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