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Requirements for a General Insurance Level 3/Designated Representative (DR) Certificate
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Each business can have only one Designated Representative.

A person who applies for the General Insurance Level 3 (DR) certificate must meet the following requirements:
  • As part of the management team, have responsibility for management and supervision of the business,
     
  • Have held a Level 2 General insurance agent's certificate for a period of at least 24 months within the previous 36 months,
     
    and
     
  • Have passed the Level 3 Management Examination within the previous 12 months.

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