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 Supplementary Quarterly Return (LF4) [ XLSX 855.62 KB ] | Insurance companies | Supplementary return | Life Insurance Return and Instructions |
| Mortgage Insurance Return – Section III – Definitions | Insurance companies | Definitions | Mortgage Insurance Return and Instructions |
| Quarterly return (2024) - P&C Minimum Capital Test and Branch Adequacy of Assets Test [ XLSX 229.92 KB ] | Insurance companies | Quarterly return | Property and Casualty Minimum Capital Test and Branch Adequacy of Assets Test (PC4) |
| 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) |
| Unpaid Claims and Loss Ratio Analysis Exhibit (UCLRE/PC5) | Insurance companies | Instructions | Unpaid Claims and Loss Ratio Analysis Exhibit (UCLRE/PC5) |
| 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) |
| 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 |
| Life Core Financial Quarterly Return (LF1) - Tracked changes [ XLSX 181.22 KB ] | Insurance companies | Core return | Life Insurance Return and Instructions |
| Key Metrics Report for Property and Casualty Insurers [ XLSX 43.75 KB ] | Insurance companies | Report | Property and casualty insurers key metrics (OP) |
| Property and casualty insurance return – Section I – Introduction | Insurance companies | Instructions | Property and casualty insurance return |
| Earthquake Exposure Data Form Instructions | Insurance companies | Instructions | Earthquake Exposure Data |
| Mortgage Insurers Supervisory Quarterly Return (with track changes) [ XLSX 256.59 KB ] | Insurance companies | Quarterly return | Mortgage Insurance Return and Instructions |
| Solo Capital Return | Insurance companies | Instructions | Solo Capital Return |
| PC5 Sample XML (ULCRE/PC5) [ XML 10.21 KB ] | Insurance companies | XML file | Unpaid Claims and Loss Ratio Analysis Exhibit (UCLRE/PC5) |
| Mortgage Insurers Core Financial Statement Return (with track changes) [ XLSX 150.98 KB ] | Insurance companies | Core return | Mortgage Insurance Return and Instructions |
| Quarterly return (clean) - LICAT LCQ 2020 [ XLSX 211.25 KB ] | Insurance companies | Quarterly return | Life Insurance Capital Adequacy Test (LICAT) |
| Life Insurance Return – Section III – Definitions | Insurance companies | Definitions | Life Insurance Return and Instructions |