ATTENTION
Effective immediately, cheques are no longer payable to the Minister of Finance. Please make all
cheques/money orders
payable to the
Financial Services Regulatory Authority of Ontario (FSRA).
To use these forms, you must download them using a desktop or laptop computer and have
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installed.
To download and open the form to your desktop:
- Right click the link to the form and select
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(To do this with a keyboard, tab to the link of the form. Hold down SHIFT and press F10. Then select save link as... and save the form to your desktop)
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Declaration of Compliance
Size: ## kb
Declaration of compliance under section 45 of the Mortgage Brokerages, Lenders, and Administrators Act, 2006
Financial Reporting Requirements for Mortgage Administrator
Used for audit reporting
New Forms that are Effective July 1, 2018
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Downloading and viewing dynamic forms.
On July 1, 2018, mortgage brokerages that deal with
non-qualified syndicated mortgage transactions are required to complete the following three forms:
-
Form 3.0 – Investor/Lender Information for Investor/Lender in a Non-qualified Syndicated Mortgage
Size: ## kb
This form must be completed and signed by a mortgage broker, and be reviewed and signed by the prospective investor/lender considering an investment in a non-qualified syndicated mortgage. The investor/lender must receive a copy of the signed form.
FAQs |
Checklists -
Form 3.1 – Suitability Assessment for Investor/Lender in a Non-qualified Syndicated Mortgage
Size: ## kb
This form must be completed and signed by a mortgage broker, and be reviewed and signed by the prospective investor/lender considering an investment in a non-qualified syndicated mortgage. The investor/lender must receive a copy of the signed form.
FAQs |
Checklists -
Form 3.2 – Disclosure Statement for Investor/Lender in a Non-qualified Syndicated Mortgage
Size: ## kb
This form must be completed and signed by a licensed mortgage broker, and be reviewed and signed by the prospective investor/lender considering an investment in a non-qualified syndicated mortgage. The investor/lender must receive a copy of the signed form.
FAQs |
Checklists
Forms that are Effective July 1, 2015
On July 1, 2015, FSCO replaced the Investor/Lender Disclosure Statement for Brokered Transactions with the following three forms:
Mortgage Administrator Application Form
Size: ## kb *
Used for seeking a licence as a Mortgage Administrator
Instructions
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Mortgage Brokerage Application Form
Size: ## kb *
Used for seeking a licence as a Mortgage Brokerage
Instructions
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Application for Surrender of a Mortgage Broker or Agent Licence
Size: ## kb *
Used to surrender a mortgage broker or agent licence. For questions related to this form, please see the FAQs.
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Application for Surrender of Mortgage Brokerage Licence
Size: ## kb
Used to surrender a mortgage brokerage licence
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Application for Surrender of Mortgage Administrator Licence
Size: ## kb
Used to surrender a mortgage administrator licence
Size: ## kbBusiness Activity Complaint Form
Size: ## kb Size: ## kb
For filing a complaint with the Financial Services Commission of Ontario (FSCO).
Size: ## kb Size: 169 kb Size: ## kb Size: ##
kb* Having trouble downloading this form?
See Downloading and viewing dynamic forms.
Pre-Payment Authorization Form
Size: ## kb
Used for the payment of online fees
Forms that are Effective July 1, 2015
On July 1, 2015, FSCO replaced the Renewal Form with the following two forms:
-
Form 2 – Renewal Form
Size: ## kb
This form must be completed by a licensed mortgage broker, and be provided to lenders or investors of mortgages at mortgage renewal
FAQs -
Form 2.1 – Renewal Form Waiver: To Reduce the Waiting Period
Size: ## kb
This form is optional and must be completed by a mortgage broker, if the investor is waiving his/her right to the minimum two business day disclosure time, so that it can be reduced to one business day. This form must be used in addition to Form 2.
FAQs
The law requires mortgage brokerages and administrators to submit the AIR no later than March 31st of each year. The AIR must be completed and submitted online using
Licensing Link.
Sample Mortgage Brokerage AIR
PDF
|
Size: ## kbAccessible version ![open new window [New Window]](/Style%20Library/FSCO/Internet/Images/icons/external.png)
Sample Mortgage Administrator AIR
PDF
Size: ## kb |
Accessible version![open new window [New Window]](/Style%20Library/FSCO/Internet/Images/icons/external.png)