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Administrative Bulletin
November 2025

Important year-end dates

Check our office hours and the deadlines for receiving and processing transactions.

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Updated forms for investment accounts and segregated funds

A good start? It begins with the right version. 

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Keep your commissions even with RRIF/LIF withdrawals

Our investment accounts now include a new 10% withdrawal limit without chargeback.

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Brief downtime: investment operating system

A maintenance of our operating system is scheduled for November 22 and 23.

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Term Plus: conversion begins with a better choice 

How can you support your clients in transitioning to coverage that better meets their needs? 

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Have you integrated the risk selection standards for temporary residents into your work? 

An essential reminder for your temporary resident files.

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Work permit and refugee status: which document to use?

Here’s what you need to know. 

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