CAFII EOC Meeting – June 22, 2021 – CAFII Members

CAFII EOC Meeting – June 22, 2021

CAFII EOC Meeting – June 22, 2021 Download

Meeting Agenda

0 CAFII EOC Agenda, June 22, 2021, Draft 4 Download

Meeting Partials

2 (a) CAFII Consultations Submissions Timetable As At June 18, 2021

2 (c) Regulator and Policy Maker Visit Plan Recap, May 22 to June 18, 2021

2 (d) Summary of Board and EOC Action Items as at June 2220 – 2021

2 (e) Board Approved Schedule Of CAFII 2021 Meetings And Events

3 (a) CAFII May 31, 2021 Financials

3 (b) CAFII Forecast – May 31, 2021

4 (a) (i) (1) Public Release Of Research Results Consumers Digitization Preferences

4 (a) (i) (2) News Release Pandemic has Changed the Way Canadians Conduct Financial Transactions – English Final, June 17

4 (b) (i) (1) Video Script For CAFII Motion Graphics Video On Consumers Digitization Preferences Research Results

4 (b) (i) (2) Video Script For CAFII Motion Graphics Video On Job Loss Insurance

4 (c) (i) (1) CISRO Consultation On Principles of Conduct for Intermediaries, News Release

4 (c) (i) (2) CISRO Consultation On Principles of Conduct for Intermediaries Principles Document

5 (a) Norton Roses Development Of Legal Arguments To Oppose AMFs Interpretation On RADM

5 (b) (1)CAFII Submission Of June 7, 2021 Deadline Extension Request Letter To AMF

5 (b) (2) CAFII Submission Of June 7, 2021 Deadline Extension Request Letter To AMF

5 (c) CAFII Outreach To CBA To Encourage It To Become Engaged In AMF Credit Card Embedded Insurance Benefits Issue

5 (d) CAFII Working Group On Industry Alignment Around Compliance With AMF Expectations

5 (e) CAFII Working Group on an FCAC Appropriatness Guideline–Consolidated Running Document Current As At June 14, 2021,

5 (g) Launch Of Saskatchewan Restricted Insurance Agent Advisory Committee

6 (b) Completed Norton Rose Fulbright Corporation Application For CAFII Associate Status

6 (e) Draft Minutes Of May 25, 2021 EOC Meeting, Final

6 (f) Draft Minutes Of June 8, 2021 CAFII Board Meeting, Final

7 (a) New CAFII Associates Secured In 2021

7 (c) CAFIIs Third Insights, Ideas Website Blog Post