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CAFII EOC Meeting – September 19, 2024

CAFII EOC Meeting – September 19, 2024Download

Meeting Agenda

00 – EOC Meeting Agenda – Sept 2024Download

Meeting Partials

1b – Land Acknowledgement – BMO
2a Consultations Submissions Timetable As At September 12 2024 FINAL
2b June 2024 Regulatory Update – FINAL
2b July & August 2024 Regulatory Update
2c CAFII Regulator Visits and Communications Recap – July to September 2024 FINAL
2d Summary of Board and EOC Action Items As At September 19, 2024,Final, – Summary Action Items
2e – Board-Approved CAFII 2024 Schedule of Meetings and Events
2f Schedule of CAFII 2025 Meetings and Events
3a (1) CAFII Financial Statements as at August 31, 2024
3a (2) CAFII Financial Statements as at August 31, 2024
3a (3) CAFII Financial Statements as at August 31, 2024
3b CAFII Forecast as at August 31, 2024
3c Critical Path for Development and Approval of 2025 CAFII Operating Budget v3
4ai CAFII Submission to the Department of Finance on Proposed Amendments to the Criminal Code FINAL
4ci (1) CAFII RFP Front-End Website, Videos, Back-End Website June 2024 FINAL
4ci (2) FSI-CAFII-MEMBERS-WEBSITE
4ci (3) FSI-CAFII-WEBSITE-SEO
4ci (4) Keywest Quote for The Canadian Association of Financial Institutions in Insurance (Animations) August 2 2024
4cii CAFII – Media Plan September 2024
4ciii (1) Exploring Mortgage Insurance – A Hidden Opportunity (EOC)
4ciii (2) CPI A Safety Net for Canadian Homeowners on a Budget 2 (EOC)
4ciii (3) The Future of Insurance in Canada – Powered by Technology and Consumer Choice (EOC)
4ciii (4) Op-Ed – LIMRA Research (EOC)
4civ (1) CAFII Video 2 – Cdn Homeowner Insurance
4civ (2) CAFII Video – Role of CPI
4di CAFII Research with Deloitte on Technology Trends and AI
6a Update on Hiring Operations Manager
6b Expense Imbursement Policy 201412 Draftv3
6c (1) CAFII Strategic Plan July 16 2024 EOC Meeting Revised Version July 16 2024
6c (2) CAFII Strategic Plan July 16 2024 EOC Meeting Revised Version July 16 2024 CLEAN UPDATED UPDATED
7(a)-Summary of CLHIA Conference Complaints and Compliance May 22-24 2024 FINAL
7(b) (1) CCIR Releases Report on the Fair Treatment of Customers by Canadian Insurers
7(b) (2) CCIR Report and PowerPoint on the Fair Treatment of Customers – CAFII Summary
7(c) Summary of Meeting between Mario Beaudoin and Keith Martin July 24 2024 (1)
7(f)-Meeting with BCFSA on August 9, 2024, on Draft Extra-provincial Incident Reporting
7(g) (1) CAFII Comments on FCAC Consultation on Complaints Handling Processes for Insurance Companies – February 2 2024 FINAL
7(g) (2) FCAC Consultation – Proposed Guideline on Complaint-Handling Procedures for Trust and Loan Companies and Insurance Companies
7(g) (3) CAFII Note to Members about FCAC Pausing Guidleie on Complaints-Handling Procedures
7e Letter to Insurance Council of BC on Restricted Agency Performance Requirements Framework FINAL
7h (1) CAFII Communication with BCFSA on Adjustors
7h (2) Update Note on Initiative from BCFSA around Life Insurance Adjusters
7i – Finalizing the Spousal Coverage File with AMF, With a Three-Year Extension Provided for teh Cnacellation of Coverage
7j Quebec Bill 68 – Monitoring by CAFII
7k (1) CAFII Meeting with Hugo Lacroix and Colleagues July 25 2024 Summary of Meeting FINAL
7k (2) CAFII Meeting with Hugo Lacroix Questions from CAFII FINAL