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 |
|---|---|---|---|
| Business Specifications for the Climate-Related Risk Returns for Insurers | Insurance companies | Instructions | Climate-related risk returns |
| Change Control Log (H4) | Deposit-taking institutions | Change control log | Collateral and Pledging Report (H4) |
| H4 – Frequently Asked Questions | Deposit-taking institutions | FAQs | Collateral and Pledging Report (H4) |
| Key validation rules for the H4 regulatory return | Deposit-taking institutions | Validation rules | Collateral and Pledging Report (H4) |
| Collateral and Pledging Report (H4) | Deposit-taking institutions | Instructions | Collateral and Pledging Report (H4) |
| All validation rules for the H4 regulatory return | Deposit-taking institutions | Validation rules | Collateral and Pledging Report (H4) |
| Deposit Liabilities (K4) | Deposit-taking institutions | Instructions | Deposit Liabilities (K4) |
| Change Control Log (K4) | Deposit-taking institutions | Change control log | Deposit Liabilities (K4) |
| Earthquake Exposure Data Form Instructions | Insurance companies | Instructions | Earthquake Exposure Data |
| Change Control Log (GQ) | Deposit-taking institutions | Change control log | Geographic Assets & Liabilities Booked in Canada (GQ) |
| Geographic Assets and Liabilities Booked in Canada (GQ) | Deposit-taking institutions | Instructions | Geographic Assets & Liabilities Booked in Canada (GQ) |
| Geographic Assets and Liabilities Booked Outside Canada (GR) | Deposit-taking institutions | Instructions | Geographic Assets & Liabilities Booked Outside Canada (GR) |
| Change Control Log (GR) | Deposit-taking institutions | Change control log | Geographic Assets & Liabilities Booked Outside Canada (GR) |
| GIC Offer Sheets (GA-GB) | Deposit-taking institutions | Instructions | GIC Offer Sheets (GA-GB) |
| Change Control Log (GA-GB) | Deposit-taking institutions | Change control log | GIC Offer Sheets (GA-GB) |
| Home Equity Lines of Credit (HELOCs) Report (J2) | Deposit-taking institutions | Instructions | Home Equity Lines of Credit (HELOCs) Report (J2) |
| Home Equity Lines of Credit (HELOCs) Report (J2) - Change Control Log | Deposit-taking institutions | Change control log | Home Equity Lines of Credit (HELOCs) Report (J2) |
| Supplementary tables - 2023 IFRS 17 Life Memorandum to the Appointed Actuary [ XLSX 1.75 MB ] | Insurance companies | Supplementary tables | IFRS 17 Life Memorandum to the Appointed Actuary - 2023 |
| IFRS 17 Life Memorandum to the Appointed Actuary - 2023 | Insurance companies | Memorandum | IFRS 17 Life Memorandum to the Appointed Actuary - 2023 |
| 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 |