CAFII EOC Meeting – March 21, 2023 – CAFII Members

CAFII EOC Meeting – March 21, 2023

CAFII EOC Meeting – March 21, 2023 Download

Meeting Agenda

0 CAFII EOC Agenda, March21, 2023, Draft4 Download

Meeting Partials

2(a) CAFII Consultations & Submissions Timetable As At March 17, 2023

2(b) CAFII Submission On FSRA Rule 2022-001 Assessments Fees, Final, February 27, 2023

2(d) Regulator and Policy Maker Visit Plan Recap, February 13 to March 17, 2023

2(f) Board Approved Schedule of CAFII 2023 Meetings and Events

3(a) CAFII 2022 Audited Financial Statements And Independent Auditors Report Thereon

3(b) Update On KPMG Audit Of CAFII 2022 Fiscal Year Financial Statements

3(c) CAFII Financial Statements as at February 28, 23

3(d)1 Forecast For CAFII 2023 Fiscal Year as at February 28, 23

3(d)2 Forecast For CAFII 2023 Fiscal Year as at February 28, 23

4(a)(i)(1) Outcomes Of February 24, 23 CAFII Virtual Meeting With FCNB Re Rule INS-001

4(a)(i)(2) Outcomes Of February 24, 2023 CAFII Virtual Meeting With FCNB Re Questions Around Compliance With Rule INS-001

4(a)(ii)(1) Outcomes Of February 28, 23CAFII Meeting With CCIR, CISROFTCWG

4(a)(ii)(2) Outcomes Of February 28, 23 CAFII Meeting With CCIR, CISROFTCWG

4(b)(i) Insights Gained From March1 ,23 CAFII Quebec, AMF Issues Committee Meeting

4(c)(i) 2023 Statement of Work Proposal From Operatic Agency

5(a) Outcomes Of March 7, 23 CAFII Virtual Meeting With Eric Jacob And Mario Beaudoin, AMF

6(a)(1) CAFII Management Structure Post-2023 — Proposed Options Updated

6(a)(2) Proposed New CAFII Management Structure

6(a)(3) Proposed New CAFII Management Structure

7(a) CAFII Decision Not To Respond To CCIR Consultation

7(b) CAFII Media Release On Chubb Life Joins CAFII As A New Member

7(c) Outcomes Of March 2, 23 Relationship Building Lunch With Canadian Western Bank

7(d) March 23, 23 AMF Virtual Presentation

7(e) March 30 ,23 CAFII Webinar On Mental Health Issues

7(f) April 4, 23 CAFII Reception With Kartik Sakthivel

7(h) May 9, 23 CAFII Annual Members and Associates Luncheon