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 |
|---|---|---|---|
| P&C Minimum Capital Test and Branch Adequacy of Assets Test Validation Rules [ XLSX 58.04 KB ] | Insurance companies | Validation rules | Property and Casualty Minimum Capital Test and Branch Adequacy of Assets Test (PC4) |
| Mortgage Insurance Return – Section II – Filing Requirements | Insurance companies | Filing requirements | Mortgage Insurance Return and Instructions |
| Validation rules - UCLRE [ XLSX 36.54 KB ] | Insurance companies | Validation rules | 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 |
| Annual supplement (clean) - LICAT LCA 2023 [ XLSX 507.47 KB ] | Insurance companies | Annual supplement | Life Insurance Capital Adequacy Test (LICAT) |
| PC5 XSD File (ULCRE/PC5) [ XSD 96.81 KB ] | Insurance companies | XSD file | Unpaid Claims and Loss Ratio Analysis Exhibit (UCLRE/PC5) |
| 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) |
| Life Insurance Return – Section V – Jurisdictional Requirements | Insurance companies | Jurisdictional requirements | Life Insurance Return and Instructions |
| Property and casualty insurance return | Insurance companies | Instructions | Property and casualty insurance return |
| 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 [ XLSX 33.19 KB ] | Insurance companies | Analysis exhibit | Property and Casualty - Memorandum to the Appointed Actuary 2022 |
| Life Supervisory Quarterly Return (LF2) - Clean [ XLSX 207.05 KB ] | Insurance companies | Quarterly return | Life Insurance Return and Instructions |
| Life Core Financial Quarterly Return (LF1) - Clean [ XLSX 136.45 KB ] | Insurance companies | Core return | Life Insurance Return and Instructions |
| Validation rules (2023) - MICAT [ XLSX 66.22 KB ] | Insurance companies | Validation rules | Mortgage Insurer Capital Adequancy Test (MICAT) |
| Mortgage Insurance Return – Section VI – Change Control Log | Insurance companies | Change control log | Mortgage Insurance Return and Instructions |
| Mortgage Insurers Supervisory Quarterly Return (MI4) [ XLSX 194.68 KB ] | Insurance companies | Quarterly return | Mortgage Insurance Return and Instructions |
| IFRS 17 Property and Casualty Memorandum to the Appointed Actuary - 2023 | Insurance companies | Memorandum | IFRS 17 Property and Casualty Memorandum to the Appointed Actuary - 2023 |
| Mortgage Insurers Core Financial Statement Return (MI3) [ XLSX 126.98 KB ] | Insurance companies | Core return | Mortgage Insurance Return and Instructions |
| Validation rules - LICAT LCA 2020 [ XLSX 197.41 KB ] | Insurance companies | Validation rules | Life Insurance Capital Adequacy Test (LICAT) |
| Key Metrics Report – Life insurers Instructions | Insurance companies | Instructions | Life insurers key metrics (OL) |