• Instructions and forms regarding LIFE Regulatory Returns, available on the website of the Office of the Superintendent of Financial Institutions (OSFI)
  • Life Insurance Returns This link will open in a new window
  • Attestation of Compliance of Versions (LIFE) - Annual return (pdf - 137 KB)This link will open in a new windowUpdated on September 30, 2014"attestation, compliance, annual"
  • Attestation of Compliance of Versions (LIFE) - Interim return (pdf - 147 KB)This link will open in a new windowUpdated on June 4, 2015"attestation, compliance, versions, interim return"
  • CARLI Return (xlsx - 286 KB)This link will open in a new windowUpdated on June 20, 2023 (in French only)
  • LICAT/LIMAT return This link will open in a new window
  • Attestation of Compliance of Versions (pdf - 11 KB)This link will open in a new windowUpdated on June 4, 2015"attestation, compliance, interim return" – (CARLI, LICAT)
  • Instructions relatives à l'état annuel et au rapport de l'actuaire des compagnies d'assurance funéraire (pdf - 304 KB)This link will open in a new windowUpdated on November 8, 2024"guide, assurance funéraire, s-20" (in French only)
  • État annuel - Compagnies d'assurance funéraire à charte du Québec (xlsx - 346 KB)This link will open in a new windowUpdated on November 8, 2024 (in French only)

2024

• Notice relating to the filing of the annual return and other documents for the fiscal year ending October 31, 2024 – Insurers of persons (life and health insurers) authorized to carry on activities in Québec (pdf - 418 KB)This link will open in a new windowUpdated on October 24, 2024
• Notice relating to the filing of the interim return and other documents for the six months ending June 30, 2024 – Insurers of persons («life and health insurers») authorized to carry on activities in Québec (pdf - 268 KB)This link will open in a new windowUpdated on June 17, 2024
• Notice relating to the filing of the interim return and other documents for the six months ending April 30, 2024 – Insurers of persons («life and health insurers») authorized to carry on activities in Québec (pdf - 232 KB)This link will open in a new windowUpdated on April 25, 2024

2023

• Notice relating to the filing of the annual return and other documents for the fiscal year ending December 31, 2023 – Insurers of persons (life and health insurers) authorized to carry on activities in Québec (pdf - 461 KB)This link will open in a new windowUpdated on December 14, 2023
• Notice of the Authority relating to filing of annual returns and other documents for the fiscal year ending October 31, 2023 – Insurers of persons licensed in Quebec (pdf - 341 KB)This link will open in a new windowUpdated on October 26, 2023
• Notice relating to the filing of the interim return and other documents for the six months ending June 30, 2023 – Insurers of persons («life and health insurers») authorized to carry on activities in Québec (pdf - 382 KB)This link will open in a new windowUpdated on June 20, 2023
• Notice relating to the filing of the interim return and other documents for the six months ending April 30, 2023 – Insurers of persons («life and health insurers») authorized to carry on activities in Québec (pdf - 161 KB)This link will open in a new windowUpdated on April 20, 2023

2022

• Notice relating to the filing of the annual return and other documents for the fiscal year ending December 31, 2022 – Insurers of persons (life and health insurers) authorized to carry on activities in Québec (pdf - 1,023 KB)This link will open in a new windowUpdated on December 12, 2022
• Notice relating to the filing of the annual return and other documents for the fiscal year ending October 31, 2022 – Insurers of persons (life and health insurers) authorized to carry on activities in Québec (pdf - 891 KB)This link will open in a new windowUpdated on October 25, 2022
• Notice relating to the filing of the interim return and other documents for the six months ending June 30, 2022 – Insurers of persons («life and health insurers») authorized to carry on activities in Quebec (pdf - 286 KB)This link will open in a new windowUpdated on June 16, 2022
• Notice relating to the filing of the interim return and other documents for the six months ending April 30, 2022 – Insurers of persons («life and health insurers») authorized to carry on activities in Québec (pdf - 617 KB)This link will open in a new windowUpdated on April 20, 2022

2021

• Notice relating to the filing of the annual return and other documents for the fiscal year ending December 31, 2021 – Insurers of persons (life and health insurers) authorized to carry on activities in Québec (pdf - 1,017 KB)This link will open in a new windowUpdated on December 16, 2021
• Notice relating to the filing of the annual return and other documents for the fiscal year ending October 31, 2021 – Insurers of persons (life and health insurers) authorized to carry on activities in Québec (pdf - 890 KB)This link will open in a new windowUpdated on October 26, 2021 Notice
• Notice relating to the filing of the interim return and other documents for the six months ending June 30, 2021 – Insurers of persons («life and health insurers») authorized to carry on activities in Québec (pdf - 528 KB)This link will open in a new windowUpdated on June 1^st, 2021
• Notice relating to the filing of the interim return and other documents for the six months ending April 30, 2021 – Insurers of persons («life and health insurers») authorized to carry on activities in Quebec (pdf - 617 KB)This link will open in a new windowUpdated on April 15, 2021

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 October 27, 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 June 22, 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 April 28, 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 December 9, 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 October 29, 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 - 211 KB)This link will open in a new windowUpdated on December 14, 2023

  (Available in French only)

  • Annual Supplement - CAR Form - Tracked changes (pdf - 212 KB)This link will open in a new windowUpdated on December 14, 2023

    (Available in French only)

  • Annual Supplement - CAR Form 2023 - Tracked changes (pdf - 646 KB)This link will open in a new windowUpdated on June 30, 2023

    (Available in French only)

• Quarterly statements - CAR Form (pdf - 124 KB)This link will open in a new windowUpdated on December 14, 2023

  (Available in French only)

  • Quarterly Statements - CAR Form - Tracked Changes (pdf - 125 KB)This link will open in a new windowUpdated on December 14, 2023

    (Available in French only)

  • Quarterly Statements - CAR Form 2023 - Tracked Changes (pdf - 359 KB)This link will open in a new windowUpdated on June 30, 2023

    (Available in French only)

• Instructions for Quarterly and Annual Statements (pdf - 679 KB)This link will open in a new windowUpdated on December 14, 2023

  (Available in French only)

  • Instructions for Quarterly and Annual Statements - Tracked Changes (pdf - 681 KB)This link will open in a new windowUpdated on December 14, 2023

    (Available in French only)

Guidelines

• Guide respecting the use of guarantee instruments (pdf - 1 MB)This link will open in a new windowUpdated on May 26, 2021

Report on policy liabilities for the year 2024

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

Quebec chartered insurers

• Actuary's Guide Regarding the Liability Report for Insurers of Persons (pdf - 818 KB)This link will open in a new windowUpdated on September 16, 2024
  • Actuary's Guide Regarding the Liability Report for Insurers of Persons (pdf - 962 KB)This link will open in a new windowUpdated on September 16, 2024

    Tracked main changes

• Supplementary tables (xlsx - 524 KB)This link will open in a new windowUpdated on September 16, 2024

Non-Quebec chartered insurers

Non-Quebec chartered insurers must provide us with the documents they provide to their primary regulator.

Financial Condition Testing (FCT) based on December 31, 2023

Quebec chartered insurers

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

• Actuary’s Guide regarding the Financial Condition Testing report for Insurers of Persons (pdf - 496 KB)This link will open in a new windowUpdated on April 2, 2024
• Financial Condition Testing report (xlsx - 298 KB)This link will open in a new windowUpdated on April 2, 2024

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 - 298 KB)This link will open in a new windowUpdated on April 2, 2024

• Introduction to the Annual Statement on Market Conduct (pdf - 371 KB)This link will open in a new windowUpdated on February 22, 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 February 22, 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

Notice relating to the filing of the annual disclosure for each insurance product offered through a distributor – Insurers offering products in Québec through distribution without a representative (pdf - 25 KB)This link will open in a new windowUpdated on February 25, 2021Notice relating to the filing of the annual disclosure for each insurance product offered through a distributor