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 |
---|---|---|---|
Annual supplement (clean) - LICAT LCA 2021 [ XLSX 548.19 KB ] | Insurance companies | Annual supplement | Life Insurance Capital Adequacy Test (LICAT) |
2023 Life Insurance Capital Adequacy Test - Filing Instructions | Insurance companies | Instructions | Life Insurance Capital Adequacy Test (LICAT) |
Property and casualty insurance return – Section V – Jurisdictional Requirements | Insurance companies | Instructions | Property and casualty insurance return |
Provincial return (LFPROV) - Clean [ XLSX 100.17 KB ] | Insurance companies | Provincial return | Life Insurance Return and Instructions |
Mortgage Insurance Return – Section IV – Detailed Instructions | Insurance companies | Detailed instructions | Mortgage Insurance Return and Instructions |
Life Supervisory Annual Return (LF3) - Clean [ XLSX 277.35 KB ] | Insurance companies | Annual return | Life Insurance Return and Instructions |
Mortgage Insurers Provincial Annual Return (MIPROV) [ XLSX 47.29 KB ] | Insurance companies | Provincial return | Mortgage Insurance Return and Instructions |
Quarterly return (tracked changes) - LICAT LCQ 2023 [ XLSX 257.61 KB ] | Insurance companies | Quarterly return | Life Insurance Capital Adequacy Test (LICAT) |
Unpaid Claims and Loss Ratio Analysis Exhibit (UCLRE/PC5) | Insurance companies | Instructions | Unpaid Claims and Loss Ratio Analysis Exhibit (UCLRE/PC5) |
Mortgage Insurers Supervisory Annual Return (MI5) [ XLSX 146.28 KB ] | Insurance companies | Annual return | Mortgage Insurance Return and Instructions |
Validation rules - LICAT LCA 2021 [ XLSX 72.37 KB ] | Insurance companies | Validation rules | Life Insurance Capital Adequacy Test (LICAT) |
Sample return - Life insurers KMPG (OL) 2024 [ XLSX 122.56 KB ] | Insurance companies | Sample return | Life insurers key metrics (OL) |
Appointed Actuary’s Report Discount Curve (PC6) | Insurance companies | Instructions | Appointed Actuary’s Report Discount Curve (PC6) |
IFRS 17 Life Memorandum to the Appointed Actuary - 2023 | Insurance companies | Memorandum | IFRS 17 Life Memorandum to the Appointed Actuary - 2023 |
Life Supplementary Quarterly Return (LF4) – Instructions | Insurance companies | Supplementary return instructions | Life 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) |
Earthquake Exposure Data Form Instructions | Insurance companies | Instructions | Earthquake Exposure Data |
Property and casualty insurance return – Section II – Filing Requirements | Insurance companies | Instructions | Property and casualty insurance return |
Solo Capital Return | Insurance companies | Instructions | Solo Capital Return |
Life Core Financial Quarterly Return (LF1) - Validation rules [ XLSX 111.22 KB ] | Insurance companies | Validation rules | Life Insurance Return and Instructions |