Guidance library
As the regulator for federally regulated financial institutions and private pension plans, we set expectations for operating within the Canadian financial industry.
For guidance on private pension plans, please see Administering pension plans.
How to use this list
You can search by using one or more of the filters. The more filters you use, the narrower your search.
The “keywords” filter will search page titles and content. For example, you can search by the guideline number (such as B-10).
Date | Title | Sector | Publication type | Category |
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Capital Adequacy Requirements (CAR) (2024) - Chapter 8 – Credit Valuation Adjustment (CVA) Risk |
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Guideline | Capital Adequacy Requirements | |
Capital Adequacy Requirements (CAR) (2024) - Chapter 9 – Market Risk |
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Guideline | Capital Adequacy Requirements | |
Domestic Stability Buffer - Decision Summary Note | Capital Adequacy Requirements | |||
Final Amendments to Pillar 3 Disclosure Guidelines for Domestic Systemically Important Banks (D-SIBs) and Small and Medium-Sized Deposit Taking Institutions (SMSBs) |
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Letter | Accounting and Disclosure | |
Updates to the Administrative Procedures for Late and Erroneous Filing Penalty Framework |
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Letter | Sound Business and Financial Practices | |
OSFI consults on disclosure of FRFIs' crypto-asset exposures |
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Letter | ||
"2023 Annual update" to the Manual of Reporting Forms and Instructions for Deposit-taking Institutions |
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Letter | ||
Pillar 3 Disclosure Guideline for Domestic Systemically Important Banks (D-SIBs) - Guideline (2024) |
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Guideline | Accounting and Disclosure | |
Pillar 3 Disclosure Guideline for Small and Medium-Sized Deposit-Taking Institutions (SMSBs) - Guideline (2024) |
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Guideline | Accounting and Disclosure | |
OSFI maintains the level of the Domestic Stability Buffer at 3.50% - Letter (2023) | Letter | Capital Adequacy Requirements | ||
Minimum Capital Test 2024 – Adjustments and clarifications |
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Adjustments and clarifications | Capital Adequacy Requirements | |
Minimum Capital Test - Guideline (2024) |
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Guideline | Capital Adequacy Requirements | |
Mortgage Insurer Capital Adequacy Test - Guideline (2024) |
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Guideline | Capital Adequacy Requirements | |
Life Insurance Capital Adequacy Test - Guideline (2024) |
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Guideline | Capital Adequacy Requirements | |
Life Insurance Capital Adequacy Test (2024) – Chapter 1 Overview and General Requirements |
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Guideline | Capital Adequacy Requirements | |
Life Insurance Capital Adequacy Test (2024) – Chapter 2 Available Capital |
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Guideline | Capital Adequacy Requirements | |
Life Insurance Capital Adequacy Test (2024) – Chapter 3 Credit Risk – On-Balance Sheet Items |
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Guideline | Capital Adequacy Requirements | |
Life Insurance Capital Adequacy Test (2024) – Chapter 4 Credit Risk – Off-Balance Sheet Activities |
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Guideline | Capital Adequacy Requirements | |
Life Insurance Capital Adequacy Test (2024) – Chapter 5 Market Risk |
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Guideline | Capital Adequacy Requirements | |
Life Insurance Capital Adequacy Test (2024) – Chapter 6 Insurance Risk |
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Guideline | Capital Adequacy Requirements | |
Life Insurance Capital Adequacy Test (2024) – Chapter 7 Segregated Fund Guarantee Risk |
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Guideline | Capital Adequacy Requirements | |
Life Insurance Capital Adequacy Test (2024) – Chapter 8 Operational Risk |
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Guideline | Capital Adequacy Requirements | |
Life Insurance Capital Adequacy Test (2024) – Chapter 9 Participating and Adjustable Products |
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Guideline | Capital Adequacy Requirements | |
Life Insurance Capital Adequacy Test (2024) – Chapter 10 Credit for Reinsurance |
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Guideline | Capital Adequacy Requirements | |
Life Insurance Capital Adequacy Test (2024) – Chapter 11 Aggregation and Diversification of Risks |
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Guideline | Capital Adequacy Requirements | |
Life Insurance Capital Adequacy Test (2024) – Chapter 12 Life Insurers Operating in Canada on a Branch Basis |
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Guideline | Capital Adequacy Requirements | |
Integrity and Security - Guideline |
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Guideline | Sound Business and Financial Practices | |
Integrity and Security - Letter |
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Letter | Sound Business and Financial Practices | |
Consequential amendments to Guidelines B-10 and B-13 related to foreign branches |
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Letter | Sound Business and Financial Practices | |
2024 Memorandum - Earthquake Exposure Data |
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Letter | ||
Life Insurance Capital Adequacy Test 2024 – Adjustments and clarifications |
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Adjustments and clarifications | Capital Adequacy Requirements | |
Reinforcing residential mortgage risk management practices |
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Regulatory notice | Sound Business and Financial Practices | |
Notice of changes to minimum base assessments |
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Letter | ||
Property and Casualty Large Insurance Exposures and Investment Concentration |
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Guideline | Prudential Limits and Restrictions | |
Sound Reinsurance Practices and Procedures – Guideline (2025) |
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Guideline | Sound Business and Financial Practices |