Access to Banking and Licensing for Canada – Pricing

APPLICABLE CONDITIONS:

  • If you have signed up for a lower priced referral fee package and want to upgrade to a higher priced package within one year of your first signup, you will have to bear the cost of the difference.
  • All of the coverages above are for online only. Authorized delegate status (or agent) status is not awarded, unless otherwise specified. Physical point of presence for a business &/or signed up agent is not permitted.
  • All communication and delivery is in English only.
  • Unless explictly mentioned, no Value Added Tax, State Tax, Federal Tax or other applicable taxes are included in the pricing mentioned.
  • If you have signed up for a lower priced referral fee package and want to upgrade to a higher priced package within one year of your first signup, you will have to bear the cost of the difference. Advisory role is limited to principal only. Consulting/Retainer roles are limited to team which can include principal.
  • Price do not include Value Added Tax (VAT). Please inquire if applicable.
  • HMRC (Her Majesty’s Revenue & Customs) charges not included
  • FCA (Financial Conduct Authority) charges not included.
  • State tax not included.

This page was last updated on April 18, 2022.

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