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CAFII EOC Meeting – March 26, 2024

CAFII EOC Meeting – March 26, 2024Download

Meeting Agenda

00 – EOC Meeting Agenda – Mar 2024Download

Meeting Partials

2 a – Consultations Submissions Timetable As At February 16, 2024
2 c – CAFII Regulator Visits and Communications Recap March 2024 FINAL
2 d – Summary of Board and EOC Action Items As At February 20, 2024
2 e – Board Approved Schedule of CAFII 2024 Meetings and Events
2 f (1) – Annual Members and Associates Luncheon Background Information
2 f (2) – CAFII Associates Members – Primary Contacts (2023)
3 a 1 – CAFII Financial Statements as at Feb 27 2024
3 b (1) – KPMG Audit
4 a 1 DEI Committee Written Update
4 a i 2 – Board Support for DEI Committee
4 c i 2 – CAFII letter on Spousal Coverage March 2024 FINAL (1)
4 c i 3 – AMF Email from Veronique – BIL
4 c ii 1 – 2022dec08-r-traitement-plaintes-secteur-financier-cons-en
4 c ii 3 – CAFII Submission to AMF on Complaints and Dispute Resolution 2023
4 d i 1 – CAFII & LIMRA RESEARCH – MEDIA COVERAGE
6 a 2 – Canadian Western Bank — Recommendation from the Nominating Committee (2024) – Copy
6 b CAFII – Associate Application Form from Fasken
6 c 1 – EOC Minutes February 27 2024 – FINAL
7 a – CAFII Submission Vulnerable Consumers March 2024
7 b – CAFII Comments on FCNB Consultation on Rule INS-001 FINAL
7 c – CAFII Summary Notes K. Martin & M. Beaudoin