1. REPRESENTATION AND ONGOING CONSULTATION WITH THE DEPARTMENT OF FINANCE CONCERNING THE UPDATE AND MODERNIZATION OF THE TAX-EXEMPT STATUS OF LIFE INSURANCE, PARTICULARLY AS IT CONCERNS UNIVERSAL LIFE POLICIES, CRITICAL ILLNESS INSURANCE AND DISABILITY POLICIES.2. FURTHER REPRESENTATION TO FINANCE DEPARTMENT AND MINISTER IN RESPECT OF THE 1999 BUDGET IN RESPECT TO SUCH MATTERS AS INCREASING THE RRSP LIMITS, INCREASING THE CAP IN RESPECT OF THE FOREIGN PROPERTY RULES AND TAXPAYER MIGRATION RULES.
Objets poursuivis : Renseignements prospectifs :
1. TOGETHER, JOINTLY WITH CAIFA'S AFFILIATED ORGANIZATION, THE CONFERENCE FOR ADVANCED LIFE UNDERWRITING (CALU), MAKE A PRE BUDGET SUBMISSION IN RESPECT TO YEAR 2000 FEDERAL BUDGET IN RESPECT OF SUCH MATTERS AS THE FOREIGN PROPERTY RULE, INCREASING RRSP LIMITS, TAX REDUCTIONS, TAXPAYER MIGRATION RULES AND THE INTRODUCTION OF NEW INSTRUMENTS FOR CHARITABLE GIVING PRUPOSES IN THE FORM OF CHARITABLE REMAINDER TRUSTS.2. RESPOND TO PROPOSED LEGISLATION ARISING FROM THE 2000-01 BUDGET.3. POSSIBLE REPRESENTATION TO HUMAN RESOURCES DEVELOPMENT CANADA AND INDUSTRY CANADA IN CONNECTION WITH CAIFA START-UP OF QUALIFIED ADVISOR PROGRAM AS TO SUBSIDY OR GRANT ORIGINATION.4. REPRESENTATION TO INDUSTRY CANADA CONCERNING LEGAL STATUS OF CORPORATION'S NAME SELECTION AND CURRENT CHALLENGE AS TO OWNERSHIP OF NAME AND PREPARE LEGISLATION FOR INTRODUCTION OF PRIVATE BILL TO BE INTRODUCED IN THE SENATE OF CANADA.5. PARTICIPATE IN PROPOSED HEARINGS AND MAKE REPRESENTATION TO MEMBERS OF PARLIAMENT, RELEVANT MINISTERS AND DEPARTMENT OF FINANCE IN RESPECT OF ANTICIPATED LEGISLATION IN CONNECTION WITH JUNE 1999 WHITE PAPER ON NEW FINANCIAL SERVICES FRAMEWORK.6. HOLD DISCUSSIONS OR CONSULTATIONS AS REQUIRED WITH OSFI, CONSUMER OFFICE OF INDUSTRY TRADE AND COMMERCE IN CONNECTION WITH SURVEY AND POSSIBLE LEGISLATIVE CHANGES IN CONNECTION WITH VANISHING PREMIUMS AND GUARANTEED VALUES IN CERTAIN LIFE INSURANCE POLICIES