Ask Insolv-Policy & Procedure Advisor

Example

Providing details on the exemption limits for RRSPs across different provinces.

Scenario

A staff member is working on a client file where the client has significant RRSPs and needs to know how these assets are treated in their province. Ask Insolv can quickly provide the specific provincial exemptions and guidelines, ensuring accurate and legally compliant advice.

Example

Explaining the steps to set up an initial payment schedule for a consumer proposal.

Scenario

A new employee is unsure about the correct procedure for setting up payment schedules in the firm's system. Ask Insolv outlines the detailed steps and requirements from the policy document, helping the employee complete the task without errors.

Example

Offering precedents and wording for legal documents such as Form 79 or Form 65.

Scenario

A case manager is preparing a Statement of Affairs for a client and needs to ensure that the wording on contingent liabilities is correct. Ask Insolv can provide the exact wording required, as per the firm's policy document, to minimize liability and enhance the document's legal robustness.

Example

Addressing queries regarding surplus income calculations.

Scenario

Staff frequently encounter questions from clients about how their surplus income affects their bankruptcy or consumer proposal. Ask Insolv can directly quote the relevant sections from the policy document to provide clear, understandable explanations to staff, which they can relay to clients.