Financial reporting instructions
Refer to the list for instructions on how to complete financial returns and reports in the Regulatory Reporting System.
See more information on how to file and submit a return.
| Title | Industry | Document type | Return |
|---|---|---|---|
| Data definitions - UCLRE [ XLSX 772.16 KB ] | Insurance companies | Data definitions | Unpaid Claims and Loss Ratio Analysis Exhibit (UCLRE/PC5) |
| MI4 Supervisory Quarterly Return Validation Rules [ XLSX 99.1 KB ] | Insurance companies | Validation rules | Mortgage Insurance Return and Instructions |
| Validation rules - LICAT LCQ 2023 [ XLSX 86.67 KB ] | Insurance companies | Validation rules | Life Insurance Capital Adequacy Test (LICAT) |
| Life Insurance Return – Section V – Jurisdictional Requirements | Insurance companies | Jurisdictional requirements | Life Insurance Return and Instructions |
| Report - Life insurance key metrics [ XLSX 122.69 KB ] | Insurance companies | Report | Life insurers key metrics (OL) |
| Validation rules - LICAT LCA 2020 [ XLSX 197.41 KB ] | Insurance companies | Validation rules | Life Insurance Capital Adequacy Test (LICAT) |
| Life Supervisory Quarterly Return (LF2) - Clean [ XLSX 207.05 KB ] | Insurance companies | Quarterly return | Life Insurance Return and Instructions |
| Property and Casualty - Memorandum to the Appointed Actuary 2022 | Insurance companies | Memorandum | Property and Casualty - Memorandum to the Appointed Actuary 2022 |
| Property and casualty insurance return | Insurance companies | Instructions | Property and casualty insurance return |
| Life Core Financial Quarterly Return (LF1) - Clean [ XLSX 136.45 KB ] | Insurance companies | Core return | Life Insurance Return and Instructions |
| Appointed Actuary’s Report Discount Curve (PC6) | Insurance companies | Instructions | Appointed Actuary’s Report Discount Curve (PC6) |
| Mortgage Insurance Return – Section VI – Change Control Log | Insurance companies | Change control log | Mortgage Insurance Return and Instructions |
| Annual return – UCLRE [ XLSX 50.87 KB ] | Insurance companies | Annual return | Unpaid Claims and Loss Ratio Analysis Exhibit (UCLRE/PC5) |
| Mortgage Insurers Supervisory Quarterly Return (MI4) [ XLSX 194.68 KB ] | Insurance companies | Quarterly return | Mortgage Insurance Return and Instructions |
| Mortgage Insurers Core Financial Statement Return (MI3) [ XLSX 126.98 KB ] | Insurance companies | Core return | Mortgage Insurance Return and Instructions |
| Peer review information - 2022 Life Memorandum to the Appointed Actuary [ XLSX 34.9 KB ] | Insurance companies | Peer review information | Life Memorandum to the Appointed Actuary (2022) |
| Annual supplement (tracked changes) LICAT LCA 2023 [ XLSX 603.25 KB ] | Insurance companies | Annual supplement | Life Insurance Capital Adequacy Test (LICAT) |
| Life Insurance Return – Section II – Filing Requirements | Insurance companies | Filing requirements | Life Insurance Return and Instructions |
| Key Metrics Report – P&C insurers | Insurance companies | Instructions | Property and casualty insurers key metrics (OP) |
| Life Supervisory Annual Return (LF3) - Validation rules [ XLSX 82.66 KB ] | Insurance companies | Validation rules | Life Insurance Return and Instructions |