Guidance library
As the regulator for federally regulated financial institutions and private pension plans, we set expectations for operating within the Canadian financial industry. You can find our current guidance in the following list. We also have a list of rescinded guidance.
For guidance on private pension plans, please see Administering pension plans.
How to use this list
You can search by using one or more of the filters. The more filters you use, the narrower your search.
The “keywords” filter will search page titles and content. For example, you can search by the guideline number (such as B-10).
Alternatively, learn how our guidance relates to our mandate.
| Date | Title | Sector | Publication type | Category |
|---|---|---|---|---|
| “2025 Annual Update” to the Manual of Financial Reporting Forms and Instructions for Life Insurance Companies and Fraternal Benefit Societies |
|
Letter | ||
| “2025 Annual Update” to the Manual of Financial Reporting Forms and Instructions for Property and Casualty Insurance Companies |
|
Letter | ||
| “2025 Annual Update” to the Manual of Financial Reporting Forms and Instructions for Canadian Mortgage Insurance Companies |
|
Letter | ||
| “2025 Annual update” to the Manual of Reporting Forms and Instructions for Deposit-Taking Institutions |
|
Letter | ||
| Final Guideline B-2 and Guideline B-3 |
|
Letter | Prudential Limits and Restrictions | |
| Life Insurance Capital Adequacy Test (LICAT) 2025 – Letter |
|
Letter | Capital Adequacy Requirements | |
| Life Insurance Capital Adequacy Test (2025) – Letter |
|
Letter | ||
| Data Collection Modernization Initiative Progress Update and Upcoming Priorities |
|
Letter | Supervisory Advisories | |
| Internal capital adequacy assessment process expectations and related internal audit requirements |
|
Letter | Supervisory Advisories | |
| Guideline: Assurance on Capital, Leverage and Liquidity Returns |
|
Letter | Accounting and Disclosure | |
| Update on the Development of a New Approach for Determining Regulatory Capital Requirements for Segregated Fund Guarantee (SFG) Risk |
|
Letter | ||
| Pillar 3 Disclosure Guidelines on Crypto-asset Exposures - letter |
|
Letter | Accounting and Disclosure | |
| Draft Capital Adequacy Requirements Guideline (2026) – Letter |
|
Letter | Capital Adequacy Requirements | |
| Letter to Industry – We are Updating Guideline B-15 for the Final CSSB Standards |
|
Letter | ||
| OSFI consults on updates to the Liquidity Adequacy Requirements Guideline |
|
Letter | Capital Adequacy Requirements | |
| OSFI exempts uninsured mortgage straight switches from the prescribed MQR and implements portfolio LTI limits |
|
Letter | Sound Business and Financial Practices | |
| Letter to industry – OSFI’s policy plan |
|
Letter |