Referral arrangement documentation

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

Does Hivi-X manage referral fee calculations?

No. Hivi-X collects disclosure documents and related files. Fee arrangements and conflicts management remain in your compliance process.

What should be in the file?

Requirements depend on registration category and firm policy — typically written disclosure that a referral arrangement exists, provided per your compliance manual.

Can referred clients upload their own disclosures?

Add checklist items for signed disclosures; clients upload through my-id.ca when your process requires client acknowledgment.

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