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
Property and casualty insurance return – Section V – Jurisdictional Requirements Insurance companies Instructions Property and casualty insurance return
Selected Structured Statistics (Y3) Deposit-taking institutions Instructions Selected Structured Statistics (Y3)
Retail IRB Credit Parameter Data Call (DT4) Deposit-taking institutions Instructions Retail IRB Parameter Data Call (DT4)
Allowance Continuity Report (C3) Deposit-taking institutions Instructions Allowance Continuity Report (C3)
Property and casualty insurance return – Section II – Filing Requirements Insurance companies Instructions Property and casualty insurance return
Business Specifications for the Climate-Related Risk Returns for Deposit-Taking Institutions Deposit-taking institutions Instructions Climate-related risk returns
Mortgage Insurance Return – Section I – Introduction Insurance companies Introduction Mortgage Insurance Return and Instructions
Life Insurance Return – Section I – Introduction Insurance companies Introduction Life Insurance Return and Instructions
Mortgage Insurance Return – Section V – Jurisdictional Requirements Insurance companies Jurisdictional requirements Mortgage Insurance Return and Instructions
Life Insurance Return – Section V – Jurisdictional Requirements Insurance companies Jurisdictional requirements Life Insurance Return and Instructions
Property and Casualty - Memorandum to the Appointed Actuary 2022 Insurance companies Memorandum Property and Casualty - Memorandum to the Appointed Actuary 2022
IFRS 17 Property and Casualty Memorandum to the Appointed Actuary - 2023 Insurance companies Memorandum IFRS 17 Property and Casualty Memorandum to the Appointed Actuary - 2023
Life Memorandum to the Appointed Actuary (2022) Insurance companies Memorandum Life Memorandum to the Appointed Actuary (2022)
IFRS 17 Life Memorandum to the Appointed Actuary - 2023 Insurance companies Memorandum IFRS 17 Life Memorandum to the Appointed Actuary - 2023
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)
Provincial return (LFPROV) - Tracked changes [ XLSX 180.1 KB ] Insurance companies Provincial return Life Insurance Return and Instructions
Mortgage Insurers Provincial Annual Return (with track changes) [ XLSX 71.77 KB ] Insurance companies Provincial return Mortgage Insurance Return and Instructions
Provincial return (LFPROV) - Clean [ XLSX 100.17 KB ] Insurance companies Provincial return Life Insurance Return and Instructions
Mortgage Insurers Provincial Annual Return (MIPROV) [ XLSX 47.29 KB ] Insurance companies Provincial return Mortgage Insurance Return and Instructions
Quarterly return (tracked changes) - LICAT LCQ 2020 [ XLSX 211.48 KB ] Insurance companies Quarterly return Life Insurance Capital Adequacy Test (LICAT)