Segregated Funds – Canada

2022 07 - CCIR - Comments - Discussion Paper on Upfront Compensation in Segregated Funds - 133p

2022 - FSRA - [2022-007] - Comments - Consultation on Proposed Principles of Conduct for Insurance Intermediaries --- [BonkNote] --- - [Binder-22p] --- [link]
CLHIA - [2022-007] - Justin Glinski - 3p
- Appendix B - The following are examples about which we have questions and concerns:
  - “An insurance agent misrepresenting a life insurance contract for a retirement savings vehicle” – There are life insurance contracts that are retirement savings vehicles. For example, segregated funds are designed as a savings tool and are life insurance contracts. The guidance might be referring to permanent life insurance products that have an investment component or that can be borrowed against. We ask that this example be made more product specific or removed.