Registration - In-house Corporation

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

Registration Information

In-house Corporation name: Primerica Financial Services (Canada) Ltd.
Responsible Officer Name: John Adams, Chief Executive Officer
Initial registration start date: 2019-07-10
Registration status: Active
Registration Number: 777245-365066

Associated Communications

Total Number of Communication Reports: 0

Monthly communication reports in the last 6 months: 0

Version 8 of 8 (2024-04-10 to present)

Registration versions:

Version 8 of 8 (2024-04-10 to present)

Lobbying Information

Subject Matter Details

Details Regarding the Identified Subject Matter
Subject matters	Details	Categories
Economic Development, Financial Institutions	Advocate for affordable and accessible financial services and for the choice of mutual fund and segregated fund fee structures to possibly impact the proposed Canadian Securities Administrators regulatory changes on the sale of mutual funds and the consequences on Primerica's clients, agents and business model.	Regulation, Policies or Program
Economic Development, Financial Institutions	National Securities Regulator - advocate for the creation of a national securities regulator and how it will best meet the challenges of securities regulation across the country.	Policies or Program
Economic Development, Financial Institutions	Retirement Savings- advocate improving the retirement system in Canada with a robust financial advisory approach in conjunction with the stability of other universal and employer-based plans.	Policies or Program

Communication Techniques

Written communication
Oral communication
Grass-roots communication

Government Institutions

Finance Canada (FIN)
Financial Consumer Agency of Canada (FCAC)
House of Commons
Office of the Superintendent of Financial Institutions Canada (OSFI)
Prime Minister's Office (PMO)
Senate of Canada

In-house Corporation Details

Description of activities

Primerica is a life insurance company and mutual fund dealer.

Responsible officer name and position during the period of this registration

John Adams, Chief Executive Officer

Government funding

No government funding was received during the last completed financial year.

In-house Corporation Contact Information

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

Telephone number: 905-812-2900

Parent Company Information

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

Subsidiary Beneficiary Information

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 Life Insurance Company of Canada
- 6985 Financial Drive
  Suite 400
  Mississauga, ON L5N 0G3
  Canada

Lobbyists Details

Senior Officers whose lobbying activities represent less than 20% of their Duties

John Adams, Chief Executive Officer | No public offices held

Senior Officers and Employees whose lobbying activities represent 20% or more of their Duties

No lobbyists added

Primerica Financial Services (Canada) Ltd./

The following names have been used on or after July 2, 2008

The following names have been used on or after July 2, 2008
Name	From	To
Primerica Financial Services (Canada) Ltd./	2024-04-10	current
Primerica Financial Services (Canada) Ltd./	2019-07-10	2024-04-10

Primerica Financial Services (Canada) Ltd.

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

Date Modified:: 2024-04-04

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Registration - In-house Corporation

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

Registration Information

Associated Communications

Version 8 of 8 (2024-04-10 to present)

Version 8 of 8 (2024-04-10 to present)

Subject Matter Details

Communication Techniques

Government Institutions

Description of activities

Responsible officer name and position during the period of this registration

Government funding

In-house Corporation Contact Information

Parent Company Information

Subsidiary Beneficiary Information

Senior Officers whose lobbying activities represent less than 20% of their Duties

Senior Officers and Employees whose lobbying activities represent 20% or more of their Duties

Registration - In-house Corporation

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

Version 8 of 8 (2024-04-10 to present)

Subject Matter Details

Communication Techniques

Government Institutions

Description of activities

Responsible officer name and position during the period of this registration

Government funding

In-house Corporation Contact Information

Parent Company Information

Subsidiary Beneficiary Information

Senior Officers whose lobbying activities represent less than 20% of their Duties

Senior Officers and Employees whose lobbying activities represent 20% or more of their Duties

Primerica Financial Services (Canada) Ltd./

The following names have been used on or after July 2, 2008

Primerica Financial Services (Canada) Ltd.

John Adams, Chief Executive Officer (Corporation)