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OACIQ self inspection (Quebec only)
OACIQ self inspection (Quebec only)
OACIQ Self Inspection
Transactions registries :
- Go to Reports > Registries > Transactions. Transactions - Log of transactions
- Select a specific branch from the dropdown menu or select "All" if you need registries of all branches.
- Enter Start Date / End Date
- Leave Sort and Date used for Period at "Creation Date"
- Click on PDF icon to generate report.
Listing registries :
- Go to Reports > Registries > Listing Agreements. Listing Agreements (Brokerage contracts)
- Select a specific branch from the dropdown menu or select "All" if you need registries of all branches.
- Enter Start Date / End Date
- In the "Sort" field, select "Listing Date"
- In the "Date used or Period", select "Listing Date"
- Click on PDF icon to generate report.
Summary of Trust Account Transactions Summary of Trust Account Transactions
- Go to Reports > Registries > Summary of Trust Account transactions.
- Select "Yes" if there were modifications to the financial instituion and/or to the account number of the general trust account. If not, select 'No".
- Enter Start Date / End Date
- Click on PDF icon to generate report.
Register of operations to the general trust account
- Aller dans le menu Reports > Trust Account > Genral Trust Account Ledger. on the right top, clic on Reports
- Enter Start Date / End Date
- Click on PDF icon to generate report.
Notice of disclosure registries : Notice of Disclosure
- Go to Reports > Registries > Notice of Disclosure
- Select a specific branch from the dropdown menu or select "All" if you need registries of all branches.
- Enter Start Date / End Date
- Click on PDF icon to generate report.
, multiple selections available,
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