Office of the Superintendent of Financial Institutions
Applications should be sent to:
Comments, suggestions and questions concerning this Instruction Guide should be directed to Jason Oickle, Manager, Securities Administration and Approvals Reporting Unit, at the same address as above or by email at Jason.Oickle@osfi-bsif.gc.ca
In seeking the Superintendent's approval to enter into a trust agreement the applicant will provide the following:
In assessing an application for approval to terminate a trust agreement pursuant to clause 14 (b) of Form 542, OSFI would request the following:
The revised standard forms are available in English and French on the OSFI website at http://www.osfi-bsif.gc.ca under the "Publications / Practices / Supervisory Practices / Life" icons for Life companies, under "Publications / Practices / Supervisory Practices / Fraternal" icons for Fraternal Benefit Societies under the "Publications / Practices / Supervisory Practices / Property & Casualty" icons for Property and Casualty companies.
If OSFI releases a new version of Form 542, the parties to an existing agreement would continue to be required to comply with the version of Form 542 referenced in clause 2 of the respective Trust Agreement previously signed by the three parties, unless advised otherwise by OSFI pursuant to subparagraph 6(b) of Form 541.