PART I INTERPRETATION
 45. (1) For the purposes of subsection 29 (1) of the Act, the following are the prescribed records that the administrator of a pension plan is required to make available for inspection to the persons described in subsection 29 (1) of the Act: 1.  The provisions of the current pension plan including any amendments to the plan. 2.  Any documents relating to the pension plan that must be filed in support of an application for registration of the plan under subsection 9 (2) of the Act (or under a predecessor to that subsection) or in support of an application for registration of an amendment to the plan under subsection 12 (2) of the Act (or under a predecessor to that subsection). 3.  The provisions of any previous pension plan including amendments thereto where the current plan is a successor to a previous version of the plan. 4.  Any documents relating to a previous version of the pension plan that must be filed in support of an application for registration of the plan under subsection 9 (2) of the Act (or under a predecessor to that subsection) or in support of an application for registration of an amendment to the plan under subsection 12 (2) of the Act (or under a predecessor to that subsection). 5.  The applicable provisions of any document that sets out the employer’s responsibilities with respect to the pension plan. 6.  A document that delegates the administration of the pension plan or pension fund. 7.  Copies of any information returns, actuarial information summaries and other information summaries that are filed in respect of the pension plan. 8.  Copies of any financial statement or any report under section 3, 4, 13 or 14 that is filed in respect of the pension plan. 8.1  Copies of any letter of credit held in trust for the pension fund, any related trust agreement and any certificate filed by the administrator under subsection 55.2 (7) of the Act. 9.  Copies of correspondence in respect of the pension plan between the administrator and any of the following persons within five years before the date of the request, but not personal information that relates to a member, former member or retired member unless his or her consent is obtained: i.  The Commission or the Authority, or a person employed in the Commission or the Authority. ii.  The Superintendent, the Chief Executive Officer or the Superintendent’s or Chief Executive Officer’s delegate. 10.  Copies of those parts of an agreement that concern the purchase or sale of a business or the assets of a business and that relate to the pension plan. 11.  Revoked:  O. Reg. 144/00, s. 25 (1). 12.  Copies of any financial statement or audited financial statement for a pension fund that is filed. 13.  Copies of any statements of investment policies and procedures for the plan that are established under Part II.  R.R.O. 1990, Reg. 909, s. 45 (1); O. Reg. 712/92, s. 24; O. Reg. 307/98, s. 16 (1-3); O. Reg. 144/00, s. 25 (1); O. Reg. 178/12, s. 43 (1-3); O. Reg. 364/12, s. 5; O. Reg. 149/19, s. 7; O. Reg. 529/21, s. 3 (1). (2) For the purposes of subsection 29 (5) of the Act, the following are the prescribed records with respect to a pension plan and pension fund: 1.  The provisions of the current pension plan, including any amendments to the plan. 2.  The most recent report under section 3, 4, 13 or 14 that has been filed. 3.  The most recent financial statements or audited financial statements that have been filed for the plan or the fund. 4.  The most recent actuarial information summary filed under section 16.1. 5.  The most recent annual information return filed under section 18. 6.  The most recent investment information summary filed under section 77. 7.  The most recent statement of investment policies and procedures for the plan that is established under Part II.  O. Reg. 178/12, s. 43 (4). (3), (4) Revoked:  O. Reg. 307/98, s. 16 (4). (5) The administrator shall comply with a written request under section 29 of the Act within thirty days after receipt of the request.  R.R.O. 1990, Reg. 909, s. 45 (5). (5.1) The administrator may use electronic means to provide the prescribed records under subsection 29 (5) of the Act to a person described in subsection 29 (1) of the Act with the person’s permission.  O. Reg. 178/12, s. 43 (5). (5.2) For the purposes of subsection 29 (7) of the Act, the maximum amount of the applicable fee is 25 cents per page for each paper copy and $5 for each request for one or more records to be provided by electronic means.  O. Reg. 178/12, s. 43 (5). (6) A person making a request under section 29 of the Act is entitled to have access to those parts of the pension plan and other documents or information that are applicable to the person.  R.R.O. 1990, Reg. 909, s. 45 (6); O. Reg. 178/12, s. 43 (6). (7) If the administrator of a pension plan receives a written request from a person described in subsection 29 (1) of the Act for a record that the administrator is required to make available under this section and the record includes personal information about another individual, the administrator shall disclose as much of the record as can reasonably be severed without disclosing the personal information about the other individual. O. Reg. 529/21, s. 3 (2). (8) In subsection (7), “personal information” has the same meaning as in section 2 of the Freedom of Information and Protection of Privacy Act. O. Reg. 529/21, s. 3 (2).