BOS CRA Rules

Rules · EXM-F

EXM-F06 — Referral fees between advisors

Unconfirmed — Believed right, never verified against a source. Do not publish from this alone.
**Unconfirmed**

Referral fees between advisors: no CRA source. Closest published analogue is B-105 Example 10, where an intermediary-to-intermediary referral fee was taxable because the referrer's services were predominantly preparatory under (r.3)/(r.4). Do not state a position in a post. Route the client to a GST/HST ruling

Sources

Record

Anchor ID
EXM-F06 (permanent)
Jurisdiction
FED
Section
2.3.2 Financial services
Verified
2026-08-27 — by a person, against the source
Review cycle
legislative