Pensions |
Active |
Funding |
PE0006ORG |
The Determination of Whether a Plan is a Closed Plan |
Pensions |
Inactive |
Investments - Pensions |
PE0428ORG |
The Use of Derivatives in Pension Funds, by the Investment Advisory Committee of the Pension Commission of Ontario |
Pensions |
Active |
Family Law |
PE0053ORG |
The Valuation and Division of Pension Assets on Breakdown of a Spousal Relationship on and after January 1, 2012 |
Auto |
Inactive |
Forms - Auto |
AU0068ORG |
Third set of policy change forms |
Pensions |
Active |
Commuted Value |
PE0169ORG |
Timing of Termination Statement |
Auto |
Inactive |
Consumer Protection - Auto |
AU0090ORG |
Tips for Avoiding Tow Truck and Storage Scams |
Pensions |
Inactive |
Miscellaneous |
PE0517ORG |
Tips for Dealing with the PCO |
Pensions |
Inactive |
Locked-in Accounts |
PE0445ORG |
Transfer of Locked-in Funds by Financial Institutions |
Mortgage |
Active |
Non-Qualified Syndicated Mortgages |
MB0041APP |
Transfer of retail non-qualified syndicated mortgage investments (NQSMIs) (excludes transactions with Permitted Clients) to the Ontario Securities Commission (OSC) (transfer effective July 1, 2021) |
Pensions |
Inactive |
Benefits |
PE0369ORG |
Transfer to Locked-in RRSP May Result In Loss Of Rights |
Pensions |
Active |
Commuted Value |
PE0091ORG |
Transfers to a Registered Retirement Savings Plan (RRSP) or to a Registered Retirement Income Fund (RRIF) |
Pensions |
Inactive |
Investments - Pensions |
PE0435ORG |
Transitional Investment Rules |
General Regulatory |
Active |
Administrative Monetary Penalties - Insurance |
GR0011APP |
Transparent Communication of FSRA Enforcement Action |
General Regulatory |
Inactive |
Consumer Protection - General Regulatory |
GR0002ORG |
Treating Financial Services Consumers Fairly Guideline |
General Regulatory |
Inactive |
Consumer Protection - General Regulatory |
GR0001ORG |
Treating Financial Services Consumers Fairly Guideline: Frequently Asked Questions |
Pensions |
Active |
Funding |
PE0007ORG |
Treatment of Excess Contributions |
Pensions |
Inactive |
Funding |
PE0656ORG |
Treatment of Excess Contributions (pre May 21, 2019) |
Pensions |
Inactive |
Locked-in Accounts |
PE0461ORG |
Treatment of Funds By Other Jurisdictions |
Pensions |
Active |
Wind up |
PE0175ORG |
Treatment of Prior Year Credit Balance |
Pensions |
Inactive |
Wind up |
PE0618ORG |
Treatment of Prior Year Credit Balance |
Pensions |
Inactive |
Asset Transfers |
PE0032ORG |
Trust Issues on Pension Plan Asset Transfer1: Checklist |
Pensions |
Inactive |
Asset Transfers |
PE0038ORG |
Trust Issues On Plan Transfer/Merger (Transamerica) |
Pensions |
Inactive |
Family Law |
PE0070ORG |
Tutorials |
Pensions |
Inactive |
Asset Transfers |
PE0128ORG |
Types of Asset Transfers |
Pensions |
Inactive |
Asset Transfers |
PE0351ORG |
Types of Asset Transfers |
Auto |
Inactive |
Consumer Education |
AU0084ORG |
Understanding Automobile Insurance |
General Regulatory |
Active |
Retirement |
PC0048INT |
Understanding Decumulation Products |
Auto |
Inactive |
Consumer Education |
AU0087ORG |
Understanding Insurance for Motorcycles, Snowmobiles, and Other Motorized Vehicles |
Auto |
Active |
OPCF 47 |
AU0075ORG |
Understanding the operation of OPCF 47 - Optional Accident Benefits |
Auto |
Inactive |
Underwriting rules |
AU0102ORG |
Underwriting appendix |
Auto |
Active |
Filing - Auto |
AU0110ORG |
Underwriting technical notes |
Pensions |
Active |
Surplus |
PE0165ORG |
Undistributed Surplus on Full or Partial Wind Up |
Pensions |
Inactive |
Benefits |
PE0366ORG |
Union Membership as Condition for Benefit Improvement |
Pensions |
Active |
Benefits |
PE0262ORG |
Union Membership as Condition for Benefit Improvement |
Pensions |
Inactive |
Filing - Pensions |
PE0344ORG |
Unsigned AIRs |
Auto |
Inactive |
Filing - Auto |
AU0052ORG |
Updated Automobile Insurance Filing Guidelines |
Pensions |
Inactive |
Commuted Value |
PE0612ORG |
Updated CIA Transfer Value Recommendations |
Insurance |
Active |
Capital Testing |
PC0047INT |
Updated Minimum Capital Test Guideline for P&C Insurance Companies and Reciprocals |
Auto |
Active |
Professional Services Guideline |
AU0031ORG |
Updated Professional Services Guideline |
Auto |
Inactive |
Usage Based Pricing |
AU0024ORG |
Usage-Based Automobile Insurance Pricing in Ontario |
Auto |
Inactive |
Usage Based Pricing |
AU0051ORG |
Usage-Based Automobile Insurance Pricing in Ontario (2016) |
Pensions |
Inactive |
Investments - Pensions |
PE0427ORG |
Use of Derivatives Significant Issues for Pension Funds |
General Regulatory |
Active |
Administrative Monetary Penalties - General Regulatory |
GR0012APP |
Use of proceeds from enforcement under regulation “Money retained outside the consolidated revenue fund” Guidance |
Pensions |
Active |
Administration - Pensions |
PE0122ORG |
Use of Superintendent Approved Pension Forms -PBA s. 113.2 |
Pensions |
Active |
Benefits |
PE0277ORG |
Value of a Deferred Pension |
Pensions |
Inactive |
Wind up |
PE0177ORG |
Vesting, Locking In & Growing In on Wind Up |
Pensions |
Inactive |
Administration - Pensions |
PE0125ORG |
Waiver of Biennial Statements for Missing Former and Retired Members |
Pensions |
Active |
Administration - Pensions |
PE0204APP |
Waiver of Biennial Statements for Missing Former and Retired Members |
Pensions |
Inactive |
Locked-in Accounts |
PE0072ORG |
Webcasts |
Pensions |
Inactive |
Family Law |
PE0074ORG |
Webinar on Valuation and Division of Pension Assets on Breakdown of a Spousal Relationship |
Mortgage |
Inactive |
Resources |
MB0036ORG |
Webinar Resources |
Pensions |
Inactive |
Miscellaneous |
PE0073ORG |
Webinars |
Auto |
Inactive |
Brochure |
AU0083ORG |
What to do After an Auto Accident |
HSP |
Inactive |
Licensing - HSP |
HP0025ORG |
What's New in Service Providers |
Pensions |
Active |
Multi-jurisdictional issues |
PE0269ORG |
When and How to Change the Province of Registration for a Multi-jurisdictional Pension Plan |
Pensions |
Active |
Wind up |
PE0282ORG |
Where Employer Sells, Assigns or Disposes the Business or assets for the Business |
Pensions |
Inactive |
Filing - Pensions |
PE0343ORG |
Which AIRs Required at Wind Up |
General Regulatory |
Active |
Whistle-blower |
GR0015APP |
Whistle-blower Guidance |
HSP |
Inactive |
Licensing - HSP |
HP0024ORG |
Will I need a HSP Licence? |
Pensions |
Inactive |
Miscellaneous |
PE0412ORG |
Winter - Spring 1996 Bulletin |
Pensions |
Inactive |
Miscellaneous |
PE0409ORG |
Winter 1995 Bulletin |
Pensions |
Inactive |
Asset Transfers |
PE0235ORG |
Withdrawal of Application for Consent to a Transfer of Assets |
Insurance |
Inactive |
Filing - Insurance |
PC0015ORG |
Year-end Considerations |
Auto |
Inactive |
Financial Literacy |
AU0001ORG |
Your Financial Literacy Portal |
Mortgage |
Inactive |
Mortgage Fraud |
MB0007ORG |
Your responsibilities to prevent mortgage fraud |