The facts
- Who files
- OSFI's reporting requirements tables list it for: Canadian life insurers (including insurance holding companies and non-operating life companies) (selected). Source
- How often
- Quarterly. Source
- Deadline
- Quarterly filing: within 45 days. Not subject to the Late and Erroneous Filing Penalties (LEFP) framework. Source
- Format
- Excel. Filed through RRS using the Excel template OSFI publishes. Source
- How it is filed
- Filing routes recorded for the OSFI: Regulatory Reporting System (RRS); Regulatory Data Hub (RDH). See how firms file with the OSFI.
- Status
- In forceFiled in the Regulatory Reporting System (RRS). OSFI's Data Collection Modernization initiative will replace RRS with a new platform, the Regulatory Data Hub (RDH); OSFI says the launch is now targeted for spring 2027 and asks filers to keep using RRS until then. Financial filing for insurers moves to RDH in Release 3; OSFI says more details on financial returns will come in 2027. Source
- Legal basis
- Group
- Life insurers: capital
Templates (9)
The tables and forms inside the return. Plain name first, the OSFI's code in brackets.
- Summary calculations (S1)
- Data - Consolidated domestic subsidiaries regulated by an authority other than OSFI (S2)
- Data - Consolidated subsidiaries regulated by a foreign authority (S3)
- Data - deconsolidated foreign subsidiaries (S4)
- Data - Foreign branches (S5)
- Data - Parental guarantees - Non-capital guarantees (S6.1)
- Data - Parental guarantees - Capital guarantees (S6.2)
- Commentary on material changes and drivers of Solo Capital (S7)
- Credit rating scales (S8)
Schedules (worksheets) in osfi1004-bsif1004-life-rtn-rlv-vie-en.xlsx, named from the workbook's table of contents or schedule titles. Source
Validation rules
No published validation rules were found for this return. OSFI's reporting pages publish no validation rules for this return. Source
Public data
No published data from this return was found. No publication of data from this return was found on OSFI's reporting or open data pages. Source
Official documents (4)
The OSFI's own files, with the size and SHA-256 fingerprint of each as downloaded on 11 November 2026, so anyone can tell whether a copy is the same version.
- Reporting Requirements for Life Insurance Companies and Fraternal Benefit Societies
List of returns · HTML · November 2025
- Solo Capital Return
Instructions · HTML · January 2024
- OSFI1004 - Life Insurer Parental Solo Capital Return
Template · XLSX · 171.3 KB · 30 March 2026
SHA-256
17e3ebc94d10show in full17e3ebc94d10c1575dcb367dffa8c9323df2cf24689739a7ce2eec679fd47e89 - Manage Financial Returns User Guide for Insurance Companies and Private Pension Plans
Filing rules · PDF · 2.4 MB · 5 February 2024
SHA-256
8365ae545e5ashow in full8365ae545e5a1ad6b3b9e3048c93aeba75708d7dbcbd768ac4a02f9236d4fd95
Sources
Every page and document this return's facts were read from.
- osfi-bsif.gc.ca/en/data-forms/reporting-returns/filing-financial-returns/financial-reporting-instructions/solo-capital-return
- osfi-bsif.gc.ca/en/data-forms/reporting-returns/filing-financial-returns/reporting-requirements-life-insurance-companies-fraternal-benefit-societies
- osfi-bsif.gc.ca/en/about-osfi/progress-our-initiatives/modernizing-we-collect-data-institutions
- osfi-bsif.gc.ca/sites/default/files/documents/osfi1004-bsif1004-life-rtn-rlv-vie-en.xlsx
- osfi-bsif.gc.ca/sites/default/files/documents/rrs_mcr_ins_EN.pdf
- laws-lois.justice.gc.ca/eng/acts/I-11.8/section-515.html
Knowing exactly what is collected, in what format and under which rules is the first step to real-time supervision. Line4 builds SupTech software for financial regulators that runs checks like these as each return arrives.
Line4's text and records here are free to reuse under CC BY 4.0. Please credit: “Source: Line4 regulatory submissions library (CC BY 4.0), https://www.line4.ai”. The regulators' documents, forms, taxonomies, rules and data belong to them: see OSFI's reuse terms. This describes what regulators publish. It is not legal or regulatory advice: always rely on the regulator's own text.
Last checked 11 November 2026.
