Capital Adequacy Requirements (CAR) Guideline

Document Properties

  • Type of Publication: Guideline Impact Analysis Statement
  • Date: November 2017
  • Reference: Guideline for Banks/BHC/T&L/CRA

I. Background

OSFI’s CAR guideline provides a framework for assessing the capital adequacy of banks, bank holding companies, federally regulated trust and loan companies and cooperative retail associations.

II. Problem Identification

The CAR guideline is updated periodically as needed to ensure that capital requirements continue to reflect underlying risks and developments in the financial industry.

III. Objectives

OSFI’s objective is to ensure that the guideline remains comprehensive and that the requirements reflect the underlying risk. Specifically, the proposed revisions will:

  • Clarify how allowances are to be treated for capital purposes in the CAR Guideline given the adoption of IFRS 9.
  • Clarify how the G-SIB surcharge interacts with the D-SIB surcharge.
  • Provide other clarifications throughout the guideline to improve readability and consistency in application.

IV. Consultations

OSFI issued the revised CAR guideline for public consultation in August 2017.  A summary of material comments received from industry stakeholders and an explanation of how they have been addressed has been provided along with the final Guideline.

V. Recommendations

It is recommended that the CAR guideline be updated to ensure capital requirements continue to reflect underlying risk and to provide clarification on OSFI’s expectations around the aforementioned requirements.

VI. Implementation

The final version of the guideline will be effective November 1, 2017/January 1, 2018Footnote 1.

Footnotes

Footnote 1

For institutions with a fiscal year ending October 31 or December 31, respectively

Return to footnote 1