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 |
|---|---|---|---|
| Change Control Log (OSFI930) | Deposit-taking institutions | Change control log | Large Exposures Return (OSFI930) |
| Sample return - Large exposures [ XLSX 72 KB ] | Deposit-taking institutions | Sample return | Large Exposures Return (OSFI930) |
| Large Exposures Return (OSFI930) | Deposit-taking institutions | Instructions | Large Exposures Return (OSFI930) |
| XML file - LRR 2023 [ XML 6.41 KB ] | Deposit-taking institutions | XML file | Leverage Requirements Return (LRR) |
| Validation rules - LRR 2024 [ XLSX 27.96 KB ] | Deposit-taking institutions | Validation rules | Leverage Requirements Return (LRR) |
| XSD file - LRR [ XSD 2.73 MB ] | Deposit-taking institutions | XSD file | Leverage Requirements Return (LRR) |
| Validation rules - LRR [ XLSX 28.32 KB ] | Deposit-taking institutions | Validation rules | Leverage Requirements Return (LRR) |
| Change Control Log (LRR) | Deposit-taking institutions | Change control log | Leverage Requirements Return (LRR) |
| Return - LRR [ XLSX 32.64 KB ] | Deposit-taking institutions | Return | Leverage Requirements Return (LRR) |
| Leverage Requirements Return (LRR) | Deposit-taking institutions | Instructions | Leverage Requirements Return (LRR) |
| Annual supplement (tracked changes) LICAT LCA 2023 [ XLSX 603.25 KB ] | Insurance companies | Annual supplement | Life Insurance Capital Adequacy Test (LICAT) |
| Quarterly return (tracked changes) - LICAT LCQ 2023 [ XLSX 257.61 KB ] | Insurance companies | Quarterly return | Life Insurance Capital Adequacy Test (LICAT) |
| Validation rules - LICAT LCA 2023 [ XLSX 175.38 KB ] | Insurance companies | Validation rules | 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) - LICAT LCQ 2020 [ XLSX 211.25 KB ] | Insurance companies | Quarterly return | Life Insurance Capital Adequacy Test (LICAT) |
| 2023 Life Insurance Capital Adequacy Test - Filing Instructions | Insurance companies | Instructions | Life Insurance Capital Adequacy Test (LICAT) |
| Annual supplement (clean) - LICAT LCA 2021 [ XLSX 548.19 KB ] | Insurance companies | Annual supplement | Life Insurance Capital Adequacy Test (LICAT) |
| Validation rules - LICAT LCA 2021 [ XLSX 72.37 KB ] | Insurance companies | Validation rules | Life Insurance Capital Adequacy Test (LICAT) |
| Validation rules - LICAT LCQ 2023 [ XLSX 86.67 KB ] | Insurance companies | Validation rules | 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) |