Inspection Forms
CLOSING - CESSATION OF ACTIVITIES
QUICK REFERENCE GUIDES
- Quick Reference Guide • Commercial Brokerage • Brokerage Contract/Listing Record • Missing documents
- Quick Reference Guide • Commercial Brokerage • Transaction Record • Missing documents
- Quick Reference Guide • Residential Brokerage • Brokerage Contract/Listing Record • Missing documents
- Quick Reference Guide • Residential Brokerage • Transaction Record • Missing documents
- Quick Reference Guide • Residential Brokerage • Brokerage Contract/Listing/Lease and Sublease Record • Missing documents
- Quick Reference Guide • Residential Brokerage • Transaction/Lease and Sublease Record • Missing documents
- Quick Reference Guide • Managing trust accounts
- Quick reference guide to be reviewed when marketing an immovable which has sustained a flood
- Guide “Digitization: Go for quality and document your process!”
- Broker Assessment Sheet (intended mainly for agency executive officers and brokers acting on their own account):
TRUST ACCOUNTS
- Client's Ledger
- Declaration related to the opening or updating of a general trust account
- Declaration related to the opening or updating of a special trust account
- Important to know • Sums held in a trust account for more than three years
- Instructions • Trust Transaction Report
- Instructions concerning the obligations to open and maintain a trust account
- List of the financial institutions with which the OACIQ has negotiated an agreement for the trust accounts
- Notice of closing of a general trust account
- Receipt of a sum in cash
- Receipt of a sum deposited into a trust account
- Trust transaction report (fillable PDF version available as of January 10)
- Trust account - Notice of delegation and declaration of exemptions
REGISTERS
- Instructions to agencies and brokers acting on their own account for maintaining records and registers
- Register of disclosure notices
- Register of brokerage contracts
- Register of brokers
- Register of general trust account transactions
- Register of transactions
CLOSING - CESSATION OF ACTIVITIES
- Reminders - How to leave the profession properly • Residential and commercial real estate brokerage
- Notice of closing of a general trust account
- Mandatory declaration • Ceasing of activities by a real estate agency or by a real estate broker acting on his own account
- Trust transaction report (fillable PDF version available as of January 10)
