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 |
| Report - Life insurance key metrics [ XLSX 122.69 KB ] | Insurance companies | Report | Life insurers key metrics (OL) |
| 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) |
| Property and Casualty - Memorandum to the Appointed Actuary 2022 | Insurance companies | Memorandum | Property and Casualty - Memorandum to the Appointed Actuary 2022 |
| 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) |
| 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 |
| Annual return – UCLRE [ XLSX 50.87 KB ] | Insurance companies | Annual return | Unpaid Claims and Loss Ratio Analysis Exhibit (UCLRE/PC5) |
| Life Core Financial Quarterly Return (LF1) - Tracked changes [ XLSX 181.22 KB ] | Insurance companies | Core return | Life Insurance Return and Instructions |
| Peer review information - 2022 Life Memorandum to the Appointed Actuary [ XLSX 34.9 KB ] | Insurance companies | Peer review information | Life Memorandum to the Appointed Actuary (2022) |
| Mortgage Insurers Supervisory Quarterly Return (with track changes) [ XLSX 256.59 KB ] | Insurance companies | Quarterly return | Mortgage Insurance Return and Instructions |
| Key Metrics Report – P&C insurers | Insurance companies | Instructions | Property and casualty insurers key metrics (OP) |
| 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 |
| Annual supplement (clean) - LICAT LCA 2021 [ XLSX 548.19 KB ] | Insurance companies | Annual supplement | Life Insurance Capital Adequacy Test (LICAT) |