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 |
|---|---|---|---|
| Life Supervisory Quarterly Return (LF2) - Validation rules [ XLSX 156.75 KB ] | Insurance companies | Validation rules | Life Insurance Return and Instructions |
| Life Memorandum to the Appointed Actuary (2022) | Insurance companies | Memorandum | Life Memorandum to the Appointed Actuary (2022) |
| Property and casualty insurance return – Section III – Definitions | Insurance companies | Instructions | Property and casualty insurance return |
| 2023 Life Insurance Capital Adequacy Test - Filing Instructions | Insurance companies | Instructions | Life Insurance Capital Adequacy Test (LICAT) |
| Mortgage Insurance Return – Section II – Filing Requirements | Insurance companies | Filing requirements | Mortgage Insurance Return and Instructions |
| 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 |
| 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 |
| Unpaid Claims and Loss Ratio Analysis Exhibit (UCLRE/PC5) | Insurance companies | Instructions | Unpaid Claims and Loss Ratio Analysis Exhibit (UCLRE/PC5) |
| 2024 P&C Minimum Capital Test and Branch Adequacy of Assets Test PC4 instructions | Insurance companies | Return instructions | Property and Casualty Minimum Capital Test and Branch Adequacy of Assets Test (PC4) |
| 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 |
| Sample return - Life insurers KMPG (OL) 2024 [ XLSX 122.56 KB ] | Insurance companies | Sample return | Life insurers key metrics (OL) |
| Mortgage Insurance Return – Section VI – Change Control Log | Insurance companies | Change control log | Mortgage Insurance Return and Instructions |
| Key Metrics Report for Property and Casualty Insurers [ XLSX 43.75 KB ] | Insurance companies | Report | Property and casualty insurers key metrics (OP) |
| Mortgage Insurers Supervisory Quarterly Return (MI4) [ XLSX 194.68 KB ] | Insurance companies | Quarterly return | Mortgage Insurance Return and Instructions |
| Earthquake Exposure Data Form Instructions | Insurance companies | Instructions | Earthquake Exposure Data |
| Mortgage Insurers Core Financial Statement Return (MI3) [ XLSX 126.98 KB ] | Insurance companies | Core return | Mortgage Insurance Return and Instructions |