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 |
|---|---|---|---|
| Life Memorandum to the Appointed Actuary (2022) | Insurance companies | Memorandum | Life Memorandum to the Appointed Actuary (2022) |
| Life Insurance Return – Section II – Filing Requirements | Insurance companies | Filing requirements | Life Insurance Return and Instructions |
| Property and casualty insurance return – Section IV – Detailed Instructions | Insurance companies | Instructions | Property and casualty insurance return |
| 2023 Life Insurance Capital Adequacy Test - Filing Instructions | Insurance companies | Instructions | Life Insurance Capital Adequacy Test (LICAT) |
| Life Supervisory Annual Return (LF3) - Validation rules [ XLSX 82.66 KB ] | Insurance companies | Validation rules | Life Insurance Return and Instructions |
| Mortgage Insurance Return – Section III – Definitions | Insurance companies | Definitions | Mortgage Insurance Return and Instructions |
| P&C Minimum Capital Test and Branch Adequacy of Assets Test Validation Rules [ XLSX 58.04 KB ] | Insurance companies | Validation rules | Property and Casualty Minimum Capital Test and Branch Adequacy of Assets Test (PC4) |
| Life Supplementary Quarterly Return (LF4) [ XLSX 855.62 KB ] | Insurance companies | Supplementary return | Life Insurance Return and Instructions |
| MI5 Supervisory Annual Return Validation Rules [ XLSX 27.06 KB ] | Insurance companies | Validation rules | Mortgage Insurance Return and Instructions |
| Quarterly return (clean) - LICAT LCQ 2023 [ XLSX 254.04 KB ] | Insurance companies | Quarterly return | Life Insurance Capital Adequacy Test (LICAT) |
| Life Insurance Return – Section VI – Change Control Log | Insurance companies | Change control log | Life Insurance Return and Instructions |
| Validation rules - LICAT LCA 2023 [ XLSX 175.38 KB ] | Insurance companies | Validation rules | Life Insurance Capital Adequacy Test (LICAT) |
| Unpaid Claims and Loss Ratio Analysis Exhibit (UCLRE/PC5) | Insurance companies | Instructions | Unpaid Claims and Loss Ratio Analysis Exhibit (UCLRE/PC5) |
| Sample return - Life insurers KMPG (OL) 2024 [ XLSX 122.56 KB ] | Insurance companies | Sample return | Life insurers key metrics (OL) |
| Life Supervisory Quarterly Return (LF2) - Tracked changes [ XLSX 280.45 KB ] | Insurance companies | Quarterly return | Life Insurance Return and Instructions |
| Property and casualty insurance return – Section I – Introduction | Insurance companies | Instructions | Property and casualty insurance return |
| Key Metrics Report for Property and Casualty Insurers [ XLSX 43.75 KB ] | Insurance companies | Report | Property and casualty insurers key metrics (OP) |
| Life Core Financial Quarterly Return (LF1) - Tracked changes [ XLSX 181.22 KB ] | Insurance companies | Core return | Life Insurance Return and Instructions |
| Earthquake Exposure Data Form Instructions | Insurance companies | Instructions | Earthquake Exposure Data |
| Solo Capital Return | Insurance companies | Instructions | Solo Capital Return |