7 October 2016 APFF Financial Strategies and Instruments Roundtable Q. 3, 2016-0651761C6 F - Transfer of a Life Insurance Policy -- translation

Monday, December 19, 2016 - 11:11 | Author: carolannearmstrong

Principal Issues: A) Mr. X is a policyholder of an interest in a life insurance policy which has no cash surrender value. Mr. X wants to transfer...

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7 October 2016 APFF Financial Strategies and Instruments Roundtable Q. 2, 2016-0651711C6 F - RRIF, Transfer of designated benefit -- translation

Sunday, December 18, 2016 - 21:17 | Author: carolannearmstrong

Principal Issues: Does the designated benefit eligible to be transferred to the surviving spouse's RRIF or RRSP under paragraph 60(l) have to be...

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7 October 2016 APFF Financial Strategies and Instruments Roundtable Q. 1, 2016-0651771C6 F - Critical Illness Insurance -- translation

Sunday, December 18, 2016 - 20:34 | Author: carolannearmstrong

Principal Issues: Whether subsection 15(1) could apply to the transfer (without consideration) by a corporation of its critical illness insurance...

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