• Life annual and interim returns instructions This link will open in a new window
  • LIFE annual return This link will open in a new window
  • Attestation of Compliance of Versions – Annual Return (LIFE / OSFI-86 / OSFI-87) (pdf - 137 KB)This link will open in a new windowUpdated on 30 September 2014"attestation, compliance, annual"
  • LIFE interim return This link will open in a new window
  • Attestation of Compliance of Versions - Interim Return (pdf - 147 KB)This link will open in a new windowUpdated on 4 June 2015"attestation, compliance, versions, interim return"
  • Attestation of Compliance of Versions (pdf - 11 KB)This link will open in a new windowUpdated on 4 June 2015"attestation, compliance, interim return" – (CARLI, LICAT)
  • Instructions relatives à l'état annuel et au rapport de l'actuaire des compagnies d'assurance funéraire (Available in French only)
  • État annuel - Compagnies d'assurance funéraire à charte du Québec (Available in French only)

2020

• Notice relating to the filing of the interim return and other documents for the six months ending June 30, 2020 – Insurers of persons («life and health insurers») authorized to carry on activities in Québec (pdf - 19 KB)This link will open in a new windowUpdated on 22 June 2020
• Notice of the Authority relating to filing of interim return and other documents for the half year ending April 30, 2020 – Insurers of persons (life and health insurers) authorized to carry on activities in Quebec (pdf - 295 KB)This link will open in a new windowUpdated on 28 April 2020 April 2020

2019

• Notice relating to the filing of the annual returns and other documents for the fiscal year ending December 31, 2019 – Insurers of persons ( life and health insurers) authorized to carry on activities in Quebec (pdf - 632 KB)This link will open in a new windowUpdated on 9 December 2019 December 2019
• Notice relating to the filing of the annual return and other documents for the fiscal year ending October 31, 2019 – Insurers of persons (life and health insurers) authorized to carry on activities in Quebec (pdf - 492 KB)This link will open in a new windowUpdated on 29 October 2019 October 2019
• Notice of the Authority relating to filing of interim return and other documents for the half year ending June 30, 2019 – Insurers of persons (life and health insurers) authorized to carry on activities in Quebec - (June 2019) (pdf - 279 KB)This link will open in a new windowJune 2019
• Notice of the Authority relating to filing of interim return and other documents for the half year ending April 30, 2019 – Insurers of persons licensed in Quebec (pdf - 89 KB)This link will open in a new windowApril 2019

2018

• Notice of the Authority relating to filing of annual return and other documents for the fiscal year ending December 31, 2018 – Insurers of persons licensed in Quebec (pdf - 170 KB)This link will open in a new windowDecember 2018
• Notice of the Authority relating to filing of annual return and other documents for the fiscal year ending October 31, 2018 (pdf - 309 KB)This link will open in a new windowOctober 2018
• Notice of the Authority relating to filing of interim return and other documents for the half year ending June 30, 2018 (pdf - 20 KB)This link will open in a new windowJune 2018
• Notice of the Authority relating to filing of interim returns and other documents for the half year ending April 30, 2018 (pdf - 33 KB)This link will open in a new windowApril 2018

2017

• Notice of the Authority relating to filing of annual returns and other documents for the fiscal year ending December 31, 2017 (pdf - 53 KB)This link will open in a new windowDecember 2017
• Notice of the Authority relating to filing of annual returns and other documents for the fiscal year ended October 31, 2017 (pdf - 65 KB)This link will open in a new windowOctober 2017
• Notice of the Authority relating to filing of interim returns and other documents for the half year ending June 30, 2017 (pdf - 67 KB)This link will open in a new windowJune 2017
• Notice of the Authority relating to filing of interim returns and other documents for the half year ending April 30, 2017 (pdf - 174 KB)This link will open in a new windowApril 2017

2016

• Notice of the Autorité relating to filing of annual returns and other documents for the fiscal year ending December 31, 2016 (pdf - 423 KB)This link will open in a new windowDecember 2016
• Notice of the Authority relating to filing of annual returns and other documents for the fiscal year ending October 31, 2016 (pdf - 246 KB)This link will open in a new windowOctober 2016
• Notice of the Authority relating to filing of interim returns and other documents for the half year ending June 30, 2016 (pdf - 61 KB)This link will open in a new windowJune 2016
• Notice of the Authority relating to filing of interim returns and other documents for the half year ending April 30, 2016 (pdf - 72 KB)This link will open in a new windowApril 2016

2015

• Notice of the Authority relating to filing of annual returns and other documents for the fiscal year ending October 31, 2015 (pdf - 152 KB)This link will open in a new windowDecember 2015
• Notice of the Authority relating to filing of annual returns and other documents for the fiscal year ending October 31, 2015 (pdf - 112 KB)This link will open in a new windowOctober 2015
• Notice of the Authority relating to filing of interim returns and other documents for the half year ending June 30, 2015 (pdf - 67 KB)This link will open in a new windowJune 2015
• Notice of the Authority relating to filing of interim returns and other documents for the half year ending April 30, 2015 (pdf - 46 KB)This link will open in a new windowApril 2015

2014

• Notice of the Authority relating to filing of annual returns and other documents for the fiscal year ending December 31, 2014 (pdf - 191 KB)This link will open in a new windowDecember 2014
• Notice of the Authority relating to filing of annual returns and other documents for the fiscal year ended October 31, 2014 (pdf - 189 KB)This link will open in a new windowNovember 2014
• Notice of the Authority relating to filing of interim returns and other documents for the half year ending June 30, 2014 (pdf - 49 KB)This link will open in a new windowJune 2014
• Notice of the Authority relating to filing of interim returns and other documents for the half year ending April 30, 2014 (pdf - 34 KB)This link will open in a new windowApril 2014

2013

• Notice of the Authority relating to filing of annual returns and other documents for the fiscal year ending December 31, 2013 (pdf - 102 KB)This link will open in a new windowDecember 2013
• Notice of the Autorité relating to filing of annual returns and other documents for the fiscal year ending October 31, 2013 (pdf - 38 KB)This link will open in a new windowOctober 2013
• Notice of the Autorité des marchés financiers relating to filing of interim returns and other documents for the half year ending June 30, 2013 (pdf - 59 KB)This link will open in a new windowJune 2013
• Notice of the Autorité des marchés financiers relating to filing of interim returns and other documents for the half year ending April 30, 2013 (pdf - 46 KB)This link will open in a new windowApril 2013

2012

• Notice of the Autorité des marchés financiers relating to filing of annual returns and other documents for the fiscal year ending December 31, 2012 – Insurers of persons licenced in Québec (pdf - 233 KB)This link will open in a new windowDecember 2012 "notice, annual return, life, 2012"
• Notice of the Autorité des marchés financiers relating to filing of annual returns and other documents for the year ending October 31, 2012 (pdf - 203 KB)This link will open in a new windowOctober 2012
• Notice relating to filing of interim returns and other documents for the half year ending June 30, 2012 (pdf - 180 KB)This link will open in a new windowJune 2012 (Unofficial translation)
• Notice of the Autorité des marchés financiers relating to filing of interim returns and other documents for the half year ended April 30, 2012 (pdf - 175 KB)This link will open in a new windowApril 2012

2011

• Notice of the Autorité des marchés financiers relating to filing of annual returns and other documents for the fiscal year ended December 31, 2011 (pdf - 276 KB)This link will open in a new windowDecember 2011

• Annual Supplement - CAR Form (pdf - 524 KB)This link will open in a new windowJanvier 2019

  (Available in French only)

  • Annual Supplement - CAR Form - Tracked changes (pdf - 522 KB)This link will open in a new windowJanvier 2019

    (Available in French only)

• Quarterly Statements - CAR Form (pdf - 84 KB)This link will open in a new windowJanvier 2019

  (Available in French only)

  • Quarterly Statements - CAR Form - Tracked Changes (pdf - 67 KB)This link will open in a new windowJanvier 2019

    (Available in French only)

• Instructions for Quarterly and Annual Statements (pdf - 634 KB)This link will open in a new windowJanvier 2019

  (Available in French only)

  • Instructions for Quarterly and Annual Statements - Tracked Changes (pdf - 627 KB)This link will open in a new windowJanvier 2019

    (Available in French only)

Guidelines

Report on policy liabilities for the year 2020

The actuary’s guide below is intended for actuaries of Quebec chartered Insurers of Persons.

Quebec chartered insurers

• Actuary’s Guide on Insurers of Persons’ Policy Liabilities (pdf - 1 MB)This link will open in a new window
• Table of modifications (pdf - 17 KB)This link will open in a new window
• Report on policy liabilities (xlsx - 533 KB)This link will open in a new windowUpdated on 1^st November 2017Rapport, passif des polices

Non-Quebec chartered insurers

The AMF considers the use of the Actuary's guide to be a sound management practice for all insurers authorized to carry on activities in Quebec. Non-Quebec chartered insurers must provide us with the documents they provide to their primary regulator. In addition, Non-Quebec chartered insurers must complete and send the Excel file below.

• Report on policy liabilities (xlsx - 532 KB)This link will open in a new windowUpdated on 4 November 2016

Financial Condition Testing (FCT) based on December 31, 2019
The actuary's guide below is intended for actuaries of Quebec chartered Insurers of Persons.

Quebec chartered insurers

Actuary's Guide regarding the Financial Condition Testing report for Insurers of persons (pdf - 900 KB)This link will open in a new windowUpdated on 13 February 2020dcat

Table of modifications (pdf - 59 KB)This link will open in a new windowUpdated on 13 February 2020guide,instructions,edsc,iard

Financial Condition Testing report (xlsx - 162 KB)This link will open in a new windowUpdated on 13 February 2020edsc; assurance vie

Non-Quebec chartered insurers

The AMF considers the use of the Actuary's guide to be a sound management practice for all insurers authorized to carry on activities in Quebec. Non-Quebec chartered insurers must provide us with the documents they provide to their primary regulator. In addition, Non-Quebec chartered insurers must complete and send the Excel file below.

Financial Condition Testing report (xlsx - 175 KB)This link will open in a new windowUpdated on 13 February 2020edsc; assurance vie

• Introduction to the Annual Statement on Market Conduct (pdf - 371 KB)This link will open in a new windowUpdated on 22 February 2017Introduction, Annual Statement, Market Conduct – General Information
• Annual Statement on Market Conduct Form – Life and Health Insurance (pdf - 687 KB)This link will open in a new windowUpdated on 22 February 2017Annual statement, market conduct, life, health, insurance industry (for information only)
• The statement form (available March 28th) and other supporting documents are on the CCIR This link will open in a new window