Clhia policyholder tax manual






















These Guidelines were approved by the CLHIA Board of Directors on June 5, 6. The Committee on Group Insurance has instituted an Advisory Panel whose mandate is to "Group Policyholder" means an entity which makes a contract of group insurance with an insurer in. Tax Officers Conference Release Date: 01/08/ Staff Reference: Harpreet Roopra; Judith Munn Tax Officers Conference September Omni Mont Royal Montreal, Quebec This conference brings together senior executives from the Canadian life and health insurance industry to examine the impact of taxation on the insurance business. Established in , CLHIA is a voluntary non-profit association with member companies accounting for 99 per cent of Canada’s life and health insurance business.


Tax Officers Conference Release Date: 01/08/ Staff Reference: Harpreet Roopra; Judith Munn Tax Officers Conference September Omni Mont Royal Montreal, Quebec This conference brings together senior executives from the Canadian life and health insurance industry to examine the impact of taxation on the insurance business. Certificate or booklet and distribution of certificates by the policyholder • Enrolment process and coverage of dependents • Laws applicable to member (residence) • Term of group insurance contract - Renewal of master policy - Termination of master policy - Conversion rights upon end of life insurance protection (CLHIA Guideline G3). The following excerpt from the CLHIA guidance manual to combat money laundering and terrorist financing is a list of general indicators that might lead a life insurance agent or broker to suspect that a transaction or attempted transaction is related to a money laundering or terrorist activity.


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