To reflect the changes introduced by the Trust Companies and Savings Companies Act into force on June 13, 2019, the various applications that can be submitted by trust companies to the AMF, whether to become regulated by the new Act, for the right to practise (authorization, review, revocation, etc.) or for their corporate plans (amalgamation, reorganization, amendment of articles, etc.), are being updated.

Changes are likewise being made to the applications that can be submitted by savings companies in order to become regulated by the Act or for their corporate plans (amalgamation, reorganization, amendment of articles, etc.).

The applicable guides and forms are currently being revised.

Information

In the interim, please send any questions about these applications to [email protected]

End of the Information

Interim and annual statement forms and reporting form related to the capital requirements and the Annual Statement on Market Conduct that must be completed by trust companies and savings companies with a licence to practice in Québec in accordance with the Act respecting trust companies and savings companiesThis link will open in a new window, RLRQ, c. S-29.02.

Each trust company and deposit institution (savings companies) must complete the Annual Statement on Market Conduct form (the ‘‘Annual Statement’’) by downloading it from this section.

A trust company authorized to receive deposits must complete only one Annual Statement, the one for deposit institutions, while other trusts must complete the report for trust companies. This obligation appears on your AMF's E-services Disclosure Schedule.

Once completed, the form must be submitted to the E-services under the heading ‘‘Client File/Disclosure Schedule’’ by selecting the ‘‘Annual Statement on Market Conduct’’ no later than May 1 of the following year.

For further information regarding this Annual Statement, please contact the AMF by email at:
[email protected]

Reporting form and instructions related to the capital requirements, and the Annual Statement on Market Conduct prescribed by the AMF for financial services cooperatives that are authorized to exercise activities within Québec under an Act respecting financial services cooperativesThis link will open in a new window, CQLR, c. C-67-3.

Liquidity forms in effect as of June 1, 2026

Intraday liquidity monitoring tools (ILMT)

Stress testing - Intraday liquidity monitoring tools (ST-ILMT)

Liquidity forms in effect as of January 1, 2026

Liquidity Coverage Ratio (LCR)

Net Stable Funding Ratio (NSFR)

Net Cumulative Cash Flow (NCCF) – Comprehensive

Each financial services cooperatives must complete the Annual Statement on Market Conduct form (the ‘‘Annual Statement’’) by downloading it from this section.

Once completed, the form must be submitted to the AMF's E-services under the heading ‘‘Client File/Disclosure Schedul’’ by selecting the ‘‘Annual Statement on Market Conduct’’, no later than May 1 of the following year.

For further information regarding this Annual Statement, please contact the AMF by email at:
[email protected]

Interim and annual statement forms and reporting form related to the capital requirements and the Annual Statement on Market Conduct that must be completed by trust companies and savings companies with a licence to practice in Québec in accordance with the Act respecting trust companies and savings companiesThis link will open in a new window, RLRQ, c. S-29.02.

Each trust company and deposit institution (savings companies) must complete the Annual Statement on Market Conduct form (the ‘‘Annual Statement’’) by downloading it from this section.

A trust company authorized to receive deposits must complete only one Annual Statement, the one for deposit institutions, while other trusts must complete the report for trust companies. This obligation appears on your AMF's E-services Disclosure Schedule.

Once completed, the form must be submitted to the E-services under the heading ‘‘Client File/Disclosure Schedule’’ by selecting the ‘‘Annual Statement on Market Conduct’’ no later than May 1 of the following year.

For further information regarding this Annual Statement, please contact the AMF by email at:
[email protected]

Reporting form and instructions related to the capital requirements, and the Annual Statement on Market Conduct prescribed by the AMF for financial services cooperatives that are authorized to exercise activities within Québec under an Act respecting financial services cooperativesThis link will open in a new window, CQLR, c. C-67-3.

Liquidity forms in effect as of June 1, 2026

Intraday liquidity monitoring tools (ILMT)

Stress testing - Intraday liquidity monitoring tools (ST-ILMT)

Liquidity forms in effect as of January 1, 2026

Liquidity Coverage Ratio (LCR)

Net Stable Funding Ratio (NSFR)

Net Cumulative Cash Flow (NCCF) – Comprehensive

Each financial services cooperatives must complete the Annual Statement on Market Conduct form (the ‘‘Annual Statement’’) by downloading it from this section.

Once completed, the form must be submitted to the AMF's E-services under the heading ‘‘Client File/Disclosure Schedul’’ by selecting the ‘‘Annual Statement on Market Conduct’’, no later than May 1 of the following year.

For further information regarding this Annual Statement, please contact the AMF by email at:
[email protected]