An Act to amend various provisions mainly in the financial sector

An Act to amend various provisions mainly in the financial sector (Bill 92), was assented to on June 4, 2025. This Act provides for, among other things

  • The merger of the Chambre de la sécurité financière (CSF) and the Chambre de l'assurance de dommages (ChAD) to create a new self-regulatory organization: the Chambre de l'assurance.
  • The subsequent transfer of oversight of Québec mutual fund representatives to the Canadian Investment Regulatory Organization (CIRO), and the withdrawal of oversight of scholarship plan representatives.

The purpose of this FAQ is to provide clear answers to any questions you may have about the impact of the new Act on your professional activities, obligations and services.

Continuing education requirements for the current cycle remain unchanged for mutual fund representatives, scholarship plan representatives, financial security advisors, group insurance and annuity advisors and financial planners. You must continue to accumulate the PDUs required by the CSF by November 30, 2025; watch for the CSF's information notices.

The deadline for completing the Déonto Plus course is November 30, 2027. Should this change, we will inform you. We recommend that all our members take the course as soon as possible, as it contains notions that are essential to your professional practice. It is also recognized by CIRO for 3 PDUs.

Yes. The CSF website, 100% CSF training courses and your Member Area will remain online. Log in to your file to chat with our teams or consult our interactive FAQ at your convenience.

The obligations remain the same for all professionals supervised by the CSF: mutual fund representatives, scholarship plan representatives, financial security advisors, group insurance and annuity advisors and financial planners.

We will keep you informed of any changes to your obligations as a result of the eventual transfer of oversight in certain fields.

Please feel free to consult the InfoDéonto section of the CSF website for any questions you may have about your obligations and best practices.

The CSF syndic's office continues its activities, and you have the obligation to cooperate with the investigation.

The CSF will keep you informed by e-mail of major milestones, including any adjustments that may affect your professional practice.

CSF newsletters, InfoCSF+ and CE-Letter+ will also continue to be sent out on a regular basis.