Registration - Organization

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

Registration Information

Organization name: Primerica Financial Services (Canada) Ltd.
Previous Organization names
Senior Officer Name: John Adams, Chief Executive Officer
Initial registration start date: 2016-05-10
Registration status: Active
Projected end date: No date provided
Registration number: 1004-2445

Associated Lobbying Activity Reports

Total number of Lobbying Activity Reports: 2

Lobbying Activity Reports - last 6 months: 0

Version 17 of 17 (2022-12-08 to present)

Registration versions:

Version 17 of 17 (2022-12-08 to present)

Lobbying Information

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

BC Ministries/Provincial Entities

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

Organization Details

Senior Officer Name and Position during the Period of this Registration

John Adams, Chief Executive Officer

Organization Contact Information

Primerica Financial Services (Canada) Ltd.

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

Telephone number: 905-369-8056

Description of Activities

Primerica is a life insurance company and a mutual fund dealer.

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

Contributors to the Lobbying Activity

No person or organization contributed over $1000CDN, within the preceding 12 months, toward the lobbying activity on behalf of the organization that has a direct interest in the outcome of the lobbying activity.

Government Funding in the Last 12 Months

No government funding was requested or received within the preceding 12 months.

Coalition Members Information

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

Affiliates with a Direct Interest in the Outcome

PFSL Fund Management Ltd.
- 6985 Financial Drive
  Suite 400
  Mississauga, ON L5N 0G3
  Canada
PFSL Investments Canada Ltd.
- 6985 Financial Drive
  Suite 400
  Mississauga, ON L5N 0G3
  Canada
Primerica Financial Services Ltd.
- 6985 Financial Drive
  Suite 400
  Mississauga, ON L5N 0G3
  Canada
Primerica Inc.
- 1 Primerica Parkway
  Duluth, GA 30099
  United States of America
Primerica Life Insurance Company of Canada
- 6985 Financial Drive
  Suite 400
  Mississauga, ON L5N 0G3
  Canada

Other Persons or Organizations with Direct Interests

Primerica Inc.
- 1 Primerica Parkway
  Duluth, GA 30099
  United States of America

Lobbyists Details

Lobbyists Employed by this Organization

Lobbyist

Contributions

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

Lobbied a member of the Legislative Assembly, including a Minister or Premier, on behalf of this organization on or after 2020-09-21 and before 2024-09-21: No

Primerica Financial Services (Canada) Ltd.

Name change history

Name change history
Name	From	To
Primerica Financial Services (Canada) Ltd.	2018-06-05	current
Primerica Financial Services (Canada) Ltd	2016-05-10	2018-05-20

Primerica Financial Services (Canada) Ltd.

Senior Officer History
Senior Officer Name	From (YYYY-MM-DD)	To (YYYY-MM-DD)

John Adams, Chief Executive Officer (Organization)

Learn more...

Designated Filers are required to submit a Lobbying Activity Report for each lobbying activity with a senior public officer holder. The name of the most senior paid officer (i.e. the designated filer) will appear on all in-house Lobbying Activity Reports, whether or not he/she participated in the activity.

Note: Lobbying Activity Reports are due on the 15^th day of each month for lobbying activities that took place in the previous month.

Results below are sorted by posted date, beginning with the most recent.

Results 1-2 of 2

Primerica Financial Services (Canada) Ltd.
Organization

Senior Public Office Holders who were lobbied in this activity:
- Brenda Leong, Chair and CEO | British Columbia Securities Commission
Lobbying Activity date: 2022-11-04
Lobbyists who performed the lobbying activity: John Adams
Posted date: 2022-11-08
Lobbying Activity number: 2445-21792 View Lobbying Activity Report
Primerica Financial Services (Canada) Ltd.
Organization

Senior Public Office Holders who were lobbied in this activity:
- David Denhoff, Ministerial Advisor | Finance
Lobbying Activity date: 2022-11-03
Lobbyists who performed the lobbying activity: John Adams
Posted date: 2022-12-15
Lobbying Activity number: 2445-21791 View Lobbying Activity Report

Date Modified:: 2024-11-13

Menus

www.lobbyistsregistrar.bc.ca

Registration - Organization

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

Registration Information

Associated Lobbying Activity Reports

Version 17 of 17 (2022-12-08 to present)

Version 17 of 17 (2022-12-08 to present)

Details Regarding the Identified Subject Matter

BC Ministries/Provincial Entities

Senior Officer Name and Position during the Period of this Registration

Organization Contact Information

Description of Activities

Gifts or benefits provided by the organization

Contributors to the Lobbying Activity

Government Funding in the Last 12 Months

Coalition Members Information

Affiliates with a Direct Interest in the Outcome

Other Persons or Organizations with Direct Interests