12-Month Lobbying Summary - In-house Corporation

• Subject matter details in previous versions

  Details Regarding the Identified Subject Matter

  Subject matters	Details	Categories
  Subject matters were not required to be associated with subject matter details when this content was submitted	The objectives of lobbying activity are to advocate for affordable and accessible financial services and choice in segregated fund fee structures. These constitute Primerica's interest in discussing the possible impact of regulatory changes on the sale of segregated funds and the consequences on Primerica's clients, agents, and business model. To introduce our business and its role in middle-income Canadians' financial well-being.	Policies or Program, Regulation

  Subject matters in previous versions

  • Budget
  • Consumer Issues
  • Employment and Training
  • Financial Institutions
  • Industry
  • Pensions
  • Small Business
  • Taxation and Finance

Government Institutions

• Finance Canada (FIN)
• Financial Consumer Agency of Canada (FCAC)
• House of Commons
• Office of the Superintendent of Financial Institutions Canada (OSFI)
• Prime Minister's Office (PMO)
• Senate of Canada

Communication techniques

Communication techniques that have been used or are expected to be used in the course of the undertaking:

• Grass-roots communication
• Oral communication
• Written communication

Senior Officers whose lobbying activities represent less than 20% of their Duties

• John Adams, Chief Executive Officer | No public offices held

Senior Officers and Employees whose lobbying activities represent 20% or more of their Duties