Canada-U.S. Information Exchange Agreement  

Information for Clients on the Canada-U.S. Information Exchange Agreement to Improve Cross-Border Tax Compliance

This information is for clients of Canadian life insurance companies to help you understand how the Canada-U.S. Information Exchange Agreement (the “Agreement”) to improve cross-border tax compliance, which was signed on February 5, 2014, could affect you. If you have further questions, please contact your financial institution or tax advisor.

Read the complete document at http://www.clhia.ca/domino/html/clhia/CLHIA_LP4W_LND_Webstation.nsf/resources/FACTA/$file/CLHIA+Customer+FAQ+June+11+2014.pdf