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2012-12-17

AMF Notice on Filing Annual Returns and Documents for Québec-licensed Insurers for Fiscal Year Ending December 31, 2012

The Autorité des marchés financiers requires Québec-licensed insurers and reinsurers to electronically file designated annual returns, financial statements, actuarial reports, and compliance attestations for the fiscal year ending December 31, 2012. Submissions must be processed through the Authority’s File Transfer Service and adhere to specified formats, with primary deadlines set for late February or mid-March 2013. Failure to submit complete and timely documentation triggers administrative monetary sanctions under the Quebec Insurance Act.

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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 Under An Act respecting insurance, R.S.Q., c. A-32, (the “Act”), every insurer is required to file with the Autorité des marchés financiers (the “AMF” or the "Authority"), in such form as the AMF may determine and within the prescribed time period, the documents and information required under the Act or requested by the AMF pursuant to specific provisions of the Act (the “required or requested documents and information”). All required or requested documents and information must be filed electronically via the AMF website using the File Transfer Service (“FTS”)1 . See Appendices 1 and 2 attached to this Notice concerning specific AMF requirements. A complete set of paper copies of the signed documents must be kept at the insurer’s premises so that they are available for examination by the AMF, if necessary. Administrative monetary sanctions Under section 405.1 of the Act, the AMF may impose an administrative sanction where any of the documents referred to in the Appendices are filed late or are not filed. The Notice of the Autorité des marchés financiers related to administrative monetary sanctions imposed for late filing of information or documents (sections 405.1 and following of the Act ) 2 (the “sanctions framework”) is posted on the AMF website at: http://www.lautorite.qc.ca/en/right-practice-pers-pro.html. We remind you that each insurer is responsible for ensuring that the AMF receives, within the prescribed time periods, all required or requested documents and information in all forms as required.

1 Decision no. 2012-PDG-0106 (in French only) dated June 5, 2012 and published in the AMF Bulletin of June 7, 2012, vol. 9, no. 23, section 5.6. 2 Update published in the AMF Bulletin (in French only) dated June 7, 2012, vol. 9, no. 23, section 5.1.

Electronic submission of financial returns and other documents The File Transfer Service (FTS) User Guide explains the procedure for submitting data via the AMF website. To consult this guide, access the FTS and click on Help. The Guide – Specific File Transfer Service (FTS) Requirements outlines the specific requirements of the Direction principale de la surveillance des assureurs (AMF Main Supervision of Insurers Section), including file names to be used. You can access the revised version of this Guide in using the following link: http://www.lautorite.qc.ca/en/financial-reaturns-pers-pro.html. Further information Further information is available by sending an e-mail to: info-divulgations@lautorite.qc.ca. December 20, 2012

DOCUMENTS TO BE FILED BY INSURERS OF PERSONS LICENCED IN QUÉBEC FOR FISCAL YEAR ENDING DECEMBER 31, 2012

  1. LIFE-1 Annual Return, duly signed. The pdf file must be complete, in printable format, and conform with the "paper" version kept on file at the insurer's premises. It must include, among others, the following documents:
  • Duly signed Certification by director's (page 10,005)
  • Annual corporate information (pages 10,011 à 10,013) (new)
  • Corporate organization chart (page 10,040)
  • Statement of cash flows (page 20,050)
  • Notes to the financial statements (page 20,060)
  • Duly signed Auditor's report to AMF (page 20,070)
  • Duly signed Appointed actuary's report (page 20,080)
  1. LIFE-1 Annual Return. Hyperlink to instructions and updated form: http://www.osfi-bsif.gc.ca/osfi/index_e.aspx?DetailID=677
  2. Attestation of Compliance of Versions (LIFE-1), duly signed. http://www.lautorite.qc.ca/en/financial-reaturns-pers-pro.html
  3. Audited financial statements presented to shareholders or members, duly signed, ("Official" version). 200 Searchable pdf file February 28, 2013 (new)
  4. Annual report prepared for shareholders or members as soon as possible, (if applicable). 200 pdf
  5. Financial statements of the insurer, and subsidiaries, affiliates and joint ventures in which the insurer has an ownership interest (if applicable). 300 Searchable pdf file February 28, 2013
  6. Appointed actuary’s report on policy liabilities, including certificate, duly signed. 400 Searchable pdf file February 28, 2013
  7. Excel file containing certain data in appointed actuary’s report on policy liabilities. http://www.lautorite.qc.ca/en/actuary-guide-pro.html
  8. Peer review - Appointed actuary's report (if applicable). 440 pdf Note 1
  9. Dynamic Capital Adequacy Testing - DCAT, duly signed. (The updated instructions will be available on the AMF Website at the latest March, 2013).
  10. Excel File containing certain DCAT data. (The Excel file will be available on the AMF website at the latest March, 2013). http://www.lautorite.qc.ca/en/actuary-guide-pro.html
  11. Peer review - DCAT (if applicable). 520 pdf Note 1
  12. QFP disclosure Form on Capital Adequacy Requirements guideline - Life and Health Insurance. The pdf file must be complete, in printable format, and conform with the "paper" version kept on file at the insurer's premises. Hyperlink to instructions and updated form: http://www.lautorite.qc.ca/en/capital-adequacy-requirements-pro.html
  13. Attestation of Compliance of Versions (QFP), duly signed. http://www.lautorite.qc.ca/en/financial-reaturns-pers-pro.html
  14. Appointed actuary’s report on Capital Adequacy Requirements Guideline, duly signed. 720 Searchable pdf file February 28, 2013
  15. Peer review - QFP (if applicable). 735 Searchable pdf file Note 1
  16. Ethics committee report, duly signed. 760 pdf February 28, 2013 Unstructured Return Code File Format Due date Excel ASCII February 28, 2013 420 Excel February 28, 2013 510 Excel December 31, 2013 December 31, 2013 Searchable pdf file QUEBEC APPENDIX 1

Excel ASCII pdf February 28, 2013 710 pdf February 28, 2013 Note 1 : 30 days after transmission to the Audit Committee. 110 pdf February 28, 2013

  • pdf February 28, 2013

500

DOCUMENTS TO BE FILED BY INSURERS OF PERSONS LICENCED IN QUÉBEC FOR FISCAL YEAR ENDING DECEMBER 31, 2012 APPENDIX 1

  1. LIFE-1 Annual Return, duly signed. The pdf file must be complete, in printable format, and conform with the "paper" version kept on file at the insurer's premises. It must include, among others, the following documents:
  • Duly signed Certification by director's (page 10,000)
  • Annual corporate information (pages 10,011 à 10,013) (new)
  • Corporate organization chart (page 10,040)
  • Statement of cash flows (page 20,050)
  • Notes to the financial statements (page 20,060)
  • Duly signed Auditor's report to regulator (page 20,070)
  • Duly signed Appointed actuary's report (page 20,080)
  1. LIFE-1 Annual Return. Hyperlink to instructions and updated form: http://www.osfi-bsif.gc.ca/osfi/index_e.aspx?ArticleID=647
  2. Attestation of Compliance of Versions (LIFE-1), duly signed. http://www.lautorite.qc.ca/en/financial-reaturns-pers-pro.html
  3. Audited financial statements presented to shareholders or members, duly signed, ("Official" version). 200 Searchable pdf file February 28, 2013 (new)
  4. Annual report prepared for shareholders or members as soon as possible, (if applicable). 200 pdf
  5. Appointed actuary’s report on policy liabilities, including certificate, duly signed. 400 Searchable pdf file February 28, 2013
  6. Peer review - Appointed actuary's report. 440 pdf Note 1
  7. Dynamic Capital Adequacy Testing - DCAT, duly signed. 500 Searchable pdf file December 31, 2013
  8. Excel File containing certain DCAT data. (The Excel file will be available on the AMF website at the latest March, 2013). http://www.lautorite.qc.ca/en/actuary-guide-pro.html
  9. Peer review - DCAT. 520 pdf Note 1
  10. OSFI 87, Minimum Continuing Capital and Surplus Requirements - Canadian Life Insurance Companies and Fraternal Benefit Societies (MCCSR). Hyperlink to instructions and updated form: http://www.osfi-bsif.gc.ca/osfi/index_e.aspx?ArticleID=647
  11. OSFI 87, Minimum Continuing Capital and Surplus Requirements - Canadian Life Insurance Companies and Fraternal Benefit Societies (MCCSR). The pdf file must be complete, in printable format, and conform with the "paper" version kept on file at the insurer's premises. It must include the Auditor's report (MCCSR) (new). Note: Fraternal Benefit Societies must also file a pdf document, according to the above instructions, but need not include the Auditor's report (MCCSR).
  12. Attestation of Compliance of Versions (OSFI-87), duly signed. http://www.lautorite.qc.ca/en/financial-reaturns-pers-pro.html
  13. Appointed actuary's report on the certification of Regulatory Capital Filing (new). 720 Searchable pdf file February 28, 2013
  14. Peer Review - MCCSR (new). 735 pdf Note 1
  • pdf March 31, 2013 (new) 710 pdf March 31, 2013 (new) Note 1 : 30 days after transmission to the Audit Committee.
  • pdf February 28, 2013 FEDERAL AND EXTRA-PROVINCIAL Unstructured Return Code File Format Due date (Including Fraternel Benefit Societies)

Excel ASCII February 28, 2013 510 Excel December 31, 2013 pdf February 28, 2013

Excel ASCII February 28, 2013 110

DOCUMENTS TO BE FILED BY INSURERS OF PERSONS LICENCED IN QUÉBEC FOR FISCAL YEAR ENDING DECEMBER 31, 2012 APPENDIX 1

  1. LIFE-2 Annual Return, duly signed. The Excel file must contain the duly signed certification by the chief agent in Canada (page 10.000) and the notes to the financial statements, draft version. Hyperlink to instructions and updated form: http://www.osfi-bsif.gc.ca/osfi/index_e.aspx?ArticleID=649
  2. LIFE-2 Annual Return, duly signed. The pdf file must be complete, in printable format, and conform with the "paper" version kept on file at the insurer's premises. It must include, among others, the following documents:
  • Duly signed Certification by the chief agent in Canada (page 10.000)
  • Duly signed Certification by the president/chief executive officer (page 10.001)
  • Annual corporate information (pages 10,011 à 10,012) (new)
  • Corporate organization chart (page 10,040)
  • Statement of cash flows (page 20,050)
  • Notes to the financial statements (page 20,060)
  • Duly signed Auditor's report to regulator (page 20,070)
  • Duly signed Appointed actuary's report (page 20,080)
  1. Attestation of Compliance of Versions (LIFE-2), duly signed. http://www.lautorite.qc.ca/en/financial-reaturns-pers-pro.html
  2. Audited financial statements of the insurer licensed in Quebec, duly signed, ("Official" version) (Worldwide). 200 Searchable pdf file May 31, 2013
  3. Annual report prepared for shareholders or members (if applicable). 200 pdf May 31, 2013
  4. Appointed actuary’s report on policy liabilities, including certificate, duly signed. 400 Searchable pdf file February 28, 2013
  5. Peer review - Appointed actuary's report. 440 pdf Note 1
  6. Dynamic Capital Adequacy Testing - DCAT, duly signed. 500 Searchable pdf file December 31, 2013
  7. Excel File containing certain DCAT data. (The Excel file will be available on the AMF website at the latest March, 2013). http://www.lautorite.qc.ca/en/actuary-guide-pro.html
  8. Peer review - DCAT. 520 pdf Note 1
  9. OSFI 86, Test of Adequacy of Assets in Canada and Margin Requirements (TAAM) Foreign Life Insurance Companies and Fraternal Benefit Societies. Hyperlink to instructions and updated form: http://www.osfi-bsif.gc.ca/osfi/index_e.aspx?ArticleID=649
  10. OSFI 86, Test of Adequacy of Assets in Canada and Margin Requirements (TAAM) Foreign Life Insurance Companies and Fraternal Benefit Societies, duly signed. The pdf file must be complete, in printable format, and conform with the "paper" version kept on file at the insurer's premises. It must include the Auditor's report (TAAM) (new). Note: Fraternal Benefit Societies must also file a pdf document, according to the above instructions, but need not include the Auditor's report (TAAM).
  11. Attestation of Compliance of Versions (OSFI-86), duly signed. http://www.lautorite.qc.ca/en/financial-reaturns-pers-pro.html
  12. Appointed actuary's report on the certification of Regulatory Capital Filing (new). 720 Searchable pdf file February 28, 2013
  13. Peer Review - TAAM (new). 735 pdf Note 1
  • pdf May 31, 2013 (new) 710 pdf May 31, 2013 (new) 510 Excel

May 31, 2013 (new) Note 1 : 30 days after transmission to the Audit Committee or the Chief Representative in Canada. FOREIGN Unstructured Return Code File Format Due date (Including Fraternel Benefit Societies) February 28, 2013

  • pdf Excel ASCII February 28, 2013 110 pdf

Excel ASCII December 31, 2013 May 31, 2013 (new)

DOCUMENTS TO BE FILED BY INSURERS OF PERSONS LICENCED IN QUÉBEC FOR FISCAL YEAR ENDING DECEMBER 31, 2012 APPENDIX 1

  1. S-3 Annual Return, duly signed. The pdf file must be complete, in printable format, and conform with the "paper" version kept on file at the insurer's premises. It must include, among others, the following documents:
  • Duly signed Certification by director's (page 11)
  • Duly signed Auditor's report to AMF (page 6)
  • Duly signed Actuary's report (page 10)
  1. S-3 Annual Return. Hyperlink to instructions and updated form: http://www.lautorite.qc.ca/fr/etats-financiers-pers-pro.html
  2. Attestation of Compliance of Versions (S-3), duly signed. http://www.lautorite.qc.ca/en/financial-reaturns-pers-pro.html
  3. Annual report or Audited financial statements presented to members, duly signed, ("Official" version). 200 Searchable pdf file February 28, 2013 (new)
  4. Appointed actuary’s report on policy liabilities, including certificate, duly signed. 400 Searchable pdf file February 28, 2013
  5. Amended or new reinsurance agreements. 580 pdf February 28, 2013
  6. Certified copy of amended by-laws. 780 pdf February 28, 2013
  7. S-20 Annual Return, duly signed. The pdf file must be complete, in printable format, and conform with the "paper" version kept on file at the insurer's premises. It must include, among others, the following documents:
  • Duly signed Certification by director's (page 10)
  • Duly signed Auditor's report to AMF (page 6)
  • Duly signed Actuary's report (page 9)
  1. S-20 Annual Return. Hyperlink to instructions and updated form: http://www.lautorite.qc.ca/fr/etats-financiers-pers-pro.html
  2. Attestation of Compliance of Versions (S-20), duly signed. http://www.lautorite.qc.ca/en/financial-reaturns-pers-pro.html
  3. Annual report or Audited financial statements presented to members, duly signed, ("Official" version). 200 Searchable pdf file February 28, 2013 (new)
  4. Appointed actuary’s report on policy liabilities, including certificate, duly signed. 400 Searchable pdf file February 28, 2013
  5. Amended or new reinsurance agreements. 580 pdf February 28, 2013
  • pdf February 28, 2013 110 pdf February 28, 2013

QUEBEC MUTUEL BENEFIT ASSOCIATIONS File Format Due date 110 pdf February 28, 2013

  • Excel February 28, 2013
  • Excel February 28, 2013 pdf February 28, 2013 QUEBEC FUNERAL INSURANCE COMPANIES Unstructured Return Code File Format Due date Unstructured Return Code

DOCUMENTS TO BE FILED BY REINSURERS OF PERSONS LICENCED IN QUÉBEC FOR FISCAL YEAR ENDING DECEMBER 31, 2012

  1. LIFE-1 Annual Return, duly signed. The pdf file must be complete, in printable format, and conform with the "paper" version kept on file at the insurer's premises. It must include, among others, the following documents:
  • Duly signed Certification by director's (page 10,005)
  • Annual corporate information (pages 10,011 à 10,013) (new)
  • Corporate organization chart (page 10,040)
  • Statement of cash flows (page 20,050)
  • Notes to the financial statements (page 20,060)
  • Duly signed Auditor's report to AMF (page 20,070)
  • Duly signed Appointed actuary's report (page 20,080)
  1. LIFE-1 Annual Return. Hyperlink to instructions and updated form: http://www.osfi-bsif.gc.ca/osfi/index_e.aspx?DetailID=677
  2. Attestation of Compliance of Versions (LIFE-1), duly signed. http://www.lautorite.qc.ca/en/financial-reaturns-pers-pro.html
  3. Audited financial statements presented to shareholders or members, duly signed, ("Official" version). 200 Searchable pdf file March 14, 2013 (new)
  4. Annual report prepared for shareholders or members as soon as possible (if applicable). 200 pdf
  5. Financial statements of the insurer, and subsidiaries, affiliates and joint ventures in which the insurer has an ownership interest (if applicable). 300 Searchable pdf file March 14, 2013
  6. Appointed actuary’s report on policy liabilities, including certificate, duly signed. 400 Searchable pdf file March 14, 2013
  7. Excel file containing certain data in appointed actuary’s report on policy liabilities. 420 Excel March 14, 2013
  8. Peer review - Appointed actuary's report (if applicable). 440 pdf Note 1
  9. Dynamic Capital Adequacy Testing - DCAT, duly signed. (The updated instructions will be available on the AMF Website at the latest March, 2013).
  10. Excel File containing certain DCAT data. (The Excel file will be available on the AMF website at the latest March, 2013). http://www.lautorite.qc.ca/en/actuary-guide-pro.html
  11. Peer review - DCAT (if applicable). 520 pdf Note 1
  12. QFP disclosure Form on Capital Adequacy Requirements guideline - Life and Health Insurance. The pdf file must be complete, in printable format, and conform with the "paper" version kept on file at the insurer's premises. Hyperlink to instructions and updated form: http://www.lautorite.qc.ca/en/capital-adequacy-requirements-pro.html
  13. Attestation of Compliance of Versions (QFP), duly signed. http://www.lautorite.qc.ca/en/financial-reaturns-pers-pro.html
  14. Appointed actuary’s report on Capital Adequacy Requirements Guideline, duly signed. 720 Searchable pdf file March 14, 2013
  15. Peer review - QFP (if applicable). Searchable pdf file Note 1
  16. Ethics committee report, duly signed. 760 pdf March 14, 2013 APPENDIX 2 pdf March 14, 2013 QUEBEC Unstructured Return Code File Format Due date

pdf March 14, 2013 Excel ASCII pdf March 14, 2013 Note 1 : 30 days after transmission to the Audit Committee. 710 pdf March 14, 2013

Excel ASCII February 28, 2013 510 Excel December 31, 2013 110 December 31, 2013 Searchable pdf file 500

DOCUMENTS TO BE FILED BY REINSURERS OF PERSONS LICENCED IN QUÉBEC FOR FISCAL YEAR ENDING DECEMBER 31, 2012 APPENDIX 2

  1. LIFE-1 Annual Return, duly signed. The pdf file must be complete, in printable format, and conform with the "paper" version kept on file at the insurer's premises. It must include, among others, the following documents:
  • Duly signed Certification by director's (page 10,000)
  • Annual corporate information (pages 10,011 à 10,013) (new)
  • Corporate organization chart (page 10,040)
  • Statement of cash flows (page 20,050)
  • Notes to the financial statements (page 20,060)
  • Duly signed Auditor's report to regulator (page 20,070)
  • Duly signed Appointed actuary's report (page 20,080)
  1. LIFE-1 Annual Return. Hyperlink to instructions and updated form: http://www.osfi-bsif.gc.ca/osfi/index_e.aspx?ArticleID=647
  2. Attestation of Compliance of Versions (LIFE-1), duly signed. http://www.lautorite.qc.ca/en/financial-reaturns-pers-pro.html
  3. Audited financial statements presented to shareholders or members, duly signed, ("Official" version). 200 searchable pdf March 14, 2013 (new)
  4. Annual report prepared for shareholders or members as soon as possible, (if applicable). 200 pdf
  5. Appointed actuary’s report on policy liabilities, including certificate, duly signed. 400 Searchable pdf file March 14, 2013
  6. Peer review - Appointed actuary's report. 440 pdf Note 1
  7. Dynamic Capital Adequacy Testing - DCAT, duly signed. 500 Searchable pdf file December 31, 2013
  8. Excel File containing certain DCAT data. (The Excel file will be available on the AMF website at the latest March, 2013). http://www.lautorite.qc.ca/en/actuary-guide-pro.html
  9. Peer review - DCAT. 520 pdf Note 1
  10. OSFI 87, Minimum Continuing Capital and Surplus Requirements - Canadian Life Insurance Companies and Fraternal Benefit Societies (MCCSR). Hyperlink to instructions and updated form: http://www.osfi-bsif.gc.ca/osfi/index_e.aspx?ArticleID=647
  11. OSFI 87, Minimum Continuing Capital and Surplus Requirements - Canadian Life Insurance Companies and Fraternal Benefit Societies (MCCSR), duly signed. The pdf file must be complete, in printable format, and conform with the "paper" version kept on file at the insurer's premises. It must include the Auditor's report (MCCSR) (new). Note: Fraternal Benefit Societies must also file a pdf document, according to the above instructions, but need not include the Auditor's report (MCCSR).
  12. Attestation of Compliance of Versions (OSFI-87), duly signed. http://www.lautorite.qc.ca/en/financial-reaturns-pers-pro.html
  13. Appointed actuary's report on the certification of Regulatory Capital Filing (new). 720 Searchable pdf file March 14, 2013
  14. Peer Review - MCCSR (new). 735 pdf Note 1 March 14, 2013 - pdf FEDERAL AND EXTRA-PROVINCIAL Unstructured Return Code File Format Due date (Including Fraternel Benefit Societies)

Excel ASCII March 14, 2013 March 14, 2013 110 pdf Note 1 : 30 days after transmission to the Audit Committee. March 31, 2013 (new) - pdf March 31, 2013 (new) 710 pdf

Excel ASCII March 14, 2013 510 Excel December 31, 2013

DOCUMENTS TO BE FILED BY REINSURERS OF PERSONS LICENCED IN QUÉBEC FOR FISCAL YEAR ENDING DECEMBER 31, 2012 APPENDIX 2

  1. LIFE-2 Annual Return, duly signed. The Excel file must contain the duly signed certification by the chief agent in Canada (page 10.000) duly signed, and the notes to the financial statements, draft version. Hyperlink to instructions and updated form: http://www.osfi-bsif.gc.ca/osfi/index_e.aspx?ArticleID=649 LIFE-2 Annual Return, duly signed. The pdf file must be complete, in printable format, and conform with the "paper" version kept on file at the insurer's premises. It must include, among others, the following documents:
  • Duly signed Certification by the chief agent in Canada (page 10.000)
  • Duly signed Certification by the president/chief executive officer (page 10.001)
  • Annual corporate information (pages 10,011 à 10,012) (new)
  • Corporate organization chart (page 10,040)
  • Statement of cash flows (page 20,050)
  • Notes to the financial statements (page 20,060)
  • Duly signed Auditor's report to regulator (page 20,070)
  • Duly signed Appointed actuary's report (page 20,080)
  1. Attestation of Compliance of Versions (LIFE-2), duly signed. http://www.lautorite.qc.ca/en/financial-reaturns-pers-pro.html
  2. Audited financial statements of the insurer licensed in Quebec, duly signed, ("Official" version) (Worldwide). 200 Searchable pdf file May 31, 2013
  3. Annual report prepared for shareholders or members (if applicable). 200 pdf May 31, 2013
  4. Appointed actuary’s report on policy liabilities, including certificate, duly signed. 400 Searchable pdf file March 14, 2013
  5. Peer review - Appointed actuary's report. 440 pdf Note 1
  6. Dynamic Capital Adequacy Testing - DCAT, duly signed. 500 Searchable pdf file December 31, 2013
  7. Excel File containing certain DCAT data. (The Excel file will be available on the AMF website at the latest March, 2013). http://www.lautorite.qc.ca/en/actuary-guide-pro.html
  8. Peer review - DCAT. 520 pdf Note 1
  9. OSFI 86, Test of Adequacy of Assets in Canada and Margin Requirements (TAAM) Foreign Life Insurance Companies and Fraternal Benefit Societies. Hyperlink to instructions and updated form: http://www.osfi-bsif.gc.ca/osfi/index_e.aspx?ArticleID=649
  10. OSFI 86, Test of Adequacy of Assets in Canada and Margin Requirements (TAAM) Foreign Life Insurance Companies and Fraternal Benefit Societies, duly signed. The pdf file must be complete, in printable format, and conform with the "paper" version kept on file at the insurer's premises. It must include the Auditor's report (TAAM) (new). Note: Fraternal Benefit Societies must also file a pdf document, according to the above instructions, but need not include the Auditor's report (TAAM).
  11. Attestation of Compliance of Versions (OSFI-86), duly signed. http://www.lautorite.qc.ca/en/financial-reaturns-pers-pro.html
  12. Appointed actuary's report on the certification of Regulatory Capital Filing (new). 720 Searchable pdf file March 14, 2013 15 Peer Review - TAAM (new). 735 pdf Note 1 FOREIGN Unstructured Return Code File Format Due date (Including Fraternel Benefit Societies)
  • pdf May 31, 2013 (new) 710 pdf May 31, 2013 (new) Note 1 : 30 days after transmission to the Audit Committee or the Chief Representative in Canada.

Excel ASCII March 14, 2013 pdf May 31, 2013 (new) 110

Excel ASCII March 14, 2013 510 Excel December 31, 2013 pdf May 31, 2013 (new) -

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