Suggested exam preparation manuals for the skills evaluated by the Autorité des marchés financiers(amf)
|
|
- Mervin Waters
- 8 years ago
- Views:
Transcription
1 Suggested exam preparation manuals for the skills evaluated by the Autorité des marchés financiers(amf) Summary tables Update Consult the following tables to identify the sets of exam preparation manuals recommended for each of the skills evaluated in the sector or the sector class you have chosen. To order these sets of manuals, please consult the AMF Exam Preparation Manuals online website. For any questions regarding access to professional practice, please contact the Information Centre. Insurance of Persons and Group Insurance of Persons 1 Insurance of Persons Applying the legal concepts and legislation pertaining to insurance of persons and to the activity of a representative in insurance of persons sector A Applying taxation concepts to professional practice - Insurance of persons A Preparing an individual life insurance plan adapted to a, in particular on the basis of an analysis of the client s financial situation and ability to pay the premium Preparing an individual disability insurance plan adapted to a, in particular based on an analysis of the client s financial situation and ability to pay the premium Preparing a segregated funds proposal and an individual financial products plan adapted to a A-301 A-302 A that are currently prescribed are in effect until December 31, After this date, the exam preparation manuals pertaining to insurance of persons and group insurance of persons will no longer be available.
2 Accident and Sickness Insurance Applying legal and legislative concepts pertaining to accident and sickness insurance and to the activity of a representative in the sector class of accident and sickness insurance Preparing an accident and sickness insurance plan adapted to a client's needs, in particular on the basis of an analysis of the client's financial situation and ability to pay the premium A-102 A-305 Group Insurance Plans Sector Class activity of a representative in the sector of group insurance - Group insurance plans Group Annuity Plans Sector Class activity of a representative in the sector of group insurance - Group annuity plans
3 Group Insurance of Persons Full Class activity of a representative in the sector of group insurance Group Annuity Plans Adding a Sector Class Applying legal and legislative concepts pertaining to the group insurance of persons Group annuity plans Group Insurance Plans Adding a Sector Class Applying legal and legislative concepts pertaining to the group insurance of persons Group insurance plans
4 Damage Insurance and Claims Adjustment Personal-lines Damage Insurance Recommend personal property insurance products adapted to the A-411 Commercial-lines Damage Insurance Recommend commercial-lines property and civil liability insurance products adapted to the A-413 Damage Insurance Full Class Recommend personal property insurance products adapted to the A Recommend commercial-lines property and civil liability insurance products adapted to the A-413
5 Personal-lines Claims Adjustment Settle personal property insurance claims based on the client s F-511 Commercial-lines Claims Adjustment Settle commercial-lines property and civil liability insurance claims based on the client s F-513 Claims Adjustment Full Class Settle personal property insurance claims based on the client s F Settle commercial-lines property and civil liability insurance claims based on the client s F-513
PROFESSIONAL LIABILITY INSURANCE
Use this form to: renew your professional liability insurance policy (section 2) amend your professional liability insurance policy (section 3) add a new professional liability insurance policy (section
More informationCategories - Individuals
Categories - Individuals Insurance of persons 1 Accident and sickness insurance Representatives offer individual insurance and annuity products. Examples: life insurance, including segregated funds, accident
More informationPROFESSIONAL LIABILITY INSURANCE CONTRACT DRAFTING GUIDE. Insurers, Firms and Representatives
PROFESSIONAL LIABILITY INSURANCE CONTRACT DRAFTING GUIDE Insurers, Firms and Representatives Legal Deposit Bibliothèque et Archives nationales du Québec, 2008 Legal Deposit Bibliothèque et Archives Canada,
More informationDistribution Guide. Civil Liability Insurance Program from Intact Insurance OFFICIAL INSURER OF THE FCMQ
Distribution Guide Civil Liability Insurance Program from Intact Insurance OFFICIAL INSURER OF THE FCMQ Intact Insurance Company (the Insurer or Intact Insurance ) 2450 Girouard Street West Saint-Hyacinthe
More informationGuide. Rules for business cards and other representations. Complying with your obligations when communicating with clients
Guide Rules for business cards and other representations Complying with your obligations when communicating with clients This guide replaces the guide entitled Rules respecting representations, banners
More informationNon-life insurance* Estonian Financial Supervision Authority, 21 March 2005. (thousand kroons) January 2005. Seesam Kindlustus. If Eesti Kindlustus
Estonian Financial Supervision Authority, 21 March 2005 Non-life * (thousand kroons) January 2005 ETIF** Motor TPL PR 22 943 32 705 5 618 5 592 12 889 3 945 143 83 835 incl membership fee to ETIF PR 644
More informationCREDIT CARD BALANCE INSURANCE PAYMENT OPTIONS
CREDIT CARD BALANCE INSURANCE PAYMENT OPTIONS About Financial Consumer Agency of Canada (FCAC) With educational materials and interactive tools, the Financial Consumer Agency of Canada (FCAC) provides
More informationActuary s Guide to Reporting on Insurers of Persons Policy Liabilities. Senior Direction, Supervision of Insurers and Control of Right to Practice
Actuary s Guide to Reporting on Insurers of Persons Policy Liabilities Senior Direction, Supervision of Insurers and Control of Right to Practice September 2015 Legal deposit - Bibliothèque et Archives
More informationCompetency Profile. Life Insurance Agent
Profile Life Insurance Agent February 2013 Presentation of the competency profile The competency profile presented to you today is the result of consultations held through occupational analysis workshops
More informationGuide to the Insurance Premium Tax Return
1 Guide to the Insurance Premium Tax Return Cette publication existe aussi en français ISBN 978-1-4249-9673-5 Queen s Printer for Ontario, 2009 (1) 0135E (2009/07) 2 General Information Enquiries Telephone
More informationWe Can Help. Resolving Customer Complaints. Where to turn when a problem occurs
We Can Help Resolving Customer Complaints Where to turn when a problem occurs You come first in everything we do. If you have a complaint, we encourage you to let us know and give us the opportunity to
More informationREINSURANCE RISK MANAGEMENT GUIDELINE
REINSURANCE RISK MANAGEMENT GUIDELINE Initial publication: April 2010 Update: July 2013 Table of Contents Preamble... 2 Introduction... 3 Scope... 5 Coming into effect and updating... 6 1. Reinsurance
More informationInsurance Agents Statistics 2013
Insurance Agents Statistics 1. Gross premiums placed % Insurance 14 Reinsurance - 100.0 14 Insurance - Reinsurance - - - 14 100.0 % Insurance 48,699 Risks situated in Malta Reinsurance 34 98.3 48,733 Insurance
More informationProperty and casualty insurance business in Switzerland
Property and casualty insurance business 15 Premium revenue Total premiums Accident insurance* Accident insurance* 2 762 2 821 2 818 Health insurance* (without compulsory basic health insurance) 6 323
More informationAPPLICATION FOR INSURANCE
APPLICATION FOR INSURANCE PROFESSIONAL LIABILITY INSURANCE FOR FINANCIAL AGENCIES & FIRMS THIS IS AN APPLICATION FOR A "CLAIMS MADE" POLICY (Words and expressions, other than in the headings, printed in
More informationlautorite.qc.ca Choosing Travel Insurance
lautorite.qc.ca Choosing Travel Insurance About the AMF? The Autorité des marchés financiers (AMF) is the regulatory and oversight body for Québec s financial industry. Its mission is to protect the public
More informationCanada MCMILLAN. Carol Lyons and Gerald Badali adilorenzo@adl-legal.ca. ADL LEGAL (Quebec) Assunta Di Lorenzo. 1. Insurance intermediation activities
Canada MCMILLAN Carol Lyons and Gerald Badali adilorenzo@adl-legal.ca ADL LEGAL (Quebec) Assunta Di Lorenzo 1. Insurance intermediation activities 1.1 Is the distribution of insurance products (hereinafter
More informationBe it enacted by the General Assembly of the Commonwealth of Kentucky: insurance, performed or products provided in conjunction with:
UNOFFICIAL COPY AS OF 02/16/16 16 REG. SESS. 16 RS HB 335/ AN ACT relating to title insurance. Be it enacted by the General Assembly of the Commonwealth of Kentucky: SECTION 1. A NEW SECTION OF SUBTITLE
More informationNew Wordings of Automobile Insurance Forms Effective February 1 st, 2010
New Wordings of Automobile Insurance Forms Effective February 1 st, 2010 Since 2005, the Groupement des assureurs automobiles has been revising the automobile insurance forms. As the revision has now been
More informationAll about. auto. insurance
All about auto insurance Legal Deposit Bibliothèque et Archives nationales du Québec, 2011 Legal Deposit Library and Archives Canada, 2011 Table of contents Buying auto insurance 4 Who is insured? 4 Who
More informationFISCAL MEASURES TO ENCOURAGE THE CREATION OF NEW FINANCIAL SERVICES CORPORATIONS DE SERVICES FINANCIERS
ORIGINAL TEXT IN FRENCH FISCAL MEASURES TO ENCOURAGE THE CREATION OF NEW FINANCIAL SERVICES CORPORATIONS DE SERVICES FINANCIERS Application for an Annual Certificate regarding a Corporation General Information
More informationAll about. credit information and insurance
All about credit information and insurance Introduction The principle of equity in P&C insurance requires that the premium reflect the insurance risk. Credit scoring is one of the criteria used by P&C
More informationUser Guide. The AMF's File Transfer Service (FTS)
User Guide The AMF's File Transfer Service (FTS) TABLE OF CONTENTS 1 INTENDED USERS... 3 2 SCOPE OF GUIDE... 3 3 BACKGROUND... 3 4 REQUIRED CONFIGURATION... 3 5 CONTACT INFORMATION FOR SUPPORT... 4 6 SECURITY...
More informationInsurance captive companies in Malta Making the complex simple
Deloitte Malta factsheet Tax Insurance captive companies in Malta Making the complex simple viewingmalta.com Malta provides the opportunity for companies to locate their captive insurance business and
More informationEXPLANATORY MEMORANDUM. of 2012 - Minister for Financial Services and Superannuation. Subject - Superannuation Industry (Supervision) Act 1993
EXPLANATORY MEMORANDUM Minute No. of 2012 - Minister for Financial Services and Superannuation Subject - Superannuation Industry (Supervision) Act 1993 Superannuation Industry (Supervision) Amendment Regulation
More informationREQUIREMENTS FOR REGISTERING AN INSURANCE COMPANY UNDER THE INSURANCE ACT 2001
REQUIREMENTS FOR REGISTERING AN INSURANCE COMPANY UNDER THE INSURANCE ACT 2001 The following are some of the conditions, which must be fulfilled in meeting the requirements for registration of an insurance
More informationPENSIONS IN THE NETHERLANDS
PENSIONS IN THE NETHERLANDS 1 INTRODUCTION Dutch pension providers manage around 1,000 billion for Dutch employees and retired people. This capital is an important reason why a small country of 17 million
More informationSubject SA2 Life Insurance Specialist Applications Syllabus
Subject SA2 Life Insurance Specialist Applications Syllabus for the 2015 exams 1 June 2014 Aim The aim of the Life Insurance Specialist Applications subject is to instil in the successful candidates the
More informationCANADA STRATEGIC METALS. (the Corporation ) TRADING AND BLACKOUT POLICY
CANADA STRATEGIC METALS (the Corporation ) TRADING AND BLACKOUT POLICY This Policy provides guidelines to directors, Officers (as defined below), employees and consultants of Canada Strategic Metals (
More informationExplore the Tax Deferred Annuity Concept match the GIC net income
Explore the Tax Deferred Annuity Concept match the GIC net income Appropriate for individuals requiring a cash-flow from non-registered assets Combines a prescribed conventional annuity yielding a guaranteed
More information2. Duties of Lloyd s Spain as Underwriters Fiscal Representative in Spain
market bulletin Ref: Y4840 Title Purpose From Withholding tax obligations in Spain To provide an update to bulletin Y4037 issued on 10 July 2007 regarding the duties of Lloyd s Spain and the impact to
More informationCURRICULUM Life License Qualification Program (LLQP) May 2015
CURRICULUM Life License Qualification Program (LLQP) May 2015 LLQP Presentation of the Curriculum As part of the initiative of the Canadian Insurance Services Regulatory Organizations (CISRO) to harmonize
More informationFast Track Retirement Planning
Fast Track Retirement Planning Course Description & Study Guide We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course
More informationGUIDE RESPECTING THE USE OF GUARANTEE INSTRUMENTS
DRAFT GUIDE RESPECTING THE USE OF GUARANTEE INSTRUMENTS July 2013 Guide respecting the use of guarantee instruments Autorité des marchés financiers Page 1 July 2013 Introduction This guide sets out the
More informationInsurance sector consolidated report profit and loss statement (2008-2009)
21. INSURANCE AND REINSURANCE The Ministry of Economy and Trade is the source of insurance statistics which deal with insurance companies, with the sector consolidated progress, balance sheet and profit
More information5 0 + L I F E I N S U R A N C E. D i s t r i b u t i o n GUIDE. 50+ Life Insurance is an individual insurance product.
5 0 + L I F E I N S U R A N C E D i s t r i b u t i o n GUIDE 50+ Life Insurance is an individual insurance product. 1 Notice issued by the Autorité des marchés financiers The Autorité des marchés financiers
More informationReport on the Application of the Act respecting insurance and the Act respecting trust companies and savings companies
Report on the Application of the Act respecting insurance and the Act respecting trust companies and savings companies march 2013 Report on the Application of the Act respecting insurance and the Act respecting
More informationLIFE INSURANCE CAPITAL FRAMEWORK STANDARD APPROACH
LIFE INSURANCE CAPITAL FRAMEWORK STANDARD APPROACH Table of Contents Introduction... 2 Process... 2 and Methodology... 3 Core Concepts... 3 Total Asset Requirement... 3 Solvency Buffer... 4 Framework Details...
More informationIOPS Member country or territory pension system profile: TRINIDAD AND TOBAGO. Update as of 15 February 2013
IOPS Member country or territory pension system profile: TRINIDAD AND TOBAGO Report 1 issued on September 2011, validated by the Central Bank of Trinidad and Tobago Update as of 15 February 2013 1 This
More informationInformation Folder for the Investors Group Guaranteed Investment Funds
Information Folder for the Investors Group Guaranteed Investment Funds Individual Variable Annuity Policy June 2015 Issued by The guaranteed investment funds described in this Information Folder invest
More informationNew York State Department of Taxation and Finance
CT-33-A/B New York State Department of Taxation and Finance Detail Spreadsheet Attachment to Form CT-33-A Life Insurance Corporation Combined Franchise Tax Return Combined parent corporation name Parent
More informationInsurance module. Trainer s introduction. Learning objectives. After completing the module, learners will be able to:
Insurance module Trainer s introduction Anyone who owns a vehicle in Canada must have some familiarity with the basics of insurance. Other types of insurance are similar in principle, but differ in important
More informationInvestment funds information folder
Investment funds information folder Great-West Life investment plans Investment funds information folder October 2015 This document is not an insurance contract. This information folder is not an insurance
More informationFor Quebec residents:
Savings-Life Insurance is a group insurance product offered for the following types of accounts: Qualifying share (membership share) account Personal chequing account Regular savings account - 1 - For
More informationStudy Guide. for the Life Insurance Exam. License Exam Manual. InsurancePro QBank. (State) Life & Health State Law Supplement
Study Guide for the Life Insurance Exam This resource guide provides you with both a study calendar and information on which sections of the materials you will need to study in preparing for your Life
More informationlautorite.qc.ca Choosing Auto Insurance
lautorite.qc.ca Choosing Auto Insurance About the AMF The Autorité des marchés financiers (AMF) is the regulatory and oversight body for Québec s financial industry. Its mission is to protect the public
More informationDeclaration of wages. Guidance for employers. 27 July 2015 - GD900 V3
Declaration of wages Guidance for employers 27 July 2015 - GD900 V3 Declaration of wages Your accident insurance policy which covers your business for the cost of any work related injuries is renewed every
More informationStudy Guide. for the Health Insurance Exam. License Exam Manual. InsurancePro QBank. (State) Life & Health State Law Supplement
Study Guide for the Health Insurance Exam This guide provides you with both a study calendar and information on which sections of the materials you will need to study in preparing for your Health Insurance
More informationabout our services and costs
about our services and costs V7 28 th July 2015 Kelvin Financial Planning 180 West Regent Street Glasgow G2 4RW 1. The Financial Conduct Authority (FCA) The FCA is the independent watchdog that regulates
More informationInternal policy relating to trading in securities and compliance with French laws and regulations applicable to insider trading.
«In case of a doubt concerning the interpretation of the text please note that the French document will take precedence. Valeo Internal policy relating to trading in securities and compliance with French
More informationChapter 21 - UNFAIR TRADE PRACTICE COMPLAINT REGISTER
Title 210 - NEBRASKA DEPARTMENT OF INSURANCE Chapter 21 - UNFAIR TRADE PRACTICE COMPLAINT REGISTER 001. Authority. This Regulation is promulgated pursuant to the authority granted by Neb.Rev.Stat. 44-1525
More informationA Guide to Managing Personal Risk
A Guide to Managing Personal Risk 1 A Guide to Managing Personal Risk Personal Risk is about more than just the Life Cover/ TPD attached to your super policy which is paid out on the event of your death.
More informationOctober 2015. The Canada Life Assurance Company Information folder ESTATE PROTECTION
The Canada Life Assurance Company Information folder October 2015 The Canada Life Assurance Company is the sole issuer of the individual variable annuity policy described in this information folder. This
More informationLONDON LIFE ESTATE PROTECTION FUNDS POLICY
LONDON LIFE ESTATE PROTECTION FUNDS POLICY INFORMATION FOLDER OCTOBER 2015 London Life Insurance Company. This document is not an insurance contract. This information folder is not an insurance contract.
More informationSUPERIOR COURT THE HONOURABLE CHRISTIANE ALARY, J.S.C., PRESIDING
500 11 039692 104 PAGE: 1 CANADA PROVINCE OF QUÉBEC DISTRICT OF MONTRÉAL No.: 500-11-039692-104 DATE: November 9, 2010 SUPERIOR COURT THE HONOURABLE CHRISTIANE ALARY, J.S.C., PRESIDING AUTORITÉ DES MARCHÉS
More informationMedical Malpractice Insurance General Provisions; Optional Policy Provision Right to Settle
INSURANCE DEPARTMENT OF BANKING AND INSURANCE DIVISION OF INSURANCE Medical Malpractice Insurance General Provisions; Optional Policy Provision Right to Settle Proposed New Rules: N.J.A.C. 11:27-1 and
More informationSTRESS TESTING GUIDELINE
STRESS TESTING GUIDELINE JUIN 2012 Table of Contents Preamble... 2 Introduction... 3 Scope... 5 Coming into effect and updating... 6 1. Stress testing... 7 A. Concept... 7 B. Approaches underlying stress
More informationColorado Division of Workers Compensation FAQs re: Uniform Settlement Agreements ( USAs )
Question #1: Am I permitted to modify the USA to include additional employment-related matters that my client wants resolved at the time a worker s claim for compensation is settled? My client doesn t
More informationFINANCIAL CRIME RISK MANAGEMENT GUIDELINE
c FINANCIAL CRIME RISK MANAGEMENT GUIDELINE November 2011 TABLE OF CONTENTS Preamble... 3 Introduction... 4 Scope... 6 Coming into effect and updating... 7 Financial crime risks... 8 Financial crime risk
More informationS.B. 260 123rd General Assembly (As Introduced)
Jennifer A. Parker Bill Analysis Legislative Service Commission S.B. 260 123rd General Assembly (As Introduced) Sens. Nein, Prentiss, Blessing, Hottinger, Cupp, Brady, DiDonato, Herington, White, Fingerhut
More informationIntroduction. General Policy Statements
Policies and Procedures For Administration of the Health Care Provider Insurance Availability Act Adopted by the Health Care Stabilization Fund Board of Governors Introduction The Kansas Health Care Stabilization
More informationCivil Liability and Other Legislation Amendment Regulation (No. 1) 2013
Queensland Civil Liability and Other Legislation Amendment Regulation (No. 1) 2013 Subordinate Legislation 2013 No. 118 made under the Civil Liability Act 2003 Personal Injuries Proceedings Act 2002 Workers
More informationprotecting Distribution Guide Credit Card Payment Protection Plan Economic option
protecting Distribution Guide Credit Card Payment Protection Plan Economic option 2 PROTECTION Copy of the contract of insurance National Bank Life Insurance Company customer service can send a copy of
More informationFinansinspektionen s Regulatory Code
Finansinspektionen s Regulatory Code This translation is furnished for information purposes only and is not itself a legal document. Finansinspektionen s Regulations and General Guidelines governing standard
More informationSAFETY WELFARE AND BENEFITS
Prepared by the Personnel Management Office. This replaces Administrative Procedure No. A9.740 dated July 1986. February 1986 SAFETY WELFARE AND BENEFITS Page 1 A9.740 TAX DEFERRED ANNUITY PROGRAM (TDA)
More informationLuxembourg. Luxembourg Generally Accepted Accounting Principles (GAAP) and the Luxembourg Law dated December 8, 1994.
Luxembourg International Comparison of Insurance * May 2009 Luxembourg General Insurance Definition Definition of property and casualty insurance company A company operating in the following insurance
More informationEmployee Life and Health Trusts and Health and Welfare Trusts
March 9, 2012 Employee Life and Health Trusts and Health and Welfare Trusts Introduction Employers and Benefit Plan Administrators are faced with a relatively new choice in determining the appropriate
More informationlautorite.qc.ca Choosing Life and Health Insurance
lautorite.qc.ca Choosing Life and Health Insurance About the AMF The Autorité des marchés financiers (AMF) is the regulatory and oversight body for Québec s financial industry. Its mission is to protect
More informationJOINT AGREEMENTS. - Cyclistes Professionnels Associés [Associated Professional Riders], hereinafter referred to as CPA,
(version on 01.01.2013) JOINT AGREEMENTS on the working conditions of riders hired by Professional Continental Teams and UCI ProTeams for the year of registration 2013 and the following. Signatories: -
More informationINCOME TAX ADVANTAGES OF STRUCTURING ATTORNEY FEES IN THIRD PARTY LIABILITY AND WORKER S COMPENSATION SETTLEMENTS
INCOME TAX ADVANTAGES OF STRUCTURING ATTORNEY FEES IN THIRD PARTY LIABILITY AND WORKER S COMPENSATION SETTLEMENTS By John J. Campbell, Esq. Introduction The use of structured settlements to settle third
More informationREGISTERING A CAPTIVE INSURANCE COMPANY IN BRITISH COLUMBIA. The purpose of this bulletin is to provide captive insurance applicants with:
INFORMATION BULLETIN BULLETIN NUMBER: TITLE: LEGISLATION: INS-06-002 REGISTERING A CAPTIVE INSURANCE COMPANY IN BRITISH COLUMBIA INSURANCE (CAPTIVE COMPANY) ACT, INSURANCE (CAPTIVE COMPANY) ACT REGULATION,
More informationQUEBEC AUTOMOBILE INSURANCE POLICY FORM (Q.P.F.) No. 1 Owners Form
QUEBEC AUTOMOBILE INSURANCE POLICY FORM (Q.P.F.) No. 1 Owners Form Q.P.F. No. 1 1 March 1 st, 2014 Registered trademark of Royal Bank of Canada. RBC Insurance is a registered trademark of Royal Bank of
More informationTHE STATE EDUCATION DEPARTMENT Room 475 EBA Office of Educational Management Services Albany, NY 12234 (518) 474-6541
THE STATE EDUCATION DEPARTMENT Room 475 EBA Office of Educational Management Services Albany, NY 12234 (518) 474-6541 Fund Balance - Reservations and Designations The following Reserve Funds are available
More informationQUEBEC AUTOMOBILE INSURANCE POLICY FORM (Q.P.F.) No. 1 Owners Form
QUEBEC AUTOMOBILE INSURANCE POLICY FORM (Q.P.F.) No. 1 Owners Form Q.P.F. No. 1 March 1 st, 2014 Table of contents INTRODUCTION... 3 1. DOCUMENTS INCLUDED IN INSURANCE CONTRACT... 3 2. OBLIGATION TO INFORM
More informationInsurance. Understanding Insurance Basics
Insurance Understanding Insurance Basics About FCAC With educational materials and interactive tools, the Financial Consumer Agency of Canada (FCAC) provides objective information about financial products
More informationFamiliarization Guide. Plain Language Automobile Insurance Policies Q.P.F. No. 1 and Q.P.F. No. 5 So that we understand each other!
Familiarization Guide Plain Language Automobile Insurance Policies and Q.P.F. No. 5 So that we understand each other! The information contained in this guide is up to date as at March 2013. This document
More informationLearning Objectives 26. What Is Insurance? 3. Coverage Concepts 8. Types of Insurance 10. Types of Insurers 11. Introduction 26
Contents u n i t 1 Introduction to Insurance 1 Introduction 2 Learning Objectives 2 What Is Insurance? 3 Risk 4 Coverage Concepts 8 Types of Insurance 10 Types of Insurers 11 Domicile and Authorization
More informationSASKATCHEWAN INFORMATION AND PRIVACY COMMISSIONER REVIEW REPORT 024/2015. Financial and Consumer Affairs Authority
Date: June 17, 2015 SASKATCHEWAN INFORMATION AND PRIVACY COMMISSIONER REVIEW REPORT 024/2015 Financial and Consumer Affairs Authority Summary: The Applicant requested records from Financial and Consumer
More informationDisability insurance. IMPORTANT The borrower must enrol in this insurance to receive disability coverage.
Disability insurance loan insurance READY TO DRIVE LOAN IMPORTANT The borrower must enrol in this insurance to receive disability coverage. Participant s GUIDE Loan Insurance Ready to Drive Loan is a group
More informationPart III. Administrative, Procedural, and Miscellaneous. 26 CFR 601.201: Rulings and determination letters. (Also, Part I, 402; 1.402(a)-1.
Part III. Administrative, Procedural, and Miscellaneous 26 CFR 601.201: Rulings and determination letters. (Also, Part I, 402; 1.402(a)-1.) Rev. Proc. 2004-16 SECTION 1. PURPOSE This revenue procedure
More informationPuerto Rico International Insurance Center Latest Developments and Amendments to the Law
Puerto Rico International Insurance Center Latest Developments and Amendments to the Law Ralph J. Rexach, Partner Erick G. Negrón, Special Counsel Rexach & Picó 787.723.8520 rjrexach@rexachpico.com negron@rexachpico.com
More informationMotor Vehicles (Third Party Insurance) Regulations 2013
Version: 1.7.2013 South Australia Motor Vehicles (Third Party Insurance) Regulations 2013 under the Motor Vehicles Act 1959 Contents 1 Short title 2 Commencement 3 Interpretation 4 Claim for compensation
More informationACCIDENT AND SICKNESS INSURANCE
COMBINED INSURANCE COMPANY OF AMERICA ACCIDENT AND SICKNESS INSURANCE THE IMPORTANCE OF STATUTORY CONDITIONS Continuing Education on the web (10/2006) BACKGROUND All Accident & Sickness policies sold by
More informationINSURANCE CODE TITLE 10. PROPERTY AND CASUALTY INSURANCE SUBTITLE C. AUTOMOBILE INSURANCE CHAPTER 1952
INSURANCE CODE TITLE 10. PROPERTY AND CASUALTY INSURANCE SUBTITLE C. AUTOMOBILE INSURANCE CHAPTER 1952. POLICY PROVISIONS AND FORMS FOR AUTOMOBILE INSURANCE (SELECTED SECTIONS) SUBCHAPTER C. UNINSURED
More informationEDUCATIONAL NOTE VALUATION OF POLICY LIABILITIES P&C INSURANCE CONSIDERATIONS REGARDING CLAIM LIABILITIES AND PREMIUM LIABILITIES
EDUCATIONAL NOTE Educational notes do not constitute standards of practice. They are intended to assist actuaries in applying standards of practice in specific matters. Responsibility for the manner of
More informationProtection Solutions. This is all about. Insured Annuities. with Standard Life
Protection Solutions This is all about Insured Annuities with Standard Life Hello. What is an Insured Annuity? The insured annuity uses two products: a prescribed annuity and life insurance. The prescribed
More informationCANADA REVENUE AGENCY. INTERPRETATION BULLETIN - No: IT-85R2
CANADA REVENUE AGENCY INTERPRETATION BULLETIN - No: IT-85R2 DATE: July 31, 1986 SUBJECT: INCOME TAX ACT Health and Welfare Trusts for Employees REFERENCE: Paragraph 6(1)(a) and section 104 (also subsections
More informationINCOME TAX INSURANCE PERSONAL SICKNESS AND ACCIDENT INSURANCE TAKEN OUT BY EMPLOYER FOR THE BENEFIT OF AN EMPLOYEE
QUESTION WE VE BEEN ASKED QB 15/10 INCOME TAX INSURANCE PERSONAL SICKNESS AND ACCIDENT INSURANCE TAKEN OUT BY EMPLOYER FOR THE BENEFIT OF AN EMPLOYEE All legislative references are to the Income Tax Act
More informationDisability Income Insurance
The Northwestern Mutual Life Insurance Company (Northwestern Mutual), Milwaukee, WI Disability Income Insurance Presentation for the Medical Society of Northern Virginia Medical Occupation Definition Robert
More informationBe it enacted by the General Assembly of the Commonwealth of Kentucky: Section 1. KRS 304.3-400 is amended to read as follows:
AN ACT relating to insurance. Be it enacted by the General Assembly of the Commonwealth of Kentucky: Section 1. KRS 304.3-400 is amended to read as follows: As used in KRS 304.3-400 to 304.3-430, unless
More informationLife Insurance Endorsements - Basic Benefit and Disability
A-301 1 st Edition, 2008 (Updated: December 2012) Chapter 3 General Clauses of a Contract 107 3.4. Benefits and endorsements 3.4.1. Basic benefit In simple terms, the basic benefit means the insured risk.
More informationStructuring Your Settlement. A guide to Structured Settlements in Canada
Structuring Your Settlement A guide to Structured Settlements in Canada Our mission statement: To provide knowledge and creativity in assisting the Insurance and Legal industries with our experienced,
More informationNORTHERN NEW ENGLAND BENEFIT TRUST LIFE INSURANCE ACCIDENTAL DEATH & DISMEMBERMENT INSURANCE
NORTHERN NEW ENGLAND BENEFIT TRUST LIFE INSURANCE ACCIDENTAL DEATH & DISMEMBERMENT INSURANCE LIFE INSURANCE ACCIDENTAL DEATH AND DISMEMBERMENT INTRODUCTION Life Insurance and Accidental Death & Dismemberment
More informationCURRICULUM Life License Qualification Program. October 2013
CURRICULUM Life License Qualification Program October 2013 LLQP Presentation of the Curriculum As part of the harmonization of the Canadian life insurance qualification process (including group insurance),
More informationProposals for Reform of Civil Litigation Funding and Costs in England and Wales
Proposals for Reform of Civil Litigation Funding and Costs in England and Wales Consultation Paper Response of JUSTICE February 2011 Q 1 Do you agree that CFA success fees should no longer be recoverable
More informationPolicy Title OTHER INSURANCE Guide Adopted AUGUST 21, 1989
Policy No. 813 KEYSTONE OAKS SCHOOL DISTRICT Section OPERATIONS Policy Title Guide Adopted AUGUST 21, 1989 Revised MARCH 19, 2001 POLICY NO. 813 1. Purpose Proper School District operation requires that
More informationCayman Islands Insurance Companies
Cayman Islands Insurance Companies Foreword This memorandum has been prepared for the assistance of those who are considering the formation of an insurance company in the Cayman Islands. It deals in broad
More informationThe Quebec Voluntary Retirement Savings Plan (VRSP) An overview of the newly announced workplace retirement savings plan
The Quebec Voluntary Retirement Savings Plan (VRSP) An overview of the newly announced workplace retirement savings plan Use this summary of Quebec s recently-introduced Voluntary Retirement Savings Plan
More information