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CAFII EOC Meeting – April 27, 2021

CAFII EOC Meeting – April 27, 2021Download

Meeting Agenda

0 CAFII EOC Agenda, April 27, 2021, Draft 3Download

Meeting Partials

2 (a) CAFII Consultations Submissions Timetable As At April 22, 2021
2 (b) Regulatory Update April 2021 Final
2 (c) Regulator and Policy Maker Visit Plan Recap, March 25 to April 22, 2021
2 (d) Summary of Board and EOC Action Items as at April 23, 2021
2 (e) Board Approved CAFII 2021 Schedule Of Meetings And Events
3 (a) CAFII Financial Statements as at March 31, 2021
3 (b) Forecast for CAFII 2021 Fiscal Year as at March 31, 2021
4 (a) (i) Results Report From CAFII 2020-2021 Consumer Research Project With Pollara
4 (e) (i) CAFII Engagement With Glen Padassery, FSRA, Re Preparation For April 28, 2021 Webinar
5 (a) Board Approved Next Step 1 Arising From AMF March 30, 2021 Response Letter, CAFII Working Group On Industry Alignment
5 (b) Board Approved Next Step 2 Arising From AMF March 30, 2021 Response Letter, CAFII Outreach Request To CBA
5 (c) Board Approved Next Step 3 Arising From AMF March 30, 2021 Response Letter, Outreach to Norton Rose
5 (d) Board Approved CAFII Working Group on FCAC Appropriateness Guideline, Draft Terms of Reference
6 (a) CAFII Strategic Plan, Final, Approved By CAFII Board On April 13, 2021
6 (c) Results and Next Steps Arising From CAFII Outreach Re Creating Better Engagement and Succession Pipeline Of Committee Chairs Other Volunteer Leaders
6 (e) Draft Minutes of March 30, 2021 EOC Meeting, Final
6 (f) Draft Minutes of April 13, 2021 CAFII Board Meeting
7 (c) Board Approved Website Blog As Ongoing CAFII Initiative
7 (d) Responses To Two FSRA Questions Arising From CAFII Submission On Proposed UDAP Rule
7 (e) Rationale For CAFII Decision Not To Respond To Two BCFSA Consultations