Cross-Border Discipline Agreement

The Canada-United States Cross-Border Discipline Agreement is designed to reduce the risk that actuaries from one country doing actuarial work in the other have to go through two discipline processes arising from a single complaint made to the Canadian Institute of Actuaries (CIA) and/or the American Academy of Actuaries (Academy). To assist actuaries in understanding how the Cross-Border Discipline Agreement operates and the professional obligations of Canadian actuaries working in the United States and American actuaries working in Canada, the Academy and the CIA have produced a Frequently Asked Questions (FAQs) document. The FAQs answer many questions, including the following:
  • I am a U.S. actuary and am doing work for a Canadian principal. When am I considered to be “practicing in Canada”?
  • I am both a U.S. actuary and a Canadian actuary. What rules of professional conduct apply to me?
You can find the Cross-Border Agreement here and the FAQs and their answers here. (November 2015)