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 |
|---|---|---|---|
| Return changes - I3 [ XLSX 142.14 KB ] | Deposit-taking institutions | Return changes | Interest Rate Risk (I3) |
| Return changes - E2 [ XLSX 81.56 KB ] | Deposit-taking institutions | Return changes | Mortgage Loans Report (E2) |
| Return - Solo TLAC [ XLSX 198.38 KB ] | Deposit-taking institutions | Return | Solo Total Loss Absorbing Capacity (Solo TLAC) Return |
| Return - Solo Capital Return [ XLSX 189.27 KB ] | Deposit-taking institutions | Return | Solo Capital Return |
| Return - LRR [ XLSX 32.64 KB ] | Deposit-taking institutions | Return | Leverage Requirements Return (LRR) |
| Retail IRB Credit Parameter Data Call (DT4) | Deposit-taking institutions | Instructions | Retail IRB Parameter Data Call (DT4) |
| Report on New and Existing Lending (A4) - Change Control Log | Deposit-taking institutions | Change control log | Report on New and Existing Lending (A4) |
| Report on New and Existing Lending (A4) | Deposit-taking institutions | Instructions | Report on New and Existing Lending (A4) |
| Report - Life insurance key metrics [ XLSX 122.69 KB ] | Insurance companies | Report | Life insurers key metrics (OL) |
| Regional Distribution Assets and Liabilities (R2) | Deposit-taking institutions | Instructions | Regional Distribution Assets and Liabilities (R2) |
| Quarterly return (tracked changes) - LICAT LCQ 2023 [ XLSX 257.61 KB ] | Insurance companies | Quarterly return | Life Insurance Capital Adequacy Test (LICAT) |
| Quarterly return (tracked changes) - LICAT LCQ 2020 [ XLSX 211.48 KB ] | Insurance companies | Quarterly return | Life Insurance Capital Adequacy Test (LICAT) |
| Quarterly return (clean) - MICAT 2024 [ XLSX 180.41 KB ] | Insurance companies | Quarterly return | Mortgage Insurer Capital Adequancy Test (MICAT) |
| Quarterly return (clean) - LICAT LCQ 2023 [ XLSX 254.04 KB ] | Insurance companies | Quarterly return | Life Insurance Capital Adequacy Test (LICAT) |
| Quarterly return (clean) - LICAT LCQ 2020 [ XLSX 211.25 KB ] | Insurance companies | Quarterly return | Life Insurance Capital Adequacy Test (LICAT) |
| Quarterly return (clean) - LICAT 2024 [ XLSX 272.78 KB ] | Insurance companies | Quarterly return | Life Insurance Capital Adequacy Test (LICAT) |
| Quarterly return (2024) - P&C Minimum Capital Test and Branch Adequacy of Assets Test [ XLSX 229.92 KB ] | Insurance companies | Quarterly return | Property and Casualty Minimum Capital Test and Branch Adequacy of Assets Test (PC4) |
| Quarterly return (2023) - MICAT [ XLSX 140.37 KB ] | Insurance companies | Quarterly return | Mortgage Insurer Capital Adequancy Test (MICAT) |
| Provincial return (LFPROV) - Tracked changes [ XLSX 180.1 KB ] | Insurance companies | Provincial return | Life Insurance Return and Instructions |
| Provincial return (LFPROV) - Clean [ XLSX 100.17 KB ] | Insurance companies | Provincial return | Life Insurance Return and Instructions |