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CAFII Board Meeting – October 5, 2021

CAFII Board Meeting – October 5, 2021Download

Meeting Agenda

1 (b) CAFII Board Meeting Agenda October 5, 2021Download

Meeting Partials

1 (c) Appointment Of A New CAFII Director
2 (a) Draft CAFII Board Meeting Minutes June 8, 2021
2 (b) Draft Special Purpose Board Meeting Minutes June 29, 2021
2 (c) Summary of Board & EOC Action Items
2 (d) Regulatory Update September 2021
2 (e) CAFII Consultations Submissions Timetable As At September 10, 2021
2 (f) Regulator and Policy Maker Visit Plan Recap July 20 to September 10, 2021
2 (g) Board Approved Schedule Of CAFII 2021 Meetings And Events
4 (a) CAFII Financials as at August 31, 2021
4 (b) CAFII Forecast as at August 31, 2021
4 (c) Critical Path for Development of 2022 CAFII Operating Budget
5 (a) (i) CAFII Follow-up Thank You Letter To AMF To Confirm Fact Sheet and Notice of Rescission Outcome
5 (b) Preparation For October 14, 2021 Industry Issues Dialogue With AMF Staff Executives
5 (d) Implications For CAFII Of Just Released Regulations On FCPF Aspects Of Bill C86
5 (f) CAFII Commissioned Thought Leadership Paper By Deloitte Canada
6 (a) Insights Gained From Sept 10, 2021 CAFII Meeting With Eric Jacob, AMF
6 (b) (1) AMF Consultation On AMF Consultation On Draft Regulation Respecting Complaint Processing and Dispute Resolution
6 (b) (2) AMF Consultation On AMF Consulation On Draft Regulation Respecting Complaint Processing and Dispute Resolution
6 (c) Summary Of Options For CAFII Education, Certification Program,
6 (d) July 9, 2021 CAFII Submission To CISRO On Draft Principles Of Conduct For Intermediaries
6 (e) August 11, 2021 CAFII Submission On Revised FSRA Proposed UDAP Rule
6 (f) September 22, 2021 CAFII Submission On CCIR CISRO Draft Incentive Management Guidance
6 (g) September 24, 2021 CAFII Submission To FSRA On Proposed Approach Guidance
6 (h) Development Of Two New CAFII Motion Graphics Website Videos
6 (i) CAFII 2021 Virtual Annual Members and Associates Luncheon On November 9, 2021
6 (j) September 29, 2021 CAFII Webinar On Climate Change
6 (k) CAFII Webinars Planned For October and November 2021
7 (a) Members’ Contributions to CAFII’s Advancement through Contribution of Volunteer Resources