Revised Replicating Portfolio Information Summary Guide and Form

OSFI has posted a revised instruction guide to assist administrators of pension plans with defined benefit provisions registered or having filed an application for registration under the Pension Benefits Standards Act, 1985, in completing the Replicating Portfolio Information Summary (RPIS). A revised RPIS has also been posted to be consistent with the form accessed through the Regulatory Reporting System, which was updated in November 2017. The revised instruction guide updates the previous one published in April 2016. The revisions to the instruction guide reflect the recent changes made to the RPIS and include modifications that streamline the information and make it more user-friendly.