Canada - Insurance - Overview

  • Ontario Insurance Act (the "Act") and its regulations.
  • George Dinney
  • Legal Cases
    • Sun Life / Met / Fehr
    • Mosten
  • LLQP
  • MGAs
  • Universal Life Insurance
  • 2008 10 - CCIR - An Approach to Risk-Based Market Conduct Regulation - "The Approach" - Final Report  ---  [BonkNote]  ---  11p
  • 2014 09 - FSCO / FSRA - Report - Life Insurance Product Suitability Report  ---  [BonkNote]  ---  52p
  • 2014 - IMF - Canada - Report on the Observance of Standards and Codes - IMF Country Report No. 14/30 - 67p
  • [  ] - 2018 07 - CCIR - Comments - Fair Treatment of Customers Working Group  ---  [BonkNote]  ---  110p
  • 2021-2022 - CISRO - Principles of Conduct for Intermediaries Working Group - [link]
    • 2022 - CISRO - CISRO Principles of Conduct for Insurance Intermediaries - 3p
    • [  ] - 2021 07 - CISRO - Comments - Principles of Conduct for Intermediaries Working Group - Stakeholder Submissions  ---  [BonkNote]  ---  68p
  • 2022 04 - CCIR-CSRO - Comments - Incentives Management Guidance (IMG)  ---  [BonkNote]  ---  83p
  • [ - ] - 2022 - FSRA - Proposed Principles-Based Regulation Approach Guidance - No. GR0014APP ---  ---  [link]  --- 8p
    • [ X] - 2022 - FSRA - [2022-006] - Comments - Principles-Based Regulation  ---  [BonkNote]  --- [Binder-50p]  ---  [link]
      • Date: Comment Due Date: April 29, 2022
  • [ - ] - 2022 - FSRA - Principles of Conduct for Insurance Intermediaries - No. PC0044INT  ---  [BonkNote]  ---  [link]  ---  21p
      • Appendix B: Examples of conduct contrary to the Principles of Conduct
      • The following is a non-exhaustive list of conduct FSRA has observed that would be considered failures in following the Principles of Conduct.
    • [ X ] - 2022 - FSRA - [2022-007] - Comments - Consultation on Proposed Principles of Conduct for Insurance Intermediaries  ---  [BonkNote]  ---  2xp
  • 2023 1003 - FSRA - Strengthening oversight and accountability of the life insurance sector - [link]
    • As part of FSRA’s enhanced sector supervisory approach, today FSRA is releasing two reports:
      1. 2023 10 - FSRA - Report - Market Conduct: Life and Health Insurance Agents - Life Agent Thematic Examinations: Tiered Recruitment Model MGAs  ---  [BonkNote]  ---  43p
      2. 2023 10 - FSRA - Report - Observed Practices in the Distribution and Sale of Universal Life Insurance  ---  [BonkNote]  ---  15p
  • x - 2023 1121 - FSRA - [2023-015] - Comments - Consultation for Proposed Guidance on Life Insurance Agent & MGA Licensing Suitability  ---  [BonkNote]
  • [  ]  - 2024 0209 - FSRA - Consultation for Proposed Guidance on Life Insurance Agent & MGA Licensing Suitability - BonkNote Comment  ---  [BonkNote]