Common Contracts

FATCA and the Common Reporting Standard Process Agreement for “Nominee Name” Individual Variable Insurance (Segregated Fund) Contracts

Distributor’s Agreement • May 8th, 2017

• Contract Type
  Distributor’s Agreement
• Filed
  May 8th, 2017

WHEREAS, Part XVIII (“Part XVIII”) and Part XIX (“Part XIX”) of the Income Tax Act (Canada) impose client and account due diligence and reporting obligations in connection with client accounts maintained by certain Canadian financial institutions, including insurance companies;