CAFII EOC Meeting – January 21, 2020 – CAFII Members

CAFII EOC Meeting – January 21, 2020

CAFII EOC Meeting – January 21, 2020 Download

Meeting Agenda

0 CAFII EOC Draft Agenda, January 21, 2020, Final Download

Meeting Partials

2 (a) Regulatory Update

2 (b) CAFII Consultations, Submissions Timetable As At January 16, 2020, Final

2 (c) CAFII Regulatory Meetings From November 1 – December 31, 2019

2 (d) Summary of Board and EOC Action Items as of November 26

2 (e) CAFII Meeting Request Letter To AMF Re Credit Card Embedded Insurance Benefits

3 (a) Draft Minutes Of November 19,2019 EOC Meeting

3 (b) Draft Minutes Of December 3, 2019 CAFII Board Meeting

3(d) Sun Life Financial Completed CAFII Initiation Membership Application For 2020 Submitted December 23, 2019

3(e) Launch Of Working Group To Explore New Lower Dues Category Of CAFII Membership

3(f) Proposed Date and Agenda Items for CAFII Special Purpose Board Teleconference Meeting

4 (a) CAFII December 2019 Financials, Draft

5 (b)(i)(1) CAFII Response Submission To FCNB Consultation On RIA Regime

5 (b)(i)(2) CAFII Response Submission To FCNB Consultation On RIA Regime

5 (b)(ii) Draft Bullet Points For CAFII Response Submission To FSRA Consultation On New Guidance Framework

5 (c)(i) CAFII 2020 Website Enhancements

5 (c)(ii) Opportunity For CAFII Opinion Piece In Canadian Business Quarterly

6 (a) CAFII Requested Early 2020 Meeting With FCAC Staff Executives

6 (a)(i) Engagement of Dog and Pony Studios for Preparation of Professional Calibre Presentation Deck

6 (a)(iii) Engagement of Willis Towers Watson to Provide Key Data Points for CAFII Presentation Deck

6 (b)(1) CAFII Launch Of Quarterly Credit Protection Insurance Benchmarking Study

6 (b)(2) CAFII Launch Of Quarterly Credit Protection Insurance Benchmarking Study

6 (b)(3) CAFII Launch Of Quarterly Credit Protection Insurance Benchmarking Study

6 (b)(4) CAFII Launch Of Quarterly Credit Protection Insurance Benchmarking Study

6 (c) CAFII Credit Protection Insurance Industry Best Practices Working Group Progress Report

6 (d) AMF December 20, 2019 Letter Re Operational Incident Reporting

6 (f) CAFII Views On Why AMFs RADM Should Not Apply To Credit Card Embedded Insurance Benefits, January 13, 2020

6 (g) Proposed Approach and Target Dates For Spring 2020 CAFII Atlantic Canada Regulators Tour