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 We also have a list of rescinded guidance.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
Capital and Liquidity Treatment of Crypto-asset Exposures (Banking) – Guideline
  • Banks
  • Foreign Bank Branches
  • Trust and Loan Companies
Guideline Capital Adequacy Requirements
Capital Treatment of Crypto-asset Exposures (Insurance) – Guideline
  • Life Insurance and Fraternal Companies
  • Property and Casualty Companies
Guideline Capital Adequacy Requirements
Letter to industry – Changes to treatment of crypto-assets exposures
  • Banks
  • Cooperative Credit Associations
  • Foreign Bank Branches
  • Life Insurance and Fraternal Companies
  • Property and Casualty Companies
  • Trust and Loan Companies
Letter Capital Adequacy Requirements
Pillar 3 Disclosure Guidelines on Crypto-asset Exposures - letter
  • Banks
  • Trust and Loan Companies
Letter Accounting and Disclosure
Capital and Liquidity Treatment of Crypto-asset Exposures Guidelines – Letter
  • Banks
  • Foreign Bank Branches
  • Life Insurance and Fraternal Companies
  • Property and Casualty Companies
  • Trust and Loan Companies
Letter Capital Adequacy Requirements
Frequently asked questions - Crypto assets
  • Banks
  • Cooperative Credit Associations
  • Foreign Bank Branches
  • Life Insurance and Fraternal Companies
  • Property and Casualty Companies
  • Trust and Loan Companies
Frequently asked questions Capital Adequacy Requirements
Capital Adequacy Requirements (CAR) (2026) – Chapter 7 – Settlement and Counterparty Risk
  • Banks
  • Trust and Loan Companies
Guideline Capital Adequacy Requirements
Capital Adequacy Requirements (CAR) (2026) – Chapter 9 – Market Risk
  • Banks
  • Trust and Loan Companies
Guideline Capital Adequacy Requirements
“2025 Annual Update” to the Manual of Financial Reporting Forms and Instructions for Life Insurance Companies and Fraternal Benefit Societies
  • Foreign Insurance Branches
  • Life Insurance and Fraternal Companies
Letter
Pillar 3 Disclosure Guideline for Small and Medium-Sized Deposit-Taking Institutions (SMSBs) (2025)
  • Banks
  • Trust and Loan Companies
Guideline Accounting and Disclosure
Pillar 3 Disclosure Expectations
  • Banks
  • Trust and Loan Companies
Guideline Accounting and Disclosure