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 |
|---|---|---|---|
| Pledging and Repos (U3) | Deposit-taking institutions | Instructions | Pledging and Repos (U3) |
| Property and Casualty - Memorandum to the Appointed Actuary 2022 | Insurance companies | Memorandum | Property and Casualty - Memorandum to the Appointed Actuary 2022 |
| Property and casualty insurance return | Insurance companies | Instructions | Property and casualty insurance return |
| Property and casualty insurance return – Section I – Introduction | Insurance companies | Instructions | Property and casualty insurance return |
| Property and casualty insurance return – Section II – Filing Requirements | Insurance companies | Instructions | Property and casualty insurance return |
| Property and casualty insurance return – Section III – Definitions | Insurance companies | Instructions | Property and casualty insurance return |
| Property and casualty insurance return – Section IV – Detailed Instructions | Insurance companies | Instructions | Property and casualty insurance return |
| Property and casualty insurance return – Section V – Jurisdictional Requirements | Insurance companies | Instructions | Property and casualty insurance return |
| Property and casualty insurance return – Section VI – Change Control Log | Insurance companies | Change control log | Property and casualty insurance return |
| Provincial return (LFPROV) - Clean [ XLSX 100.17 KB ] | Insurance companies | Provincial return | Life Insurance Return and Instructions |
| Provincial return (LFPROV) - Tracked changes [ XLSX 180.1 KB ] | Insurance companies | Provincial return | Life Insurance Return and Instructions |
| Quarterly return (2023) - MICAT [ XLSX 140.37 KB ] | Insurance companies | Quarterly return | Mortgage Insurer Capital Adequancy Test (MICAT) |
| Quarterly return (2024) - P&C Minimum Capital Test and Branch Adequacy of Assets Test [ XLSX 229.92 KB ] | Insurance companies | Quarterly return | Minimum Capital Test |
| Quarterly return (clean) - LICAT 2024 [ XLSX 272.78 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 LCQ 2023 [ XLSX 254.04 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 (tracked changes) - LICAT LCQ 2020 [ XLSX 211.48 KB ] | Insurance companies | Quarterly return | 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) |
| Regional Distribution Assets and Liabilities (R2) | Deposit-taking institutions | Instructions | Regional Distribution Assets and Liabilities (R2) |