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 |
|---|---|---|---|
| Interest Rate Risk (I3) | Deposit-taking institutions | Instructions | Interest Rate Risk (I3) |
| Report on New and Existing Lending (A4) | Deposit-taking institutions | Instructions | Report on New and Existing Lending (A4) |
| Allowance Continuity Report (C3) | Deposit-taking institutions | Instructions | Allowance Continuity Report (C3) |
| Key Metrics Report – P&C insurers | Insurance companies | Instructions | Property and casualty insurers key metrics (OP) |
| Solo Total Loss Absorbing Capacity (Solo TLAC) Return | Deposit-taking institutions | Instructions | Solo Total Loss Absorbing Capacity (Solo TLAC) Return |
| Property and casualty insurance return – Section II – Filing Requirements | Insurance companies | Instructions | Property and casualty insurance return |
| Mortgage Insurance Return – Section I – Introduction | Insurance companies | Introduction | Mortgage Insurance Return and Instructions |
| Life Insurance Return – Section I – Introduction | Insurance companies | Introduction | Life Insurance Return and Instructions |
| Mortgage Insurance Return – Section V – Jurisdictional Requirements | Insurance companies | Jurisdictional requirements | Mortgage Insurance Return and Instructions |
| Life Insurance Return – Section V – Jurisdictional Requirements | Insurance companies | Jurisdictional requirements | Life 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 |
| Life Memorandum to the Appointed Actuary (2022) | Insurance companies | Memorandum | Life Memorandum to the Appointed Actuary (2022) |
| Property and Casualty - Memorandum to the Appointed Actuary 2022 | Insurance companies | Memorandum | Property and Casualty - Memorandum to the Appointed Actuary 2022 |
| IFRS 17 Life Memorandum to the Appointed Actuary - 2023 | Insurance companies | Memorandum | IFRS 17 Life Memorandum to the Appointed Actuary - 2023 |
| 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) |
| Provincial return (LFPROV) - Tracked changes [ XLSX 180.1 KB ] | Insurance companies | Provincial return | Life Insurance Return and Instructions |
| Mortgage Insurers Provincial Annual Return (with track changes) [ XLSX 71.77 KB ] | Insurance companies | Provincial return | Mortgage Insurance Return and Instructions |
| Provincial return (LFPROV) - Clean [ XLSX 100.17 KB ] | Insurance companies | Provincial 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) |