CAFII EOC Meeting – June 28, 2022 – CAFII Members

CAFII EOC Meeting – June 28, 2022

CAFII EOC Meeting – June 28, 2022 Download

Meeting Agenda

0 CAFII EOC Agenda, June 28, 2022 Download

Meeting Partials

1(b) Welcome To New CAFII Treasurer Donald Hinnecke

2(a) CAFII Consultations Submissions Timetable As At June 23, 2022

2(b) CAFII June 2022 Regulatory Update – Final

2(c) Regulator and Policy Maker Visit Plan Recap, May 13 to June 24, 2022

2(d) May 31, 2022 CAFII Submission To FSRA

2(e) Summary of Board & EOC Action Items

2(f) Board Approved Schedule of CAFII 2022 Meetings and Events

3(a) CAFII Financial Statements as at May 31-2022

3(b) Forecast For CAFII 2022 Fiscal Year as at May 31-2022

4(a) Recently Completed Imminent CAFII Regulatory Submissions As At June 23, 2022

4(a)(i) Yukon Online Licensing Portal

4(a)(ii) CISRO Consultation On Improvements To LIRD

4(a)(iii)(1) OSFI Consultation On Updated Guideline B10

4(a)(iii)(2) OSFI Consultation On Updated Guideline B10

4(a)(iii)(3) OSFI Consultation On Updated Guideline B10

4(b)(i) Updated Proposed Guidelines On Members Utilization Of CAFII Videos On Their Own Corporate Websites

4(c)(i)(1) News release Deloitte Report – English Final May 18

4(c)(i)(2) Implementation Of Board Approved Next Steps Re Deloitte Canada Paper

6(b) CAFII EOC Member Survey To Gauge Readiness And Comfort Re Returning

6(c) EOC Minutes 17 May 2022

6(d) June 7 CAFII Board Meeting Minutes

6(f) November 2022 EOC Meeting Date Conflict With 2022 AMF Rendezvous

7(a) Plans For October 5, 2022 CAFII Webinar With Lesli Martin

7(b)(1) NEWS release Peter D Thompson appointment FINAL English

7(b)(2) NEWS release Peter D Thompson appointment FINAL French

7(b)(3) CAFII June 22, 2022 Media Release