Financial returns
Forms and instructions
- 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 This link will open in a new window (Available in French only)
- État annuel - Compagnies d'assurance funéraire à charte du Québec (Coming soon, in French only)
AMF Notices relating to filing of returns and other documents
2020
- Notice relating to the filing of the annual returns and other documents for the fiscal year ending December 31, 2020 – Insurers of persons ( life and health insurers) authorized to carry on activities in Quebec (pdf - 699 KB)This link will open in a new windowUpdated on December 17 2020
- Notice relating to the filing of the annual return and other documents for the fiscal year ending October 31, 2020 – Insurers of persons (life and health insurers) authorized to carry on activities in Quebec (pdf - 880 KB)This link will open in a new windowUpdated on 27 October 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
Capital adequacy requirements
Guidelines and forms
-
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)
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Annual Supplement - CAR Form - Tracked changes
(pdf - 522 KB)This link will open in a new windowJanvier 2019
-
Quarterly Statements - CAR Form
(pdf - 84 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)
Report on policy liabilities
Guide and information on documents to be submitted
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 windowUpdated on 17 September 2020liability; actuarial report
- Table of modifications (pdf - 17 KB)This link will open in a new windowUpdated on 17 September 2020Tableau; Guide; Actuaire; Vie
- Report on policy liabilities (xlsx - 533 KB)This link will open in a new windowUpdated on 1st 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.
Financial Condition Testing report
Guide and information on documents to be submitted
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
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
Market Conduct
Annual Statement on Market Conduct
- 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
Reference
For further information, please contact Info-divulgations@lautorite.qc.ca