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Save the date for our second Quarterly Release
… Estate (CRE) Lending Regulatory Notice on Culture Risk Management Final Liquidity and Adequacy Requirements (LAR) …
Basics of guidance
Basics of guidance Why we develop guidance Guidance outlines best practices that OSFI expects financial institutions to follow. The guidelines and advice we provide set standards for industry activities and behavior. Our guidance helps financial …
Register for OSFI’s second Quarterly Release Industry Day
… 1:30 pm to 2:15 pm Regulatory Notice on Culture Risk Management 2:15 pm to 2:40 pm Minimum Qualifying Rate (MQR) …
OSFI-658 – Required Roles and Contact Information Return
… "Chief Risk Officer" means the head of the FRFI's risk management function, an individual responsible for the …
Reminder to update contact information (May 2021)
Reminder to update contact information (May 2021) Past newsletter articles Annual filing requirements Defined benefit plans Defined contribution plans Electronic communication is the method most used to communicate important changes and requirements to …
Scenario testing in Defined Benefit Pension Plans - A good practice
Scenario testing in Defined Benefit Pension Plans - A good practice Past newsletter articles Governance Defined benefit plans Changes in financial markets and economic conditions have the potential to adversely impact financial institutions and other …
Delegations and Transfers between Jurisdictions
Delegations and Transfers between Jurisdictions Past newsletter articles Registrations Defined benefit plans Defined contribution plans Pension plans which cover both employees subject to federal pension legislation as well as members subject to …
Appointed Actuary’s Report Discount Curve (PC6)
Appointed Actuary’s Report Discount Curve (PC6) Return files PC6 - Return template (XLSX, 47.43 KB) PC6 - Business and data definitions (XLSX, 523.91 KB) PC6 - XML file (XML, 6.88 KB) PC6 - XSD file (XSD, 10.68 KB) General instructions Insurers should …
Actuarial Information Summary
… Line 047 : Enter the information for active investment management expenses, reflecting the additional expenses in excess of the passive investment management expenses (to be entered on line 048) due to the plan pursuing an active investment management strategy. Line 048 : Enter the information for …
Trademark restrictions
Trademark restrictions The Canadian Intellectual Property Office processes applications for trademarks in Canada under the Trademarks Act . However, a proposed trademark may include words that are restricted by other legislation in Canada. We’re also …
Administering pension plans
… that plan administrators are responsible for the plan's management and that pension plans can experience financial …
Actuarial guide revisions
… performed by plan administrators to inform better risk management Further clarifications of OSFI's position on …
Adding, Editing, or Removing an RRS Portal User or Local Registration Authority
Adding, Editing, or Removing an RRS Portal User or Local Registration Authority Past newsletter articles Annual filing requirements Defined benefit plans Defined contribution plans Pooled registered pension plan The Regulatory Reporting System (RRS) used …
Recently posted
Recently posted Search Topics - Any - Banks Careers at OSFI Climate change Culture and behaviour risk Digital innovation Foreign bank branches Housing market Integrity and security Life insurance companies and fraternal benefit societies OCA independent …
Digital Innovation Open Door
… Open finance Quantum computing in financial services Risk management of machine learning in third parties Sandbox Smart …