumentEdit

  • A life insurance agent is an expert in fitting clients with their insurance needs. A person is required to be licensed before they can work as a life insurance agent.



Information which might helpEdit



Other uses of the Document/CertificateEdit

Please explain what are other uses of obtaining this document/certificate.
e.g. Birth Certificate can be used as proof of identity.



External LinksEdit

Place some external links which might help.



OthersEdit

More information which might help people.