ThenewFCNBportal

Bringingpensionregulatoryprocessesonline

JakevanderLaan,CIO

Attheendofthiswebinar,youshould:

• haveagoodsenseofhowournewportalworks• understandthenewfunctionalitytobeaddedsoon

relatingtoprocessesunderthePensionBenefitsAct• knowaboutresourcesavailabletoassistyouasyou

startusingtheportal

https://portal.fcnb.ca

• Newpensionplanregistrations,amendments,windups,transfers

• AIR,AVRandallotherfilings• StandardcontractregistrationsandLIF-RRIF

transfers• Comingthisfall!

Beforeyouconnecttotheportal

• Pickanemailaddresswhichyoucheckregularly• Consultourresources:• Regulatory“BeforeYouBegin”guides• PortalBasicsguide• Specificprocessguides• Allavailableathttp://fcnb.ca/portalfaq.html

Generalportalfeatures

• Dynamichomepagebasedonyourtypeofaccount• Autosaveofprocessesaftereverystep• Yellowhelptextonalmosteverypage• Consistentfunctionalitythroughout• Emailmessagingandreminders• Support:support@fcnb.ca

Creatinganaccount

gotoprocessspecificslides