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Mortgage Insurance Business (Banks, Authorized Foreign Banks, Trust and Loan Companies, Retail Associations, Canadian Insurance Companies and Canadian Societies) Regulations

SOR/2010-68

BANK ACT

COOPERATIVE CREDIT ASSOCIATIONS ACT

INSURANCE COMPANIES ACT

TRUST AND LOAN COMPANIES ACT

Registration 2010-03-25

Mortgage Insurance Business (Banks, Authorized Foreign Banks, Trust and Loan Companies, Retail Associations, Canadian Insurance Companies and Canadian Societies) Regulations

P.C. 2010-388 2010-03-25

Her Excellency the Governor General in Council, on the recommendation of the Minister of Finance, hereby makes the annexed Mortgage Insurance Business (Banks, Authorized Foreign Banks, Trust and Loan Companies, Retail Associations, Canadian Insurance Companies and Canadian Societies) Regulations pursuant to

(a) subsections 418.1(2)Footnote a and 552(2)Footnote b of the Bank ActFootnote c;

(b) subsection 382.2(2)Footnote d of the Cooperative Credit Associations ActFootnote e;

(c) subsections 469.1(2)Footnote f and 542.061(2)Footnote g of the Insurance Companies ActFootnote h; and

(d) subsection 418.1(2)Footnote i of the Trust and Loan Companies ActFootnote j.

Interpretation

 The following definitions apply in these Regulations.

institution

institution means any of the following:

insurer

insurer includes a government agency that provides mortgage insurance to an institution. (assureur)

mortgage insurance

mortgage insurance means an insurance policy or a guarantee against default on a residential mortgage. (assurance hypothécaire)

residential mortgage

residential mortgage means a loan made in Canada on the security of residential property that has four or less residential units. (hypothèque résidentielle)

  • SOR/2016-142, s. 5(F)

Application

 These Regulations do not apply in respect of an institution that has obtained mortgage insurance from an insurer if neither the institution nor any of its affiliates charges borrowers an amount for that insurance.

Determination of Actual Cost

  •  (1) For the purposes of sections 418.1 and 552 of the Bank Act, section 382.2 of the Cooperative Credit Associations Act, sections 469.1 and 542.061 of the Insurance Companies Act and section 418.1 of the Trust and Loan Companies Act, the actual cost to an institution shall be determined by deducting from the cost incurred by the institution for mortgage insurance provided to the institution by an insurer all payments or benefits, including rebates or discounts, that are received directly or indirectly by the institution from the insurer, whether in the form of a fee or commission or in any other form.

  • (2) For the purpose of the determination referred to in subsection (1), the following payments or benefits are not to be considered part of the actual cost:

    • (a) any payment or benefit that is not related to the provision of mortgage insurance to the institution by the insurer;

    • (b) any payment or benefit received by the institution for an activity permitted by section 4; and

    • (c) any payment received by the institution from the insurer in respect of a claim made by the institution under the mortgage insurance as a result of a default on the residential mortgage that is the subject of the insurance.

Permitted Activities

  •  (1) An institution may enter into an arrangement with an insurer that provides the institution with mortgage insurance to receive payments or benefits from the insurer for the products and services that are offered by the institution to its customers and to the public in the normal course of business, if the institution undertakes that arrangement on market terms and conditions.

  • (2) An institution may enter into an arrangement with an insurer that provides the institution with mortgage insurance to receive payments or benefits from the insurer for anything other than a product or service referred to in subsection (1), if the institution undertakes that arrangement on terms and conditions that might reasonably be expected to apply in a similar transaction in an open market under conditions requisite to a fair transaction between parties who are at arm’s length and who are acting prudently, knowledgeably and willingly, and the arrangement

    • (a) is necessary for the provision of that insurance; and

    • (b) does not involve a payment or benefit in respect of any of the activities referred to in paragraph 5(a).

Prohibited Activities

 An institution may not

  • (a) enter into an arrangement to accept directly or indirectly from an insurer that provides mortgage insurance to the institution, or from any of the insurer’s affiliates, any payment or benefit in respect of marketing or advertising or any promotional activities carried out by the institution, the insurer or any other person;

  • (b) permit any of its employees or representatives to accept directly or indirectly from an insurer referred to in paragraph (a), or from any of the insurer’s affiliates, a payment or benefit referred to in that paragraph; or

  • (c) permit any affiliate that it controls, or any employees or representatives of that affiliate, to enter into an arrangement to accept a payment or benefit referred to in paragraph (a) directly or indirectly from an insurer or from any of the insurer’s affiliates that provides mortgage insurance to the institution.

Coming into Force

 These Regulations come into force on July 1, 2010.

 

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