Fair Treatment of Customers Working Group

• Identify, monitor, assess and report on regulatory developments related to the fair treatment of customers, including disclosures and transparency, incentives management, client relationships from around the world and across financial services industries;
• develop recommendations regarding the appropriateness and potential application of these regulatory developments in the regulation of insurance in Canada; and
• develop guidance for industry participants regarding the expectations of CCIR members as they relate to the fair treatment of customers, including disclosures and transparency, incentives management, client relationships and other topics that may arise.

Document Name	Description	Date Published
New Release: CCIR Releases Report on the Fair Treatment of Customers by Canadian Insurers	CCIR Releases Report on the Fair Treatment of Customers by Canadian Insurers	June 2024
Governance and Business Culture in terms of Fair Treatment of Customers CCIR Report	Governance and Business Culture in terms of Fair Treatment of Customers CCIR Report	June 2024
Questions and Answers (Q&A) – CCIR and CISRO Incentive Management Guidance (IMG)	Questions and Answers (Q&A) – CCIR and CISRO Incentive Management Guidance (IMG)	May 2023
Incentive Management Guidance (IMG) - Stakeholder Public Consultation Submissions	Incentive Management Guidance - Stakeholder Public Consultation Submissions	September 2022
News Release - CCIR and CISRO - Release Proposed Guidance on Incentives Management for Consultation	News Release: CCIR and CISRO Release Proposed Guidance on Incentives Management for Consultation	February 2022
CCIR-CISRO - Incentives Management Guidance (IMG)	CCIR and CISRO Incentive Management Guidance (IMG)	February 2022
News Release: CCIR and CISRO release new guidance on fair treatment of customers for public consultation	News Release	June 2019
News Release: CCIR and CISRO release new guidance on fair treatment of customers	News Release	September 2018
Guidance: Conduct of Insurance Business and Fair Treatment of Customers	Guidance Conduct of insurance business and fair treatment of customers	September 2018
Stakeholder Submissions: Guidance - Conduct of Insurance Business and Fair Treatment of Customers	Stakeholder submissions	July 2018
Guidance: Conduct of Insurance Business and Fair Treatment of Customers	Guidance: Conduct of insurance business and fair treatment of customers	May 2018