Segregated Funds Working Group

The mandate of this working group is to refresh regulators’ understanding of segregated funds and changes to the products and marketing since the last review and to review the regulation of segregated funds, including an assessment of potential risk of regulatory arbitrage by dually licensed (insurance and mutual funds) insurance agents.

Document Name	Description	Date Published
News Release: Insurance Regulators Release Model Disclosure Document for Segregated Funds	News Release	June 2018
Segregated Funds Working Group Position Paper: Amended Appendix IV	Amended Appendix IV	June 2018
Prototype Client Account Statement	Prototype Client Account Statement	June 2018
Segregated Funds Working Group Position Paper	Segregated Funds Working Group Position Paper	December 2017
Segregated Funds Working Group Issues Paper	Segregated Funds Working Group Issues Paper	May 2016