Canadian Insurance Services Regulatory Organizations

CCIR-CISRO Fair Treatment of Customers Working Group


The objective of this Working Group is to:

• Identify, monitor, assess and report on regulatory developments related to the fair treatment of customers, including disclosures and transparency, incentives management, client relationships from around the world and across financial services industries;
• develop recommendations regarding the appropriateness and potential application of these regulatory developments in the regulation of insurance in Canada; and
• develop guidance for industry participants regarding the expectations of CCIR and CISRO members as they relate to the fair treatment of customers, including disclosures and transparency, incentives management, client relationships and other topics that may arise.

Document Name Description Date Published
PDF icon  News Release - CCIR and CISRO release new guidance on the fair treatment of customers News Release September 2018
PDF icon  Fair Treatment of Customers Guidance - Sept 27 2018 Guidance Conduct of insurance business and fair treatment of customers September 2018
PDF icon  FTC Stakeholder Submissions Stakeholder submissions July 2018
PDF icon  News Release - FTC consultation May 2018 News Release May 2018
PDF icon  Guidance: Conduct of Insurance Business and Fair Treatment of Customers (DRAFT for Consultation) Guidance: Conduct of insurance business and fair treatment of customers May 2018