WHAT IS APEXA? Apexa contracting and compliance more efficient for Advisors, MGAs & Carriers through standardized processes, building a digital platform and conducting automated monitoring with notifications. Insurers as well as MGA are gradually joining Apexa

IMPORTANT DATES

March 9, 2020 | The signature of the Advisor Contract between Agenz/Sentiel and the advisor must be completed via the Apexa system.

April 1st,  2020 | New contracts with Canada Life, Sun Life and Empire will be processed through Apexa.

December 31,  2020 | All advisors with an active code with Industrial-Alliance and Sun Life must have completed their Apexa profile before December 31, 2020.

DOCUMENTATION

This code of conduct and ethics outlines the norms to which firms and advisors must adhere too when dealing with their clients. It serves as a complement to existing codes of conduct and ethics outlined and distributed by federal and/or provincial professional associations and regulating bodies.

AgenZ Group adheres to the ethical norms in place when conducting activities and conforms to all laws and regulations. AgenZ Group is committed to always act with integrity in its interactions with advisors.

Dowload the advisor’s code of conduct