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 |
|---|---|---|---|
| Key Metrics Report for Property and Casualty Insurers [ XLSX 43.75 KB ] | Insurance companies | Report | Property and casualty insurers key metrics (OP) |
| Solo Capital Return | Insurance companies | Instructions | Solo Capital Return |
| Mortgage Insurers Core Financial Statement Return (MI3) [ XLSX 126.98 KB ] | Insurance companies | Core return | Mortgage Insurance Return and Instructions |
| Annual supplement (tracked changes) LICAT LCA 2023 [ XLSX 603.25 KB ] | Insurance companies | Annual supplement | Life Insurance Capital Adequacy Test (LICAT) |
| Earthquake Exposure Data Form Instructions | Insurance companies | Instructions | Earthquake Exposure Data |
| Life Insurance Return – Section II – Filing Requirements | Insurance companies | Filing requirements | Life Insurance Return and Instructions |
| PC5 Sample XML (ULCRE/PC5) [ XML 10.21 KB ] | Insurance companies | XML file | Unpaid Claims and Loss Ratio Analysis Exhibit (UCLRE/PC5) |
| Business Specifications for the Climate-Related Risk Returns for Insurers | Insurance companies | Instructions | Climate-related risk returns |
| Life Supervisory Annual Return (LF3) - Validation rules [ XLSX 82.66 KB ] | Insurance companies | Validation rules | Life Insurance Return and Instructions |
| Property and casualty insurance return – Section IV – Detailed Instructions | Insurance companies | Instructions | Property and casualty insurance return |
| Life Supplementary Quarterly Return (LF4) [ XLSX 855.62 KB ] | Insurance companies | Supplementary return | Life Insurance Return and Instructions |
| Mortgage Insurance Return – Section III – Definitions | Insurance companies | Definitions | Mortgage Insurance Return and Instructions |
| Quarterly return (clean) - LICAT 2024 [ XLSX 272.78 KB ] | Insurance companies | Quarterly return | Life Insurance Capital Adequacy Test (LICAT) |
| MI5 Supervisory Annual Return Validation Rules [ XLSX 27.06 KB ] | Insurance companies | Validation rules | Mortgage Insurance Return and Instructions |
| Quarterly return (clean) - LICAT LCQ 2023 [ XLSX 254.04 KB ] | Insurance companies | Quarterly return | Life Insurance Capital Adequacy Test (LICAT) |
| Life Insurance Return – Section VI – Change Control Log | Insurance companies | Change control log | Life Insurance Return and Instructions |
| Validation rules - LICAT LCA 2023 [ XLSX 175.38 KB ] | Insurance companies | Validation rules | Life Insurance Capital Adequacy Test (LICAT) |
| Life Supervisory Quarterly Return (LF2) - Tracked changes [ XLSX 280.45 KB ] | Insurance companies | Quarterly return | Life Insurance Return and Instructions |
| Business and Data Definitions - UCLRE (PC5) (draft) [ XLSX 902.58 KB ] | Insurance companies | Data definitions | Unpaid Claims and Loss Ratio Analysis Exhibit (UCLRE/PC5) |
| Appointed Actuary’s Report Discount Curve (PC6) | Insurance companies | Instructions | Appointed Actuary’s Report Discount Curve (PC6) |