Document Properties
| RETURN TITLE | DATE OF SUBMISSION | FREQUENCY | SUBJECT TO LEFP | CANADIAN LIFE (d) | FOREIGN LIFE | CANADIAN FRATERNAL | FOREIGN FRATERNAL |
|---|
| LIFE Quarterly (10Q) | 45 days | Quarterly | ✔ | Yes | Yes | Yes | Yes |
| LIFE Annual (10Q/10A) | 60 days | Annual | ✔ | Yes | Yes | Yes | Yes |
| LIFE Quarterly - Unstructured (665) | 45 days | Quarterly | ✔ | Yes | Yes | Yes | Yes |
| 60 days | Annual | ✔ | Yes | Yes | Yes | Yes |
| Auditor's Report to the Superintendent (625) - Canadian | 60 days | Annual | ✔ | Yes | No | Yes | No |
| Auditor's Report to the Superintendent (625) - Reinsurers | 90 days | Annual | ✔ | Yes | No | Yes | No |
| Auditor's Report to the Superintendent (625) - Foreign | May 31
(a) | Annual | ✔ | No | Yes | No | Yes |
| LICAT/LIMAT Quarterly (LCQ) | 45 days | Quarterly | ✔ | Yes | Yes | Yes | Yes |
| LICAT/LIMAT Annual (LCQ/LCA) | 60 days | Annual | ✔ | Yes | Yes | Yes | Yes |
| LICAT/LIMAT Quarterly - Unstructured (911) | 45 days | Quarterly | ✔ | Yes | Yes | Yes | Yes |
| 60 days | Annual | ✔ | Yes | Yes | Yes | Yes |
| Auditor's Report on LICAT (630) | 90 days | Annual | ✔ | Yes | No | No | No |
| Auditor's Report on LIMAT (635) | May 31 | Annual | ✔ | No | Yes | No | No |
| Appointed Actuary's Report (605) | 60 days | Annual | ✔ | Yes | Yes | Yes | Yes |
| AAR - Excel File (600) | 60 days | Annual | ✔ | Yes | Yes | Yes | Yes |
| Financial Condition Testing (FCT) (610) | Various
(b) | Annual | ✔ | Yes | Yes | Yes | Yes |
| External Review Report - AAR (615) (e) | Various
(c) | Annual | | Yes | Yes | Yes | Yes |
| External Review Report - FCT (608) (e) | Various
(c) | Annual | | Yes | Yes | Yes | Yes |
| External Review Report - CAR (609) (e) | Various
(c) | Annual | | Yes | Yes | Yes | Yes |
| External Review Report - Other (607) (e) | Various
(c) | Annual | | Yes | Yes | Yes | Yes |
| ORSA Key Metrics Report (OL) | Various
(f) | Annual | | Yes | Yes | Yes | Yes |
| ORSA KMR - Unstructured (912) | Various
(f) | Annual | | Yes | Yes | Yes | Yes |
| Worldwide Financial Statement (645) | Various | Annual | | No | Yes | No | Yes |
(a) ICA Subsection 644(1)
(b) Earlier of: 30 days after presentation to Board of Directors/Chief Agent, and one year after fiscal year-end
(c) 30 days after transmission to the Audit Committee or to the Chief Agent, as required
(d) Includes Insurance Holding Companies & Non-operating Life Companies
(e) ERR for the AAR(615) and FCT(608) will be automatically scheduled; the CAR(609) and Other(607) must be requested by contacting RA-RRS.Support@osfi-bsif.gc.ca or at 613-991-0609
(f) Submitted to OSFI at least annually and within 30 days of report being reviewed by the Board of Directors / signed off by the Chief Agent