QuickSource Document Service

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Below is a listing of the documents that are available. Simply click on the document title to select that documents. The index is updated on a regular basis.

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Fees

QS06003

Charging fees in Connecticut

The particulars for Connecticut producers on charging fees and agreements needed, as well as, a sample agreement for your use. 9 pages

QS29004

Charging fees in New Jersey

Defines fees and commissions, when they can be charged and to whom, as well as a sample service fee agreement for your use. 7 pages

QS31006

Charging fees in New York

Overviews the laws, regulations, opinions of general counsel and court cases that address the dos and don’ts of charging service fees in New York state. 15 pages

QS31361

New York state referral fees

Lists a number of the New York Department of Financial Services’ Office of General Counsel opinions regarding referral fees, including acceptable practices and prohibited acts. 2 pages

QS31428

Referral fees to unlicensed persons

Offers information relating to referral fees to unlicensed employees. 2 pages