MA - PAYROLL & COMPLIANCE

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Payroll and Compliance

  • All compliance is to be submitted through Velocity.
  • Payroll -Accessed through MA Link. 
  • Log into MA Link. –> Click on Apps & Tools. –> Click on “Workbench 3.0” 

 

 


MA Payroll Step-by-Step Guide MA CLIENT ENGAGEMENT LETTER SOLICITOR LETTER OF DIRECTION MA - FEE AGREEMENT PRIVATE INVESTOR ONBOARDING FORM MA KYC FORM MA MORTGAGE APPLICATION PDF

FOR COMMERCIAL DEAL PAYROLL

MA COMMERCIAL DEAL CHECKLIST
  • You must create a Velocity file for commercial deals.


Please complete the Commercial Checklist linked above and include it in your Velocity submission, along with the following supporting documents.

  • Provincial compliance documents
  • FINTRAC compliance documents
  • All other supporting documents 


A BETTER WAY:  OFFICE REGULATORY AND COMPLIANCE REFERENCE SECTION

Agents are required to ensure they are up to date with their licensing requirements.

Enclosed are some key office specific support collateral:

Questions for your regulator? 


BC: In BC contact BCFSA through - CLICK HERE

AB: In Alberta contact RECA through -  CLICK HERE 

ONT: In Ontario contact FSRA through - CLICK HERE

FILES / LINKS / REFERENCES