12-Month Lobbying Summary - Organization

Primerica Financial Services (Canada) Ltd. / John Adams, Chief Executive Officer

Registration Summary

Currently active - Last Updated: 2022-12-08

Who is lobbying?

Primerica Financial Services (Canada) Ltd. (Address & business activities)

John Adams, Chief Executive Officer

Government Funding

Did Primerica Financial Services (Canada) Ltd. request or receive government funding within the last 12 months? No

Coalition Members Information

Primerica Financial Services (Canada) Ltd. is not a coalition member.

Direct Interests of the Lobbying Activity

Affiliates

Primerica Financial Services (Canada) Ltd. has the following affiliates that could have a direct interest in the outcome of the lobbying activities:

PFSL Fund Management Ltd. (Address information)
PFSL Investments Canada Ltd. (Address information)
Primerica Financial Services Ltd. (Address information)
Primerica Inc. (Address information)
Primerica Life Insurance Company of Canada (Address information)

Other Affiliates

The activities of Primerica Financial Services (Canada) Ltd. are controlled or directed by the following person or organization with a direct interest in the outcome of this undertaking:

Primerica Inc. (Address information)

Contributors with a Direct Interest in the Outcome

No person or organization contributed over $1000CDN, within the preceding 12 months, toward the lobbying activity on behalf of Primerica Financial Services (Canada) Ltd.:

What is being lobbied?

Subject Matter of the Lobbying Activities

Details Regarding the Identified Subject Matter

Will any of the lobbyists listed within this registration arrange a meeting between a public office holder and any other individual for the purpose of attempting to influence any of the matters listed below:

Yes

Specific Topics of Lobbying Communications	Intended Outcomes	Associated Subject Matters
Advocate for changes to the mutual fund fee structure for financial advisors to ensure middle-income investors continue to be well served. These constitute Primerica's interest in discussing the possible impact of proposed Canadian Securities Administrators' regulatory changes on the sale of mutual funds and the consequences on Primerica's clients, agents and business model.	Development, establishment, amendment or termination of any program, policy, directive or guideline of the government of British Columbia or a Provincial entity	Financial Institutions
Explaining our new model of business for our mutual funds' dealer, including compensation we provide our representatives and compensation we receive from mutual fund manufacturers. Discussing the CCIR's upfront compensation paper and unintended consequences that could arise from compensation reforms.	Development of any legislative proposal by the government of British Columbia, a Provincial entity or a member of the Legislative Assembly Introduction, amendment, passage or defeat of any Bill or resolution in or before the Legislative Assembly Development or enactment of any regulation, including the enactment of a regulation for the purposes of amending or repealing a regulation Development, establishment, amendment or termination of any program, policy, directive or guideline of the government of British Columbia or a Provincial entity	Financial Institutions, Insurance
To introduce our business and the role it plays in the financial well-being of British Columbian clients. To raise awareness of the regulatory landscape that we currently operate under as well as the potential challenges and opportunities ahead. To communicate the value of life insurance ownership and the role of having a sufficient number of life insurance agents to promote the sale of life insurance. To advocate for reasonable entry and licensing standards for life insurance agents that do not exceed the expectations of their role and that do not create barriers to entry into the profession.	Development, establishment, amendment or termination of any program, policy, directive or guideline of the government of British Columbia or a Provincial entity	Insurance

Gifts or benefits provided by the organization

Gifts or Benefits Provided to Public Officer Holders
Name	Gift or Benefit Description	Circumstance	Date Promised	Value Promised	Date Given	Value Given
No Records

Who is being lobbied?

Ministries/Provincial Entities

BC Financial Services Authority
British Columbia Securities Commission
Finance
Member(s) of the BC Legislative Assembly
Office of the Premier

Who are the lobbyists?

In-house Lobbyists

Lobbyist

Contributions

John Adams
Subscribes to a Code of Conduct: No
Former Public Office Holder in BC: No

Lobbied or plans to lobby a member of the Legislative Assembly, including a Minister or Premier, on behalf of this organization, on or after 2020-09-21: No

Registration number: 1004-2445
View all registrations versions

Lobbying Activity Reports

What lobbying activities have taken place in the last 12 months?

No monthly Lobbying Activity Reports have been submitted for the last 12 months.

View all Lobbying Activity Reports

Primerica Financial Services (Canada) Ltd. - Address & business activities

Address:

6985 Financial Drive
Suite 400
Mississauga, ON L5N 0G3
Canada

Telephone number: 905-369-8056

Contact information in previous versions
- 6985 Financial Drive
  Suite 400
  Mississauga, BC L5N 0G3
  Canada
  
  Telephone number: 905-369-8056
- 2000 Argentia Road Plaza 5
  Suite 300
  Mississauga, ON L5N 2R7
  Canada
  
  Telephone number: 905-369-8056
- 2000 Argentia Road Plaza 5
  
  Mississauga, ON L5N 2R7
  Canada
  
  Telephone number: 905-369-8056
- 2000 Argentia road Plaza 5
  
  Mississauga, ON L5N 2R7
  Canada
  
  Telephone number: 905-369-8056

Description of Activities:
Primerica is a life insurance company and a mutual fund dealer.

Descriptions of the organization's activity in previous versions:
- We are a life insurance company and a mutual fund dealer

Date Modified:: 2024-01-29

Menus

www.lobbyistsregistrar.bc.ca

12-Month Lobbying Summary - Organization

Primerica Financial Services (Canada) Ltd. / John Adams, Chief Executive Officer

Who is lobbying?

Primerica Financial Services (Canada) Ltd. (Address & business activities)

Government Funding

Coalition Members Information

Direct Interests of the Lobbying Activity

Affiliates

Other Affiliates

Contributors with a Direct Interest in the Outcome

What is being lobbied?

Details Regarding the Identified Subject Matter

Gifts or benefits provided by the organization

Who is being lobbied?

Ministries/Provincial Entities

Who are the lobbyists?

What lobbying activities have taken place in the last 12 months?

12-Month Lobbying Summary - Organization

Primerica Financial Services (Canada) Ltd. / John Adams, Chief Executive Officer

Primerica Financial Services (Canada) Ltd. (Address & business activities)

Government Funding

Coalition Members Information

Direct Interests of the Lobbying Activity

Affiliates

Other Affiliates

Contributors with a Direct Interest in the Outcome

Details Regarding the Identified Subject Matter

Gifts or benefits provided by the organization

Ministries/Provincial Entities

Primerica Financial Services (Canada) Ltd. - Address & business activities

Primerica Financial Services (Canada) Ltd. / John Adams, Chief Executive Officer

PFSL Fund Management Ltd.

Primerica Inc.

Primerica Financial Services Ltd.

PFSL Investments Canada Ltd.

Primerica Life Insurance Company of Canada

Primerica Inc.