Question

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18 ryan is a newly licensed insurance agent who is working with a client who wants to invest in segregated funds. after analyzing the clients needs and making a suitable recommendation, ryan prepares the information folder. which of the following will be helpful for ryan to understand the requirements of an information folder?
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a. crtcs manual
b. clhia’s guideline g2
c. cra’s interpretation bulletin it - 365r2
d. pcmltfa’s directive
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Explanation:

To determine the correct answer, we analyze the context: Ryan is an insurance agent dealing with segregated funds and needs to understand information folder requirements. The Canadian Life and Health Insurance Association (CLHIA)’s Guideline G2 is relevant to insurance - related documentation and requirements for segregated funds. The CRTC's Manual is for telecommunications, CRA’s Interpretation Bulletin is for tax, and PCMLTFA’s Directive is for anti - money laundering (not directly related to segregated fund information folders). So CLHIA’s Guideline G2 is the correct choice.

Answer:

b. CLHIA’s Guideline G2