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 We also have a list of rescinded guidance.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 |
|---|---|---|---|---|
| Minimum Capital Test - Guideline (2024) |
|
Guideline | Capital Adequacy Requirements | |
| Capital Treatment of Crypto-asset Exposures (Insurance) – Guideline |
|
Guideline | Capital Adequacy Requirements | |
| Assurance on Capital, Leverage and Liquidity Returns - Guideline (2022) |
|
Guideline | Accounting and Disclosure | |
| Regulatory Capital and Internal Capital Targets (2025) |
|
Guideline | Capital Adequacy Requirements | |
| Life Insurance Capital Adequacy Test (2024) – Chapter 6 Insurance Risk |
|
Guideline | Capital Adequacy Requirements | |
| Life Insurance Capital Adequacy Test (2025) – Chapter 6 Insurance Risk |
|
Guideline | Capital Adequacy Requirements | |
| Earthquake Exposure Sound Practices - Guideline (2013) |
|
Guideline | Prudential Limits and Restrictions | |
| Asset Securitization - Guideline (2018) |
|
Guideline | Prudential Limits and Restrictions | |
| Appointed Actuary: Legal Requirements, Qualifications and Peer Review – Guideline (2023) |
|
Guideline | Sound Business and Financial Practices | |
| Sound Reinsurance Practices and Procedures – Guideline (2025) |
|
Guideline | Sound Business and Financial Practices | |
| Property and Casualty Large Insurance Exposures and Investment Concentration |
|
Guideline | Prudential Limits and Restrictions | |
| Life Insurance Capital Adequacy Test (2025) – Chapter 5 Market Risk |
|
Guideline | Capital Adequacy Requirements | |
| Life Insurance Capital Adequacy Test (2024) – Chapter 5 Market Risk |
|
Guideline | Capital Adequacy Requirements |