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

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