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 We also have a list of rescinded guidance.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
OSFI’s Intelligence-led Cyber Resilience Testing (I-CRT) Framework
  • Banks
  • Foreign Bank Branches
  • Life Insurance and Fraternal Companies
  • Property and Casualty Companies
  • Trust and Loan Companies
Advisory Sound Business and Financial Practices
OSFI releases final Guideline B-13 – Technology and Cyber Risk Management - Letter (2022)
  • Banks
  • Foreign Bank Branches
  • Trust and Loan Companies
  • Life Insurance and Fraternal Companies
  • Property and Casualty Companies
Letter Prudential Limits and Restrictions
OSFI technology and cyber incident report – Detailed instructions
  • Banks
  • Foreign Bank Branches
  • Life Insurance and Fraternal Companies
  • Property and Casualty Companies
  • Trust and Loan Companies
Instructions
Technology and Cyber Risk Management
  • Banks
  • Foreign Bank Branches
  • Foreign Insurance Branches
  • Life Insurance and Fraternal Companies
  • Property and Casualty Companies
  • Trust and Loan Companies
Guideline Sound Business and Financial Practices
Technology and Cyber Security Incident Reporting
  • Banks
  • Foreign Bank Branches
  • Life Insurance and Fraternal Companies
  • Property and Casualty Companies
  • Trust and Loan Companies
Advisory Supervisory Advisories
Technology and cyber risk management self-assessment tool
  • Banks
  • Foreign Bank Branches
  • Foreign Insurance Branches
  • Life Insurance and Fraternal Companies
  • Property and Casualty Companies
  • Trust and Loan Companies
Assessment tool Sound Business and Financial Practices
Third-Party Risk Management Guideline
  • Banks
  • Foreign Bank Branches
  • Foreign Insurance Branches
  • Life Insurance and Fraternal Companies
  • Property and Casualty Companies
  • Trust and Loan Companies
Guideline Sound Business and Financial Practices
Technology and cyber incident reporting Letter Supervisory Advisories
Integrity and Security - Guideline
  • Banks
  • Cooperative Credit Associations
  • Foreign Bank Branches
  • Foreign Insurance Branches
  • Life Insurance and Fraternal Companies
  • Property and Casualty Companies
  • Trust and Loan Companies
Guideline Sound Business and Financial Practices
Operational Risk Management and Resilience – Guideline
  • Banks
  • Cooperative Credit Associations
  • Foreign Bank Branches
  • Foreign Insurance Branches
  • Life Insurance and Fraternal Companies
  • Property and Casualty Companies
  • Trust and Loan Companies
Guideline Sound Business and Financial Practices
Capital Treatment of Crypto-asset Exposures (Insurance) – Guideline
  • Life Insurance and Fraternal Companies
  • Property and Casualty Companies
Guideline Capital Adequacy Requirements
Capital and Liquidity Treatment of Crypto-asset Exposures (Banking) – Guideline (2027)
  • Banks
  • Foreign Bank Branches
  • Trust and Loan Companies
Guideline Capital Adequacy Requirements, Liquidity Adequacy Requirements
Capital and Liquidity Treatment of Crypto-asset Exposures (Banking) – Guideline (2026)
  • Banks
  • Foreign Bank Branches
  • Trust and Loan Companies
Guideline Capital Adequacy Requirements, Liquidity Adequacy Requirements
Consequential amendments to Guidelines B-10 and B-13 related to foreign branches
  • Banks
  • Foreign Bank Branches
  • Foreign Insurance Branches
  • Life Insurance and Fraternal Companies
  • Property and Casualty Companies
  • Trust and Loan Companies
Letter Sound Business and Financial Practices
Regulatory notice on using natural catastrophe bonds in the Minimum Capital Test guideline
  • Property and Casualty Companies
Regulatory notice Capital Adequacy Requirements
Guideline E-23 – Model Risk Management (2027)
  • Banks
  • Foreign Bank Branches
  • Life Insurance and Fraternal Companies
  • Property and Casualty Companies
  • Trust and Loan Companies
Guideline Sound Business and Financial Practices