My account

Login/out

Register

CAFII Board Meeting – December 7, 2021

CAFII Board Meeting – December 7, 2021Download

Meeting Agenda

0 CAFII Board Meeting Agenda December 7, 2021Download

Meeting Partials

2(a) Draft Minutes Of October 5, 2021 CAFII Board Meeting
2(c) Regulatory Update, November 2021
2(d) CAFII Consultations Submissions Timetable As At November 19, 2021
2(e) Regulator and Policy Maker Visit Plan Recap, October 23 to November 19, 2021
2(f) Board Approved Schedule of CAFII 2022 Meetings and Events
3(a) EOC Recommendation To CAFII Board On Summary Of Options Re CAFII Education, Certification Program, Nov 24, 2021
4(a) CAFII Financials as at October 31, 2021
4(b) CAFII Forecast as at October 31, 2021
4(c) Term Sheet For Renewal Of AMC Services Contract With Managing Matters
4(d) Proposed CAFII 2022 Operating Budget, Draft 3, Reviewed & Endorsed By EOC On Nov 23, 2021
5(a) CAFII Commissioned Deloitte Thought Leadership Paper
5(b) Imminent, Pending CAFII Regulatory Submissions As At November 19, 2021
5(c)(i) Outcomes Of November 10, 2021 CAFII Meeting With Mario Beaudoin & Charlene Boucher, AMF
5(d) AMF Consultation On Draft Regulation On Complaint Processing And Dispute Resolution, CAFII Response Draft 2, Nov 26, 2021
5(h) FCAC Consultation On Proposed Guideline on Appropriate Products and Services
6(a)(1) October 25, 21 CAFII Submission To AMF On Burden Reduction Opportunities, Francais As Submitted
6(a)(2) October 25, 21 CAFII Submission To AMF On Burden Reduction Opportunities, English
6(b) October 29, 21 CAFII Submission To FSRA On FY202223 Statement Of Priorities
6(c) CISRO Survey Of Industry Associations On Understanding Consumer Awareness Strategies
6(d) November 18, 21 CAFII Submission On FSRA Proposed Innovation Framework
6(e) CAFII Relevant Insights Arising From CCIRs Appointment Of Robert Bradley As Its New Chair
6(f) Insights Gained From CAFII 2021 Annual Members and Associates Luncheon
6(g) November 29, 21 CAFII Webinar With Marlena Labieniec, FSRA
6(h) Deferral Of CAFII Webinar On Life Insurers Healthy Lifestyle Incentivization Programs To January 2022
6(i) AMF Consultation On Revised Sound Commercial Practices Guideline
6(j) AMF Consultation On Draft Incentive Management Guideline
6(k) FCAC Consultation On Proposed Guideline On Complaint Handling Procedures
6(l) FCNB Consultation On Proposed Rule INS-001
6(m)(1) OSFI Draft Guideline B13, Consultation Transmittal Letter
6(m)(2) OSFI Draft Guideline B13, Technology and Cyber Risk Management
7(b) Members Volunteer Resources Contributions To CAFII As At November 19, 2021