The new FCNB portal Bringing pension regulatory processes online - - PowerPoint PPT Presentation

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Sep 28, 2022 571 likes •770 views

The new FCNB portal Bringing pension regulatory processes online Jake van der Laan, CIO At the end of this webinar, you should: have a good sense of how our new portal works understand the new functionality to be added soon relating to

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The new FCNB portal

Bringing pension regulatory processes online

Jake van der Laan, CIO

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At the end of this webinar, you should:

have a good sense of how our new portal works
understand the new functionality to be added soon

relating to processes under the Pension Benefits Act

know about resources available to assist you as you

start using the portal

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https://portal.fcnb.ca

New pension plan registrations, amendments,

windups, transfers

AIR, AVR and all other filings
Standard contract registrations and LIF-RRIF

transfers

Coming this fall!

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Before you connect to the portal

Pick an email address which you check regularly
Consult our resources:
Regulatory “Before You Begin” guides
Portal Basics guide
Specific process guides
All available at http://fcnb.ca/portalfaq.html

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General portal features

Dynamic home page based on your type of account
Auto save of processes after every step
Yellow help text on almost every page
Consistent functionality throughout
Email messaging and reminders
Support: support@fcnb.ca

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Creating an account

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