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 |
|---|---|---|---|
| Unpaid claims and loss ratio analysis exhibit [ XLSX 33.19 KB ] | Insurance companies | Analysis exhibit | Property and Casualty - Memorandum to the Appointed Actuary 2022 |
| Life Supervisory Annual Return (LF3) - Tracked changes [ XLSX 410.93 KB ] | Insurance companies | Annual return | Life Insurance Return and Instructions |
| Mortgage Insurers Supervisory Annual Return (with track changes) [ XLSX 221.75 KB ] | Insurance companies | Annual return | Mortgage Insurance Return and Instructions |
| Annual return – UCLRE [ XLSX 50.87 KB ] | Insurance companies | Annual return | Unpaid Claims and Loss Ratio Analysis Exhibit (UCLRE/PC5) |
| Life Supervisory Annual Return (LF3) - Clean [ XLSX 277.35 KB ] | Insurance companies | Annual return | Life Insurance Return and Instructions |
| Mortgage Insurers Supervisory Annual Return (MI5) [ XLSX 146.28 KB ] | Insurance companies | Annual return | Mortgage Insurance Return and Instructions |
| Annual supplement (clean) - LICAT LCA 2021 [ XLSX 548.19 KB ] | Insurance companies | Annual supplement | Life Insurance Capital Adequacy Test (LICAT) |
| Annual supplement (tracked changes) - LICAT LCA 2021 [ XLSX 548.28 KB ] | Insurance companies | Annual supplement | Life Insurance Capital Adequacy Test (LICAT) |
| Annual supplement (clean) - LICAT LCA 2023 [ XLSX 507.47 KB ] | Insurance companies | Annual supplement | Life Insurance Capital Adequacy Test (LICAT) |
| Annual supplement (tracked changes) LICAT LCA 2023 [ XLSX 603.25 KB ] | Insurance companies | Annual supplement | Life Insurance Capital Adequacy Test (LICAT) |
| Appendix - L3 [ XLS 53 KB ] | Deposit-taking institutions | Appendix | Operational Loss Event Data Reporting (L3) |
| Change Control Log (R2) | Deposit-taking institutions | Change control log | Regional Distribution Assets and Liabilities (R2) |
| Change Control Log (C1) | Deposit-taking institutions | Change control log | Charge for Impairment (C1) |
| Change Control Log (M4) | Deposit-taking institutions | Change control log | Balance Sheet (M4) |
| Change Control Log (A2) | Deposit-taking institutions | Change control log | Non Mortgage Loans (A2) |
| Report on New and Existing Lending (A4) - Change Control Log | Deposit-taking institutions | Change control log | Report on New and Existing Lending (A4) |
| Net Stable Funding Ratio Return (DT1) — Change Control Log | Deposit-taking institutions | Change control log | Net Stable Funding Ratio Reporting (DT1) |
| Change Control Log (K4) | Deposit-taking institutions | Change control log | Deposit Liabilities (K4) |
| Change Control Log (H4) | Deposit-taking institutions | Change control log | Collateral and Pledging Report (H4) |
| Change Control Log (E2) | Deposit-taking institutions | Change control log | Mortgage Loans Report (E2) |