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CAFII EOC Meeting – May 25, 2021

CAFII EOC Meeting – May 25, 2021Download

Meeting Agenda

0 CAFII EOC Agenda, May 25, 2021, Draft 3Download

Meeting Partials

2 (a) CAFII Consultations & Submissions Timetable As At May 21, 2021
2 (b) Regulatory Update, May 2021, Final
2 (c) Regulator and Policy Maker Visit Plan Recap, April 23 to May 21, 2021
2 (d) Summary of Board and EOC Action Items as at May 20, 2021
2 (e) Board Approved Schedule Of CAFII 2021 Meetings And Events
3 (a) CAFII Financial Statements as at April 30, 2021
3 (b) Forecast For CAFII 2021 Fiscal Year as at April 30, 2021
4 (a) (i) (1) Next Steps Arising From CAFII Consumers Digitization Preferences Research Project, Consumer Facing Results Deck
4 (a) (i) (2) Next Steps Arising From CAFII Consumers Digitization Preferences Research Project Results Report, Media Release
4 (e) (i) June 3, 2021 CAFII Webinar On RIA Licensing Regimes In Canada
4 (e) (ii) June 9, 2021 CAFII Webinar On The Future Of Travel And Travel Insurance
5 (a) (1) CAFII Board Decision On Legal Arguments, Opinion To Challenge AMF On RADMs Applicability To Credit Card Embedded Insurance Benefits
5 (a) (2) CAFII Norton Rose Email Correspondence Around NRFC Legal Services Proposal CAFII Next Step
5 (a) (3) CAFII Board Decision On Legal Arguments, Opinion To Oppose AMF
5 (b) CAFII Request for Deadline Extension Regarding Credit Card Embedded Insurance Coverages Draft 8
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 AMFs Expectations Re RADM and Credit Card Insurance Benefits
5 (e) CAFII Working Group On Industry Alignment Re Interpretation Of FCACs Appropriateness Guideline Industry Compliance
6 (a) AGM Package 2021
6 (c) Application Review and Admission Of Norton Rose As New CAFII Associate
6 (d) New CAFII Initiation Member, Canadian Tire Bank
6 (e) Minutes, April 27, 2021 EOC Meeting, Final
6 (f) Draft Minutes Of May 19, 2021 CAFII Board Special Purpose Meeting
7 (b) CAFIIs First Insights, Idees Website Blog Posts
7 (c) CAFII Response To FSRA Follow up Questions Arising From Submission On Proposed UDAP Rule, Final, May 4, 2021
7 (d) CAFII Response Submission To David Weir, FCNB, On Follow up RIA Licensing Regime Question