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    Initial Consultation Template

    Uploaded by

    Sukhmanjot Shah
    This document provides a template for regulated Canadian immigration consultants to use when drafting initial consultation agreements with clients. It outlines both mandatory and suggested components to include, such as the purpose of the agreement, fees owed, signatures of the client and consultant, and information about the consultant's status and obligations. The template is meant as a starting point and must be customized with the actual terms of each individual business arrangement.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Initial Consultation Template

    Uploaded by

    Sukhmanjot Shah
    27 views1 page
    This document provides a template for regulated Canadian immigration consultants to use when drafting initial consultation agreements with clients. It outlines both mandatory and suggested components to include, such as the purpose of the agreement, fees owed, signatures of the client and consultant, and information about the consultant's status and obligations. The template is meant as a starting point and must be customized with the actual terms of each individual business arrangement.

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    imm 101

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    This document provides a template for regulated Canadian immigration consultants to use when drafting initial consultation agreements with clients. It outlines both mandatory and suggested components to include, such as the purpose of the agreement, fees owed, signatures of the client and consultant, and information about the consultant's status and obligations. The template is meant as a starting point and must be customized with the actual terms of each individual business arrangement.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    27 views1 page

    Initial Consultation Template

    Uploaded by

    Sukhmanjot Shah
    This document provides a template for regulated Canadian immigration consultants to use when drafting initial consultation agreements with clients. It outlines both mandatory and suggested components to include, such as the purpose of the agreement, fees owed, signatures of the client and consultant, and information about the consultant's status and obligations. The template is meant as a starting point and must be customized with the actual terms of each individual business arrangement.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 1

    Version: 2016-001 October 3, 2016

    This template is provided by ICCRC for RCICs’ consideration and use when drafting an Initial Consultation Agreement. It
    is NOT meant to be used "as is". It must be completed with the actual terms and conditions of the business arrangement
    between a RCIC and his/her Client.

    INITIAL CONSULTATION AGREEMENT TEMPLATE

    This Initial Consultation Agreement is made this ____ day of _______________, 201__, between Regulated

    Canadian Immigration Consultant (RCIC) ________________________________________ [insert RCIC name]

    (the “RCIC”), Membership Number _______________ and Client __________________________________

    [insert Client name] (the “Client”), for the purpose of _____________________________________________

    ___________________________________________________________________________________

    ____________________________________________________________________________________.

    The Client is obliged to pay a fee of ________________________.

    This Agreement shall be governed by the laws in effect in the Province/Territory of ______________________, and the
    federal laws of Canada applicable therein.

    Please be advised that _____________________________________ [insert RCIC name] is a member in good


    standing of the Immigration Consultants of Canada Regulatory Council (ICCRC), and as such, is bound by its By-law, Code of
    Professional Ethics, and Regulations.

    Client Information:

    [Client Name]
    [Client Address]
    [Date of Birth]
    [Client telephone number, email address]

    RCIC Information:

    [RCIC Name]
    [RCIC Address]
    [RCIC telephone number, email address]

    ___________________________________ __________________________________
    Client Signature RCIC Signature

    NOTE: The excerpts appearing in italics above are suggested components, while the regular font items are
    mandatory components for all RCICs according to the Retainer Agreement Regulation.

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