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CAFII EOC Meeting – March 25, 2025

CAFII EOC Meeting – March 25, 2025Download

Meeting Agenda

EOC Meeting Agenda – March 25, 2025Download

Meeting Partials

1b – Welcome to New EOC Member Kiran Thakkar, Canada Life
1c – Draft Minutes of February 25, 2025 EOC Meeting
2a – Consultations Submissions Timetable As At March 18 2025
2b – CAFII Regulator Visits and Communications Recap – February 19 to March 18, 2025
2c – Summary of Board and EOC Action Items as at March 25 2025
2e (1 of 2) – 2025 CAFII Annual Members and Associates Luncheon Background Information
2e (2 of 2) – List of CAFII Member Company Primary Contacts for Specifying Invitees to May 22nd, 2025 CAFII Annual Members and Associates Luncheon
3a (1 of 3) – CAFII Financial Statements as at February 28, 2025 – Statement of Operations
3a (2 of 3) – CAFII Financial Statements as at February 28, 2025 – Balance Sheet
3a (3 of 3) – CAFII Financial Statements as at February 28, 2025 – Membership Dues
3b – CAFII FY 2024 Audited Financial Statements and Independent Auditor’s Report Thereon
3c (1 of 2) – Operating Budget 2026 Options for Dues Increases
3c (2 of 2) – Operating Budget 2026 Options for Dues Increases
4bi (1 of 3) – Intention of the Insurance Council of BC to have an Accreditation of Courses and Training for Performance Indicators
4bi (2 of 3) – Intention of the Insurance Council of BC to have an Accreditation of Courses and Training for Performance Indicators
4bi (3 of 3) – Intention of the Insurance Council of BC to have an Accreditation of Courses and Training for Performance Indicators
5a (1 of 2) – Feedback on March 17, 2025 Meetings in Ottawa with FCAC and the Federal Department of Finance
5a (2 of 2) – Feedback on March 17, 2025 Meetings in Ottawa with FCAC and the Federal Department of Finance
5b (1 of 2) – Plans for Visits to Atlantic Canada and Western Canada – NB and PEI Regulatory Tour Itinerary 2025
5b (2 of 2) – Plans for Visits to Atlantic Canada and Western Canada – NS and NFL Regulatory Tour 2025
6a – Reminder of Competition Law Obligation for CAFII Members
7a – Launch of the New CAFII Intranet
7b – Publication of New CAFII Video on LIMRA Research and CPI
7c – Final Public-Release Report from Deloitte on Exploring Emerging Technology Trends in CPI
7d – Final Internal-Only Word Report from Deloitte on Exploring Emerging Technology Trends in CPI—NOT FOR EXTERNAL RELEASE
7e – Summary of a Consultation Feedback Document on Information Security Incident Reporting from BCFSA