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
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
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 supplement (tracked changes) LICAT LCA 2023 [ XLSX 603.25 KB ] Insurance companies Annual supplement Life Insurance Capital Adequacy Test (LICAT)
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)
Appendix - L3 [ XLS 53 KB ] Deposit-taking institutions Appendix Operational Loss Event Data Reporting (L3)
Change Control Log (K3) Deposit-taking institutions Change control log Supplementary Return for Foreign Bank Branches (K3)
Change Control Log (K4) Deposit-taking institutions Change control log Deposit Liabilities (K4)
Change Control Log (B2) Deposit-taking institutions Change control log Securities (B2)
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 (I3) Deposit-taking institutions Change control log Interest Rate Risk (I3)
Mortgage Insurance Return – Section VI – Change Control Log Insurance companies Change control log Mortgage Insurance Return and Instructions
Change Control Log (A3) Deposit-taking institutions Change control log Trading Income and Income from GoC Securities Trading (A3)
Change Control Log (Y3) Deposit-taking institutions Change control log Selected Structured Statistics (Y3)