CAFII EOC Meeting – October 26, 2021 – CAFII Members

CAFII EOC Meeting – October 26, 2021

CAFII EOC Meeting – October 26, 2021 Download

Meeting Agenda

0 CAFII EOC Agenda October 26, 2021 Download

Meeting Partials

1(b)(1) CAFII Board, EOC, and Other Committees Directory

1(b)(2) Members’ Contributions to CAFII’s Advancement through Contribution of Volunteer Resources as at October 20, 2021

2(a) CAFII Consultations & Submissions Timetable As At October 22, 2021

2(b) Regulatory Update 25 October 2021

2(c) September 22, 2021 CAFII Submission On CCIR CISRO Draft Incentive Management Guidance

2(d) September 24, 2021 CAFII Submission To FSRA On Proposed Approach Guidance

2(e) Regulator and Policy Maker Visit Plan Recap September 13 to October 22, 2021

2(f) Summary Of Board & EOC Action Items

2(g) Board Approved Schedule Of CAFII 2021 Meetings And Events

3(a) Financials as at September 30, 2021

3(b) Forecast as at September 30, 2021

3(c) Recommendation On Renewal Of CAFIIs Association Management Services Contract With Managing Matters

3(d) Amended Critical Path for Development and Approval of 2022 CAFII Operating Budget

4(a)(i) CAFII Commissioned Deloitte Canada Thought Leadership Paper

4(c)(i) Implications For CAFII Of CCIRs Cooperative Fair Treatment Of Customers Review,Consolidated Observations Report

4(c)(ii)(1) Consultation On AMF Consultation On Draft Regulation Respecting Complaint Processing and Dispute Resolution

4(c)(ii)(2) Consultation On AMF Consulation On Draft Regulation Respecting Complaint Processing and Dispute Resolution

4(e)(i) Insights Gained From October 25, 2021 CAFII Webinar

5(a) Summary Of Options For CAFII Education Or Certification Program

5(b) CAFII Relevant Insights Arising From CCIRs Appointment Of Robert Bradley As Its New Chair

5(c) Insights Gained From October 14, 2021 CAFII Industry Issues Dialogue With AMF Staff Executives

5(e) Insights Gained From October 4, 2021 Meeting Of FSRA Sectoral Advisory Committee for Life and Health Insurance

5(f)(1) CAFII Working Group Re FCAC Appropriateness Guideline

5(f)(2) CAFII Working Group Re FCAC Appropriateness Guideline

6(a) EOC Minutes – September 14 2021

6(b) CAFII Board Meeting Minutes – October 5 2021

6(c) Board Approved CAFII 2022 Schedule of Meetings and Events

7(a) Possible Topics To Engage With Insurance Lawyers Panel On In November 9, 2021 Annual Members and Associates Luncheon

7(b)(1) September 27, 2021 CAFII Follow up Thank You Letter To AMF To Confirm Fact Sheet & Notice ofRescissionOutcome

7(b)(2) September 27, 2021 CAFII Follow up Thank You Letter To AMF To Confirm Fact Sheet & Notice ofRescissionOutcome

7(c) CAFII Working Group On Industry Alignment Around Compliance With AMFs Expectations

7(f) Draft 1 Of CAFII Submissionon FSRA Proposed 2022-2023 Statement Of Priorities

7(h) Finalization And Utilization Of New Website FAQs and Vignettes, Etc

7(k) CAFII Webinar On Life Insurers Healthy Lifestyle Incentivization Programs