Merchant Tool Kit

Hosting a conference/seminar/event at McGill

Do you need to set-up online registration? Are you ready to collect fees/accept credit card payments?
Read our Knowledge Base article to learn more about what to do before and after an event and how to set up web registration (including online payment) with ConfTool and Cvent (McGill contracted suppliers).


Any unit setting up an operation to receive payments (for goods or services rendered or to receive donations) must be given an approved University MERCHANT account.

Financial Services is the only administrative body entitled to create merchants be it for internet, point of sale, and/or interactive voice response merchants.

For more information, consult the resources in the Merchant Tool Kit below:

The Merchant Policy

PDF icon The Merchant Manual

PCI Data Security (external site)

Protecting against fraud (external site)

PDF icon The Merchant Questionnaire [.pdf]
PRINT, SIGN, SCAN AND SEND the completed questionnaire via banking [at] (email to Banking Services) with a CC to peter.guertin [at] (Please also cc the Fund Financial Manager of the fund indicated in section V. of the form).

PDF icon How to self‐enrol into the PCI Compliance Training 2016 online course [.pdf]

 Sales Tax Assessment Matrix on Domestic Conventions (Conferences, Workshops, Etc)