Search
Search results
Technical Advisory Committee for the Review of Defined Contribution Plans - Terms of Reference
… that provide DC plan administrative services, investment management services and / or sell life annuities. The …
Consultation outcomes - OSFI Guideline Consequential Changes as a Result of IFRS 17
… While CALM valuations will no longer be a driver of asset management under IFRS 17, we do expect insurers to continue using appropriate asset management principles. 2. The appropriateness of the text of …
OSFI releases first Annual Risk Outlook
… taken to address developing risks leads to better risk management outcomes, especially when risks cross traditional … within the financial sector. OSFI approaches risk management in the financial sector in a deliberate, …
OSFI seeks feedback on disclosure of crypto-asset exposures
OSFI seeks feedback on disclosure of crypto-asset exposures Today, the Office of the Superintendent of Financial Institutions (OSFI) launched a consultation on the public disclosure of crypto-asset exposures by federally regulated financial institutions …
Summary of remarks by Assistant Superintendent at Canadian Life and Health Insurance Association event
… Guideline and the final Guideline B-10 on third-party risk management, and more. While we at OSFI are proud of our track …
Scams and fraud
Scams and fraud Investment scam OSFI is aware that some companies are falsely invoking its name or claiming to be OSFI employees, to legitimize their activities. Please be advised that OSFI does not have authority over day-to-day operations of financial …
Annual Filing Process for Pooled Registered Pension Plan Returns
Annual Filing Process for Pooled Registered Pension Plan Returns Guidance Annual filing requirements Pooled registered pension plan All pooled registered pension plan returns that are submitted annually must be filed using the Regulatory Reporting System …
OSFI’s new Guideline E-16 provides enhanced clarity and disclosure for life insurers with participating accounts
OSFI’s new Guideline E-16 provides enhanced clarity and disclosure for life insurers with participating accounts Today, the Office of the Superintendent of Financial Institutions (OSFI) published final Guideline E-16 , which sets out OSFI’s expectations …
OSFI 49 Annual Information Return, OSFI 49A Schedule A - Canada Revenue Agency Information Requirements and the Pension Plan Annual Corporate Certification
OSFI 49 Annual Information Return, OSFI 49A Schedule A - Canada Revenue Agency Information Requirements and the Pension Plan Annual Corporate Certification Guide Annual filing requirements Defined benefit plans Defined contribution plans Introduction The …
Final Instruction Guide – Termination of a Defined Contribution Pension Plan
Final Instruction Guide – Termination of a Defined Contribution Pension Plan Type of Publication: Letter Date: May 5, 2021 To: Administrators of defined contribution pension plans registered or filed for registration under the Pension Benefits Standards …
Acquisition or disposal of assets exceeding 5% of a FI’s assets, to/from a widely held bank or insurance holding company or a subsdiary of the holding company that is related to FI
… analysis of transaction in respect of asset/liability management Administrative Guidance An application under any … authorities: should conform to prudent balance sheet asset management principles may also require an approval of the …
OSFI clarifies expectations around wholesale funding sources such as HISA ETFs
OSFI clarifies expectations around wholesale funding sources such as HISA ETFs The Office of the Superintendent of Financial Institutions (OSFI) is announcing additional clarification related to the liquidity treatment of wholesale funding sources with …
About the Office of the Superintendent of Financial Institutions
… Although OSFI plays an important oversight role, the management, boards of directors and trustees of these … problems or weaknesses are spotted, OSFI works with senior management, boards and pension plan administrators to quickly …
FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee ‑ Meeting Summary, July 27, 2021
… of Canada VC Todd Saulnier Association of Canadian Pension Management VC Zaheed Jiwani Eckler VC David Bartucci, James …
FSRA/OSFI Defined Contribution (DC) Pension Plans Technical Advisory Committee - Meeting Summary, June 15, 2021
… of Canada VC Todd Saulnier Association of Canadian Pension Management VC Zaheed Jiwani Eckler VC Nikita Buffone CRA VC …