Pacific Place Group website: www.pacificplacegroup.com

Real Estate website: www.pacificevergreenrealty.com

Property Management website: www.3pmbc.com

Holidays & Observances

Aug 3 BC Day

August Seminars

All scheduled in person

seminars will be online webinars until further notice.

Watch for email for upcoming

webinars.

Pacific Place Property Management Inc.

As a reminder all of our offices are open for business!

Broadway office (Head Office) will be closed on Saturdays until

further notice.

We hope you and your families are doing well and please abide

by our health officials and stay at home, wash hands frequently

and mind your social distance.

Let’s all be part of the solution and get over this pandemic as

quickly as possible.

Office hours:

Monday—Friday 9:00am –5:00pm

Saturday & Sunday Closed

Vancouver—Head office Surrey

#102—1245 W. Broadway Surrey Central Business Park

Vancouver, BC V6H 1G7 #100-7565 132nd Street

Tel: 604-267-1833 Surrey, BC V3W 1K5

Tel: 778-945-9611

Burnaby Richmond

Metrotown Centre - Metrotower 1 Airport Executive Park

#2129-4710 Kingsway #130-10271 Shellbridge Way

Burnaby, BC V5H 4J5 Richmond, BC V6X 2W8

Tel: 778-945-6900 Tel: 236-521-3799

PPG Locations

Pacific Place

Property Management Inc.

Administration Roles and Responsibilities — August 1, 2020

Wayne Yu Corporate Manager 604-267-1833 EXT: 231

Yim Yu Account Manager 604-267-1833 EXT: 231

Mimi Sum Operations Co-ordinator 604-267-1833 EXT: 232

Pacific Place-Financial Services Inc./Bridgeforce Pacific Place (Financial Services Division) Tel: 604-267-1833

Hendry Liu General Manager EXT: 235

Jim Lew Director of Business Development Tel: 604-558-7610 or EXT 103

James Qiu Sales Manager Tel: 236-521-3799

Mable Wong HR, PPG Compliance Tel: 604-558-7611 or EXT: 104

New Business Manulife, Canada Life, SunLife, Foresters, CPP,

Empire Life, Assumption Life, Humania, The Edge, UV

Mimi Sum Manulife Inv, Group Tel: 604-558-7611 or EXT: 232

Angel Li Policy Service, Travel Insurance, New business Equitable Life Tel: 236-521-3799

DFS, Ivari, SSQ, RBC, Manulife/Canada Life investments .

Mkt materials (Rmd)

Elia Chan Contracting, New Business: BMO, IA, IA Excellence, Tel: 604-558-7617

Software updates

Winnie Chan Marketing Materials (Bby) Tel: 604-558-7614

Evelyn Ye Commissions Tel: 604-558-7614

Vicky Zhang Office Administrator (Surrey) Tel:778-945-9611

Tiffany Tang New business/Investments: Assumption , Canada Life, CPP, DFS, Tel: 604-558-7609

Empire Life, Humania, Ivari, RBC, SSQ, Sunlife, The Edge,

Software updates on dropbox

Vancouver Burnaby Surrey Richmond

Pacific Place-Insurance Services Inc. (General Insurance Division) Tel: 604-267-1833

Kate Zhang House: New Quote & Endorsements, Claims EXT: 228

Angus Yiu Systems Administrator, ICBC CSR EXT: 226

Hendry Liu Condo Quotes EXT: 239

Tiffany Yu Renewal, Reminder and payments EXT: 226

Hendry Liu Commercial Insurance EXT 239

James Qiu Commercial Insurance EXT 223

Lana Chen ICBC CSR, ICBC Batching EXT: 227

Pacific Place-Arc Realty Ltd. (Real Estate Division) Tel: 604-267-1833

Lo-Ming Lee Managing Director EXT: 233

Richard Lui Managing Broker EXT: 233

Teresa Chiang Real Estate Conveyancer EXT 241

Shan Shan Cheng Office Administrator (Rmd) 236-521-3799

Pacific Evergreen Realty Ltd. (Real Estate Division) Tel: 604-267-1833

David Yang Managing Partner Tel: 604-250-3696

Lo-Ming Lee Managing Director EXT: 233

Richard Lui Managing Broker EXT: 233

Julia He Real Estate Conveyancer EXT: 224

Yiyi An Administrator/Real Estate Conveyancer Tel: 778-945-6900

Sherry Yu Marketing, Graphic Designer (PER) Tel: 236-521-3799

Shan Shan Cheng Office Administrator (Rmd) Tel: 236-521-3799

Pacific Place Property Management Ltd. (Property Management Division) Tel: 236-521-3790

Jimmy Ng Managing Broker 778-788-0013

Khai Ho Property Manager/Service Manager 778-953-6396

Sela Li Business Support Executive 236-521-3790

Lidiya Wang Office Administrator 236-521-3790

Julia Lian Office Administrator (part time) 236-521-3790

Pacific Place

Property Management Inc.

Insurance Software - Current Versions

Company Software Name Version Release Date Download

Assumption Life LIA 10.4 Mar 2019 Download

BMO Insurance The Wave 43.0 June 2020 Download

Canada Life Concourse 4.3 May 2020 Download

Canada Protection Plan eAccess 5.5 Feb 2020 Website

Desjardins Insurance Online Illustrator 7.8 N/A Website

The Edge Online Illustration N/A N/A Website

Empire Life Envision Plus 11.9 June 2020 Download

Equitable Life Sales Illustration 2020-1 Mar 2020 Download

Foresters Financial Sky 2.0.178 Feb 2020 Download

Humania Assurance Illustration 2019.1 July 2019 Download

IA Financial Interface 9.1 July 2020 Download

IA Excellence Assure & Go N/A N/A Website

Ivari Lifeview 12.10 May 2020 Download

La Capital Illustration System 9.11.0 July 2019 Download

Manulife Financial Diamond View 16.07 April 2020 Download

RBC Insurance Illustrations 11.1 62B46 June 2020 Download

SSQ Illustration Software 9.0 Dec 2019 Download

Sun Life EOS 7.2 Apr 2020 Download

Illustrations 5.5 Jan 2020 Download

Online Illustrator N/A N/A Website

UV Insurance Illustration Software 2.10.02 Feb 2020 Download

BREAKING NEWS - News from Desjardins In-

Envision Web Illustrator now fully-featured

See the benefits for advisors

Personal Health & Dental Plans

This week in Canada Life

Simply add a T20 CI rider on our Express

Elite Term plans!

Great news! Assumption Life is increasing accelerated underwriting limits

A new plan option on BMO Insurance Whole Life

Extension for completing EZcomplete® insurance applications

Answers to your questions

Don’t wait an extra 5 days to get paid

NEW | Contribution tool coming soon to My Client Space

The virtual way to sell life insurance with ivari

La Capitale Newsletter - July 2020

Backdating new permanent life insurance policies | Digital evolution of Solutions and Advisor Focus

Six new funds now available in RBC GIF

Join our webinar series and earn CE credits

Want to stay safe and still have fun this summer?

Express Issue, more competitive than ever!

“Quote of the month”

Pacific Place Financial Services Annual Conference

Qualification Period: January 1, 2020—December 31, 2020

Travel Period: 2021

Qualification: 75,000 FYC (Life & Living Benefits)

Be part of this annual PPFS conference on us!

This event is not to be missed!

There is lot’s of time left to submit cases from all carriers.

Check with Mable or Mimi to see how close you are to attend and

contest rules.

TOP 10 REASONS TO HAVE A WILL

1. A Will can speak for you and spell out exactly how you would like things handled after you have passed on. It provides legal protections to your loved ones and ensures that they receive proper distribution of your assets and the care they deserve according to your wishes. Here are the top 10 reasons why you should have a will. You decide how your estate will be distributed – The Wills, Estates and Succession Act (WESA) provides a prescribed distribution scheme of your estate when you die intestate (without a will). If you want your assets to be distributed the way you want, you should specify it in your will. 2. You can name your beneficiaries – A Will ensure that your assets will pass on to the people according to your wishes and prevents your estate from passing to unintended beneficiaries. 3. You can bequests specific gifts to specific individuals – A Will allows you to pass on specific items, perhaps with sentimental value, to specific individuals, to avoid dispute over who get what. 4. You can appoint your executor – An executor is a person who is responsible for carrying out the intentions in your will. If you don’t have a will, your loved ones will need to apply for a grant of administration through the Court in order to handle the estate, which could be a lengthy process. 5. You can decide who is the guardian for your children – A Will allows you to address the is-sue of guardianship in the event that both parents die. Where there is no surviving parent, and no guardian has been appointed, the court may hear applications to appoint a guardian under the Family Law Act. 6. You can specify how to fund your children’s education – You can include a provision in your Will to set aside certain funds for tuition or education for your children. You can also designate a trustee to handle the fund until your children turn 19. 7. You can plan for your funeral arrangement – The last thing you want your family to deal with when they are already grieving their loss is to choose between burial or cremation. You can specify how you want to be treated upon your death. You can also direct your estate to pay for your funeral cost. 8. You can leave a charitable donation – Many people like to leave a legacy or charitable gift in their Will to a charity of which they may have a special connection to when they were alive. 9. You can prevent family dispute – A clearly drafted Will makes your intentions and wishes clear, so there is no question of your wishes. You can also include specific reasons for certain decisions you made in your Wills to reduce the chance of it being challenged. 10. You can reduce stress for your family – Handling your estate should not cause any further stress to your family, while they are grieving for your death. A properly drafted Will helps your family to carry your final wishes without any guessing what your true intentions are.

Compliance Department

Pacific Place Financial Services/Bridgeforce Pacific Place

Dear all,

Just a friendly reminder that disclosure forms are mandatory when submitting applications for life and investments. It's a regulatory obligation to disclose certain information in writing to the client before the first sales transaction. To do this, you'll need to :

Prepare an advisor disclosure letter template for your practice

Review the advisor disclosure letter with each client before initiating their first sales transaction

Obtain the client’s signature on the advisor disclosure letter

Retain the signed advisor disclosure letter in the client file

Having an advisor disclosure letter and a process to consistently obtain clients' acknowledgement will help you to meet your regulatory requirements, provide proof to regulators/courts in the event of audits or litigation and strengthen the value of your practice.

Required by the industry, reason why letter is designed to provide a brief summary to help clients understand the product recommendation, the transaction being completed and the reasons why a product was purchased.

The letter should be kept in your client file and a copy should be mailed or emailed to the client, or delivered to a client along with their policy. This will be part of the compliance assessment by the regulators.

A reason why letter should contain the following:

Identify the product recommendation made including the carrier, product brand name, type of insurance, coverage or investment amount;

Summarize the key client circumstances from the facts gathered;

Describe the client needs that are addressed by the recommendation/ product purchased. If the recommendation/ product purchased doesn’t fully meet the needs identified, the discrepancy should be explained;

The fee structure chosen by the client should be outlined;

Outline any follow up action/plans agreed upon to address any identified needs not covered in the action taken thus far (if applicable). Prompt the client to ask questions about anything in the communication that is not clear or doesn’t sound correct. Recommend they keep the communication on file.

Template Advisor Disclosure Form

Compliance Department

Pacific Place Financial Services/Bridgeforce Pacific Place

Reason why letter FAQs .

1. What is a Reason why letter? Required by the industry, this letter is designed to provide a brief summary to help clients understand the product recommendation, the transaction being completed and the reasons why a product was purchased.

2. How did this new requirement come about? In 2016, the CLHIA created a task force to develop practices that promote needs-based selling and sale suitability. One recommendation was that advi-sors send a Reason why letter to clients, after the sale. All provincial insurance regulators support the addition of a new element to “The Approach.” The CLHIA will coordinate the implementation of this practice by member insurance companies and their advisors.

3. Is this letter applicable to all provinces? Yes

4. When do I have to implement the Reason why letter into my practice? Take some time to under-stand this requirement. It is expected that you will implement this letter into your business practices by July 2018.

5. Will this requirement part of compliance assessments? Yes

6. Which products does this requirement apply to? It applies to all Individual Insurance products: • Life • Critical Illness (CI)/Disability Insurance (DI) • Segregated funds • (It does not apply to mu-tual funds)

7. How can the letter be distributed to a client? The letter can be mailed or emailed to a client, or delivered to a client along with their policy.

8. When does the letter/email need to be provided to the client? • Life insurance and CI/DI – no lat-er than policy delivery • Segregated funds – the letter should be sent immediately after the sale

9. Do I need to obtain (and keep) acknowledgement that my client received the Reason why letter/email? No, simply keep a copy of the letter/email in your client file. Suggest to your client that they keep a copy in their files.

10; Who should I contact if I have questions? Contact your Compliance Officer : mable@pacificplacegroup.com

Sample of Reason Why letter

Advisor, Insurance & Financial Services KEY RESPONSIBILITIES:

You will be actively working to develop and grow your client base and providing solutions including Insurance, Employee Benefits, Retirement Planning and/or Investments

Planning, building, and execution of a business / sales plan

You are a true client relationship advisor who looks for opportunities to refer and receive referrals

You will participate with all the company’s marketing activities and contribute your ideas towards their effectiveness and contributing towards their positive results

Building and growing your centers of influences

Keeping up to date with industry and regulatory trends and changes

Working with all lines of Pacific Place Financial Services/ Bridgeforce Pacific Place business offerings

DESIRED SKILLS & EXPERIENCE:

Minimum 3 years experience in a similar role and ready to take your career to the next step; experienced with Insurance and/or Investment Sales an asset but not mandatory.

Strong listening skills and willingness to learn

Insurance Licensed (LLQP) and CFP, CSC, CIM, CPA, CFA, CLU as an asset or working towards such Designation. * Willingness to obtain LLQP license if not currently licensed.

Strong communication skills oral and written

Professional, motivated, and able to work in a fast-paced dynamic environment Team centered, driven and self motivated attitude Compensation: commissions + marketing support + mentorship + coaching + networking avenues. Take ad-vantage of this opportunity to work alongside some of the top minds in the industry and benefit from the structure, support and resources necessary to push your success to the next level. Please send a cover let-ter and your resume to talent@pacificplacegroup.com with “Career” in the subject line.

We thank all applicants who apply, but only those candidates selected for an interview will be contacted.

If you know of anyone who maybe interested in a career in Financial Services, please have them send in their resume for in interview. talent@pacificplacegroup.com

In the News at PPIS _________________________________

Keeping you informed

Welcome!

At Pacific Place Insurance

Services, we like to keep our

agents informed. We hope

you find this update useful.

Enjoy!

Top five tips for a happy and safe summer;

plus the best mocktail recipes

Hot weather has arrived, summer’s in full swing and it’s no secret many summer activities involve a few drinks.

Unfortunately, even just a few drinks can sometimes lead to tragic consequences. But that doesn’t have to be you!

Here are our top five tips to help you have a safe and happy summer.

1. ALWAYS BE P REPARE D

Before leaving the house for some summer fun, think about how you’ll get home. You could ask a friend to be the designated driver, put money aside to call a taxi or take public transit.

There’s lots of options to get home safe – so plan ahead so you’re not trying to make decisions later with a foggy brain.

2. TAKE ADVANTAG E O F DESIG NATED DRIVER S ERVICES

It’s not nice to take advantage of others, but in this case, using a designated driver is an exception.

Many communities now have designated driver services, where volunteers help make sure you, your pas-sengers and vehicle get home safely. Check with your restaurant or pub server for details or look into it online. There’s people out there just waiting for you to call.

3. BE THE DD Yeah, we get it – no one wants to be the designated driver. While being serenaded by your friends can be entertaining, it’s also annoying.

But if everyone takes a turn being the DD, you can all have fun this summer. Remember, the designated driver isn’t the person who is least drunk, it’s someone who hasn’t had anything to drink.

As the designated driver, you also set the ground rules with your passengers before you start driving – no drinking in the car, no hanging out the window and always make sure everyone is buckled up.

4. HO ST WITH THE MOS T You’re the master griller, backyard pool cannon-ball champ, and DJ extraordinaire. And of course your fridge is always full of cold bevvies. You even include non-alcoholic options for those friends who aren’t drinking. Want to take your hosting skills to the next level? Organize transportation so all your friends get home safe or better yet, blow up the air mattress and let them spend the night.

5. SAVE YOU R CASH Police across the province are out in full force targeting impaired drivers this summer, but it’s important to remember road safety begins before we even get behind the wheel.

If you’re caught driving impaired you could have your vehicle impounded, lose your license and face hefty fines. Talk about a real buzz kill.

So be smart – enjoy your summer but leave your car at home if you plan on having a few drinks.

Mocktails to the rescue!

Just because a mocktail is non-alcoholic doesn’t mean it has to be boring! With mocktails growing in popularity as more and more people shift their attention to better health and wellness, here are some great drinks to try the next time you’re out or hosting your own party:

ORANGE REFRESHER It’s a bright drink that lifts your taste buds! And a hint of mint helps to detox after a big meal.

• 1 part orange juice • 1 part club soda • 1 part coconut water • Lightly muddled mint leaves • Slice of pineapple

MOUNTAIN MOJITO • 1 part lime juice • 1 part agave • 1 part blood orange purée • 4 fresh mint leaves • Splash of soda water

Muddle the mint along with the lime juice and agave, add ice and the rest of the ingredients, top with soda water. Garnish with fresh mint.

WATERMELON SLUSH • 1 small watermelon, cubed • 2 ½ cups of unsweetened almond milk • Mint sprigs

Freeze the watermelon chunks overnight. When the watermelon has frozen fully, blend with almond milk until it is smooth in consistency. Pour in a glass and garnish with mint sprigs.

WHAT IS CONVEYANCING?

Conveyancing is the legal transfer of a property from one owner to another. The process involves a

conveyancing solicitor or licensed conveyancer who acts on behalf of the buyer to ensure their client

receives the title deeds to the property and the land it sits on. Conveyancing encapsulates the entirety

of the legal and administrative work required to ensure a house purchase is valid under law.

STANDARD CONVEYANCIN G PRACTICE Sooner or later you will hear your conveyancer or mortgage lender referring to “exchange of contracts”.

The exchange of signed contracts between the buyer and the seller – carried our via each party’s con-

veyancer – is what legally commits both parties to the sale of the property.

A house purchase is not legally binding until contracts are exchanged between the buyer and the

seller – this gives freedom to both parties prior to the exchange of contracts. A deposit – typically 10

per cent of the purchase price – is required at the exchange of contracts.

In the phase prior to exchanging contracts either party can cancel the transaction, with no obliga-

tions to the other party. This can potentially increase the risk of gazumping if you are part of a

lengthy moving chain.

Upon the exchange of contracts the buyer and seller are both legally committed to the purchase and

the agreed terms of the sale. If you decide to pull out of the agreement at this stage you may auto-

matically lose the deposit you paid upon exchange.

HOW DOES CONVEYANCING WORK?

From the buyer’s perspective:

1. Once the buyer(s) confirms to retain our service to act on their behalf, we will request a signed copy of the contract of purchase and sale from either the buyer(s) or the real estate agent.

2. We will then perform a title search electronically at the Land Title Office. This is to verify the owner of the property matches with the seller on the contract. The title search will also show if there is any other charges on title that needs to be removed. These charges may in-clude other mortgages, caveats, judgements, and liens. If such charges exist, we will work with the seller’s solicitor to ensure that these charges are removed by the sellers prior to the trans-fer.

3. We then gather other necessary documents such the conveyancing instructions from the realtor’s office, mortgage instruction from the lender (banks), Form F Certificate of Payment & Form B Information Certificate from the strata corporation (if it is a strata property), survey or title insurance (if it is required by the lender), and insurance binder, if applicable.

4. Once we obtain all documents, we will prepare two sets of documents – one for the seller and one for the buyer.

5. We will set up a meeting with the buyer(s) 1-3 days prior to completion date. During our meeting we will explain and sign each document with the buyer(s). There are various docu-ments involved and mostly will include Form B Mortgage, Property Transfer Tax form, mort-gage terms, and statement of adjustments. We will also ask the buyer to bring in the balance of funds required to complete the transaction in the form of a bank draft.

6. The other set of documents will be sent to the seller’s solicitor to arrange for signing by the seller. The seller’s solicitor will return the signed documents to the us prior to the completion date.

7. If the buyer(s) is applying for a mortgage, we will request funds from the lender prior to the completion date. We will also ensure that the excess deposit has been received from the realtor. This is to ensure we have enough funds to complete the transaction.

8. Prior to the completion of the transfer of title, all documents are reviewed again and a pre-registration title search is performed. This is to confirm that there have been no new charges reg-istered against the property by comparing it to the search we did when we first opened the file.

9. Once we confirm that no new charges have been put on title, we can proceed with the actual transfer of title. Once that is done, we will need to perform another title search shortly after to ensure that no other application is registered in the Land Title Office against this property.

10. When the title is transferred without any problems, we will contact the seller’s solicitor and pay them the seller’s proceeds.

11. If the seller has an existing mortgage on the property, the seller’s solicitor will pay off the mortgage with the proceeds prior to the release of any extra funds to the seller. We will ensure to receive confirmation of such from the seller’s solicitor within 5 business days. The lender must provide the Form C Discharge to the seller’s solicitor within 30 days after receipt of such request.

12. Once we receive confirmation of the registration of the discharge from the seller’s office, we will order a State of Title Certificate – a document signed by the Registrar of the Land Title Office to confirm ownership belongs to the buyers – and send it to the buyer. The conveyancing process is now complete.

From the seller’s perspective:

1. Once the seller(s) confirms to retain our service to act on their behalf, we will re-quest a signed copy of the contract of purchase and sale from either the seller(s) or the real estate agent.

2. We will then perform a title search electronically at the Land Title Office. This is to verify the owner of the property matches with the seller on the contract. The title search will also show if there is any other charges on title that needs to be removed. If so, we will work with the seller to ensure these charges are removed prior to the transfer.

3. We will request documents from the buyer’s solicitor. This set of documents usu-ally involves Form A Freehold Transfer, Seller’s Statement of Adjustments, GST Cer-tificate, Residency Declaration, Park Stall/Storage Locker Assignment (for condo), and Survey Declaration (if applicable).

4. We will review these documents to ensure their accuracy prior to scheduling a meeting with the seller for signature, usually 1-3 business days prior to completion date.

5. After these documents are signed, we will return them to the buyer’s solicitor, on their undertaking that they will not file the transfer until the closing date and that they confirm that the required funds to complete the transaction is obtained from the buyer. They will also undertake that the funds will be deliver to us, payable to the seller, upon registration of the transfer.

6. Once we receive the funds from the buyer’s solicitor, we will pay out the existing mortgage, if any, to the lender, and any other disbursements and expenses.

7. We will arrange with the seller to deliver the outstanding funds to them accord-ing to the seller’s statement of adjustments.

8. We will confirm with the buyer’s solicitor that the existing mortgage is paid off by providing proof of delivery and the copy of the bank draft to the lender within 5 business days.

9. We will request the Form C Discharge from the lender upon the mortgage pay-out, and the lender must deliver the Form C to us within 30 days.

10. Once we receive the Form C Discharge from the lender, we will register it with the Land Title Office electronically.

We will notify the buyer’s solicitor of such and the transaction is then complete.

Open houses to resume in BC under new safety guidelines

Open houses will cautiously resume across BC under new safety guidelines.

On July 7, real estate boards and associations across the province, together with the Real Estate Council of BC, removed their joint recommendation that REALTORS® refrain from holding open houses, a rec-ommendation that had been in place since the middle of March.

This decision was made in consultation with WorkSafe BC and came with new safety guidelines for Real-tors to follow.

“This change doesn’t mean a return to pre-pandemic practices,” Colette Gerber, Real Estate Board of Greater Vancouver Chair said. “Since the pandemic began, Realtors have been adopting new technolo-gies and practices to follow through on our commitment to do what we can to help prevent the spread of illness. This commitment hasn’t changed. If home sellers and their Realtors decide to hold an open house, they’ll need to strictly follow the safety precautions that have been carefully crafted and vetted by WorkSafeBC.”

The open house guidelines outline the steps that Realtors must follow to ensure necessary physical dis-tancing, hygiene and other safety practices are maintained.

If you attend an open house this summer, you can expect to see:

A visitor log for contact tracing

Handwashing stations

Direction on the use of personal protection equipment, like face masks

Restrictions on the number of people allowed into the home at one time

Rules requiring that you not touch anything inside the home

PROTOCOLS FOR REAL ESTATE

If a virtual viewing is not possible or practicable, establish a set of protocols and communicate them to all

people involved prior to attending a viewing (e.g., real estate professionals, viewers, and current occupants).

Develop a policy prohibiting anyone with symptoms of COVID-19 from attending in-person viewings. Advise

clients who have booked appointments that they must cancel if they develop symptoms. Policies may also

cover those who are under order by the public health officer to self-isolate due to international travel.

Post signage at the property promoting the proper physical distancing requirement.

Provide additional handwashing facilities (e.g., hand wash bottles with soap or hand sanitizer) at the front

door and ask visitors to wash their hands before entering.

To help maintain the safety of consumers, clients, and colleagues, real estate professionals should make

their best attempt to refrain from showing multiple properties in a single day to help minimize cross-

contamination.

Where possible, real estate professionals may wish to stay in one location of a property during viewing to

reduce the risk of physical contact with potential buyers.

If possible, conduct viewings by appointment only to reduce the number of people on the property.

If more than one party will be viewing the property at the same time, consider some of the following

measures:

Review the property floor plan and determine the route through the home that will best enable physical dis-

tancing.

Anticipate areas of property where physical distancing cannot be maintained (e.g., hallways, small rooms,

closets,). Consider blocking off some areas if necessary.

Consider limiting the total number of people who can be viewing the property.

Consider limiting the number of people in each area of the building (i.e., by room or by floor) at one time.

Where a viewing location may not be apparent, real estate professionals should meet buyers outside of a

complex and/or building to minimize unnecessary wandering around the viewing location or unit. Considera-

tions for the physical distancing requirement should be applied.

Where possible, real estate professionals should schedule a tour of building amenities (such as on-site gym,

pool, etc.) with the strata management company to prevent physical contact with residents.

Where multiple parties are involved and a meeting cannot be conducted virtually, hold meetings outside or in

a large space to maintain physical distancing.

Meet buyers at viewing location(s) and do not drive potential buyers to property locations.

Do not shake hands with clients.

With the permission of clients and consumers and where practicable, document names and contact infor-

mation of all people attending a property viewing in accordance with all privacy policies.