Fund Holder Arrangements - Canadian Association of Pension Supervisory Authorities

Initiative/Project Name:	Fund Holder Arrangements
Description:	After reviewing various legislative requirements, and in discussions with representatives from fund holder agencies, it became apparent that there is an opportunity to clarify the types of documents that may be used as fund holder agreements and the roles and responsibilities of the key players in a pension plan with respect to fund holder arrangements. CAPSA set up the Fund Holder Arrangements Committee to: (i) review existing legislative requirements regarding who can hold pension funds and what the fund holder agreements must contain, (ii) compare these requirements with what is currently in use, and (iii) clarify the roles and responsibilities related to fund holder arrangements.

Initiative/Project Name:

Fund Holder Arrangements

Description:

After reviewing various legislative requirements, and in discussions with representatives from fund holder agencies, it became apparent that there is an opportunity to clarify the types of documents that may be used as fund holder agreements and the roles and responsibilities of the key players in a pension plan with respect to fund holder arrangements.

CAPSA set up the Fund Holder Arrangements Committee to:

(i) review existing legislative requirements regarding who can hold pension funds and what the fund holder agreements must contain,
(ii) compare these requirements with what is currently in use, and
(iii) clarify the roles and responsibilities related to fund holder arrangements.

Publications:

Document Name	Date	Description
Letter to stakeholders	March 1, 2011	Release of CAPSA Guideline No. 5. Guideline on Fund Holder Arrangements.
Guideline No. 5	March 1, 2011	Guideline on Fund Holder Arrangements.
Guideline No. 5 Table	March 1, 2011	Table with Information regarding the Guideline on Fund Holder Arrangements.
Stakeholder Submissions	November 2, 2010	Stakeholder submissions regarding the CAPSA Draft guideline on Fund Holder Arrangements. *(Consultation Document, will be archived: March 1, 2013)*
Letter to Stakeholders	May 4, 2010	Consulation on Draft Guideline on Fund Holder Arrangements. *(Consultation Document, will be archived: March 1, 2013)*
Draft Guideline	May 4, 2010	Guideline on Fund Holder Arrangements. *(Consultation Document, will be archived: March 1, 2013)*
Draft Guideline Table	May 4, 2010	Guideline for Fund Holder Arrangements. *(Consultation Document, will be archived: March 1, 2013)*