FSRA’s Principal Broker Conference takes place on November 23, 2026, with a session on a draft Product Suitability Assessment Form developed through a sector-led initiative involving members of its Technical Advisory Committee for Mortgage Brokering.

The key question is whether the form will help brokerages document why a mortgage recommendation suits the client, rather than simply add another checklist to the file.

For principal brokers, points to watch include how the form will fit into existing supervisory reviews, capture the reasoning behind recommendations, and address private mortgages and borrower exit strategies.

The session should provide more detail on its intended use and development.

Other topics include enforcement, hiring and supervision, AML compliance, and private lending.