Skip to main content
Courteo Prêts

Regulation and legal framework

FINTRAC — Identity verification

Français : FINTRAC — Vérification identité

Financial Transactions and Reports Analysis Centre of Canada. Mortgage brokers are reporting entities: they must verify client identity and report suspicious transactions.

Definition

FINTRAC (Financial Transactions and Reports Analysis Centre of Canada) is the federal agency overseeing money laundering and terrorist financing. Under the Proceeds of Crime (Money Laundering) and Terrorist Financing Act (PCMLTFA), mortgage brokers are designated reporting entities.

Broker obligations: - **Identity verification**: identify each client (photo ID, passport) before submitting an application or receiving funds. - **Record keeping**: retain identification information for 5 years after the end of the business relationship. - **Mandatory reports**: report large cash transactions ($10,000 and over), electronic funds transfers of $10,000 and over, and suspicious transactions without minimum threshold. - **Compliance program**: brokerage firms must have a written PCMLTFA compliance program, a designated compliance officer, and a risk assessment.

Penalties for non-compliance can reach $500,000 per violation. FCAM (Council of Regulatory Organizations) monitors FINTRAC compliance in provinces that regulate mortgage brokers.

Official sources

Ready to take action?

Start a file journey to obtain a negotiated rate via the Courteo network.

This definition is provided for informational purposes only and does not constitute legal, tax, or financial advice. For a personal situation, consult an AMF-licensed mortgage broker, notary, accountant, or the relevant financial institution.