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Finance and savings/Certificates and documents

Find a licensed insurance agent or pension adviser

איתור סוכן/יועץ פנסיוני מורשה

No sign-inInvolves a paymentOnline

Steps

  1. 1

    Open the form on the official site

  2. 2

    Fill in the details

  3. 3

    Attach documents, if asked

  4. 4

    Send and keep the filing confirmation

Who it is for
Anyone
What the form asks
  • name or licence number
Money
Agent fees

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This is a summary of official sources, for orientation only. It is not legal advice; the official site's wording is binding.