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 |
|---|---|---|---|
| Quarterly return (clean) - LICAT 2024 [ XLSX 272.78 KB ] | Insurance companies | Quarterly return | Life Insurance Capital Adequacy Test (LICAT) |
| Mortgage Insurers Supervisory Quarterly Return (MI4) [ XLSX 194.68 KB ] | Insurance companies | Quarterly return | Mortgage Insurance Return and Instructions |
| 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 (2023) - MICAT [ XLSX 140.37 KB ] | Insurance companies | Quarterly return | Mortgage Insurer Capital Adequancy Test (MICAT) |
| Life Supervisory Quarterly Return (LF2) - Tracked changes [ XLSX 280.45 KB ] | Insurance companies | Quarterly return | Life Insurance Return and Instructions |
| Mortgage Insurers Supervisory Quarterly Return (with track changes) [ XLSX 256.59 KB ] | Insurance companies | Quarterly return | Mortgage Insurance Return and Instructions |
| 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 (tracked changes) - LICAT LCQ 2023 [ XLSX 257.61 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 (tracked changes) - LICAT LCQ 2020 [ XLSX 211.48 KB ] | Insurance companies | Quarterly return | Life Insurance Capital Adequacy Test (LICAT) |
| Report - Life insurance key metrics [ XLSX 122.69 KB ] | Insurance companies | Report | Life insurers key metrics (OL) |
| Key Metrics Report for Property and Casualty Insurers [ XLSX 43.75 KB ] | Insurance companies | Report | Property and casualty insurers key metrics (OP) |
| 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 |
| Monthly data return (unstructured) - Market Risk (OSFI-986) [ XLSX 280.75 KB ] | Deposit-taking institutions | Return | Market Risk (OSFI-986) |
| Return - LRR [ XLSX 32.64 KB ] | Deposit-taking institutions | Return | Leverage Requirements Return (LRR) |
| 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) |
| 2024 P&C Minimum Capital Test and Branch Adequacy of Assets Test PC4 instructions | Insurance companies | Return instructions | Property and Casualty Minimum Capital Test and Branch Adequacy of Assets Test (PC4) |