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CAFII Board & Annual General Meeting – June 8, 2021

CAFII Board & Annual General Meeting – June 8, 2021Download

Meeting Agenda

0 CAFII Board Meeting Agenda June 8, 2021Download

Meeting Partials

1 (c) Recommendation On Canadian Tire Banks Application For CAFII Initiation Membership
1 (d) Canadian Tire Bank Nominee For Appointment As Its First Director On The CAFII Board
1 (e) CAFII Competition Law Policy
2 (a) Draft Minutes of April 13, 2021 CAFII Board Meeting
2 (b) Draft CAFII Board Meeting Minutes, May 19, 2021
2 (c) Summary of Board and EOC Action Items as at May 20, 2021
2 (d) Regulatory Update, May 2021, Final
2 (e) CAFII Consultations Submissions Timetable As At May 21, 2021
2 (f) Regulator and Policy Maker Visit Plan Recap, April 23 to May 21, 2021
2 (g) Committee Reports Addressing CAFII Priorities
2 (h) Board Approved Schedule Of CAFII 2021 Meetings And Events
3 (a) Results Of Outreach To EOC To Create Succession Pipeline
4 (a) CAFII Financial Statements as at April 30, 2021
4 (b) Forecast For CAFII 2021 Fiscal Year as at April 30, 2021
5 (b) (1) Norton Rose Development Of Legal Arguments
5 (b) (2) Norton Rose Development Of Legal Arguments
5 (c) CAFII Request for Deadline Extension Regarding Credit Card Embedded Insurance Coverages Final
5 (d) CAFII Outreach To CBA To Encourage It To Become Engaged In AMF Credit Card Embedded Insurance Benefits Issue
5 (g) (1) CISRO Consultation On Principles of Conduct for Intermediaries, News Release
5 (g) (2) CISRO Consultation On Principles of Conduct for Intermediaries, Principles Document
5 (h) Launch Of Saskatchewan RI Agent Advisory Committee
5 (i) Insights Gained From June 3, 2021 CAFII Webinar On RIA Regimes In Canada
5 (j) (1) Next Steps Arising From CAFII Consumers Digitization Preferences Research Project, Consumer Facing Results Deck
5 (j) (2) Next Steps Arising From CAFII Research Project Results Report, Media Release
6 (b) CAFII Response To Two FSRA Follow up Questions Arising From Submission On Proposed UDAP Rule Final
6 (c) CAFII Response Submission To David Weir FCNB On Follow up RIA Licensing Regime Question
6 (d) June 9, 2021 CAFII Webinar On The Future Of Travel And Travel Insurance
6 (e) CAFIIs First Insights Idees Website Blog Posts
6 (f) New CAFII Associates Secured and Admitted In 2021