THE FINANCIAL ADVISORS ASSOCIATION OF CANADA/L'ASSOCIATION DES CONSEILLERS EN FINANCE DU CANADA
Registration:
3
of
6
(1999-02-19
to
1999-10-13)
Subject Matter: Retrospective:
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1. CONTINUED REPRESENTATION AND BRIEFING MEMORANDA TO HOUSE OF COMMONS FINANCE COMMITTEE AND FINANCE DEPARTMENT COVERING ENHANCED CONSUMER PROTECTION RULES, PRIVACY AND IN RESPECT OF THE ISSUE OF RETAILING OF INSURANCE BY DEPOSIT TAKERS AND RELATED FINANCIAL INSTITUTIONS MATTERS WHICH MAY BE ADDRESSED IN THE FORM OF A WHITE PAPER AND/OR LEGISLATION AS THE GOVERNMENT RESPONDS TO THE MACKAY REPORT.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.
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Subject Matter: Prospective:
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1. THROUGH CAIFA'S AFFILIATED ORGANIZATION, THE CONFERENCE FOR ADVANCED LIFE UNDERWRITING (CALU), INITIATE AND ENCOURAGE DISCUSSION WITH REVENUE CANADA AND THE DEPARTMENT OF FINANCE IN CONNECTION WITH LEVELLING THE PLAYING FIELD BETWEEN PRIVATE FOUNDATIONS AND PUBLIC FOUNDATIONS AS TO TAX TREATMENT.2. THROUGH CAIFA'S AFFILIATE, CALU, AND ITS RETIREMENT INCOME COALITION, ADVOCATE AND MAKE REPRESENTAITON TO THE FINANCE DEPARTMENT IN CONNECTION WITH INTRODUCING TO CANADA U.S. ROTH STYLE INDIVIDUAL RETIREMENT ACCOUNTS AND MAKE ADDITIONAL REPRESENTATION CONCERNING THOSE ITEMS AS DEFINED IN SEPTEMBER 1997 FINANCE PRESS RELEASE CONCERNING NEXT STEPS IN RESPECT TO CPP REFORM.3. CONTINUED MONITORING AND/OR REPRESENTATION TO FINANCE/OSFI IN CONNECTION WITH LEGISLATION AND REGULATIONS PURSUANT TO NEW DEMUTUALIZATION LEGISLATION GOVERNING ITS CONVERSION OF MUTUAL INSURANCE COMPANY TO A PUBLICLY TRADED STOCK COMPANY.4. REPRESENTATION AND ONGOING DISCUSSIONS FROM MID JANUARY 1999 WITH THE DEPARTMENT OF FINANCE, TAXATION BRANCH IN CONNECTION WITH THE TAX TREATMENT OF PERMANENT LIFE INSURANCE AND THE POSSIBLE MODIFICATION TO THE EXCEPTION TEST.5. 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.6. REPRESENTATION TO INDUSTRY CANADA CONCERNING LEGAL STATUS OF CORPORATION'S NAME SELECTION AND CURRENT CHALLENGE AS TO OWNERSHIP OF NAME.
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