The Financial Services Regulatory Authority of Ontario (FSRA) is responsible for supervising and regulating a broad range of financial service sectors. FSRA issues guidance to make it easier for the public, new entrants and incumbents to understand what is legally binding, what is FSRA’s interpretation or application of law and what information is designed to be helpful. All guidance is issued in accordance with FSRA's Guidance Framework.

When FSRA assumed the regulatory duties of the Financial Services Commission of Ontario (FSCO) and the Deposit Insurance Corporation of Ontario (DICO), it inherited all guidance issued by these legacy regulators. FSRA conducted an initial review of this material to identify which guidance needs to remain active. Through this process, FSRA reduced its total active guidance by approximately 40 per cent.

Guidance Search

Active and Inactive Guidance - Life and Health Insurance and Property and Casualty, and General Insurance

Showing 1 to 43 of 43 entries
Status Guidance Name Guidance Number Date Deactivated Reason for Deactivation
Active Fair Treatment of Customers in Insurance *New GR0008APP
Inactive How to Obtain or Amend an Insurance Company Licence PC0032ORG 2020-21 Q3

FSCO information will be moved to FSRA website

Inactive Becoming a Licensed General Insurance Agent PC0033ORG 2020-21 Q3

Information now available on FSRA website

Inactive Do you have a licence issued in another province or territory? PC0034ORG 2020-21 Q3

FSCO information will be moved to FSRA website

Inactive Do you want to be licensed in another province or territory? PC0035ORG 2020-21 Q3

FSCO information will be moved to FSRA website

Inactive Licensing Link Enhancements for Life Insurance Agents PC0036ORG 2020-21 Q3

FSCO information will be moved to FSRA website

Inactive How to Obtain an Insurance Agent Corporation or Partnership Licence under the Insurance Act PC0037ORG 2020-21 Q3

Information now available on FSRA website

Inactive Companies registered under the Prepaid Hospital and Medical Services Act as of April 1, 2019 PC0038ORG 2020-21 Q3

FSCO information will be moved to FSRA website

Active New reporting requirement is effective immediately: Report the life insurers you represent, have a contract with and/or on whose behalf you sell insurance products PC0039ORG
Active FSCO updates Licensing Link to help life insurers better monitor their agents PC0040ORG
Active SuperintendentÆs Minimum Capital Test Guideline PC0041ORG
Inactive Administrative Monetary Penalties in the Insurance Sector PC0042ORG 2020-21 Q3

FSCO information will be moved to FSRA website

Inactive Reliance Model of Reciprocal Licensing PC0001ORG 2020-21 Q3

Moved to FSRA Web Content

Inactive Consent and Notification PC0002ORG 2020-21 Q3

Expired/Not Applicable

Inactive Premium Information Used for Cost Assessment in Ontario PC0003ORG 2020-21 Q3

Expired/Not Applicable

Inactive FSCO Property and Casualty (P&C) Memorandum to the Appointed Actuary, 2018 PC0004ORG 2020-21 Q3

Expired/Not Applicable

Inactive 2018 Life Memorandum to the Appointed Actuary PC0005ORG 2020-21 Q3

Expired/Not Applicable

Inactive 2018 Property and Casualty Memorandum to the Appointed Actuary PC0006ORG 2020-21 Q3

Expired/Not Applicable

Inactive Filing Information for Insurers Licensed in Ontario PC0007ORG 2020-21 Q3

Expired/Not Applicable

Inactive Notice - Filing of 2018 Annual Return for Ontario - Extra provincial insurance companies licensed in Ontario PC0008ORG 2020-21 Q3

Expired/Not Applicable

Inactive Notice of Filing of 2018 Annual Return for Ontario - Ontario incorporated farm mutuals PC0009ORG 2020-21 Q3

Expired/Not Applicable

Inactive Notice - Filing of 2018 Annual Return for Ontario - Ontario incorporated insurers and reinsurers, fraternal societies, and reciprocal insurance exchanges PC0010ORG 2020-21 Q3

Expired/Not Applicable

Inactive 2018 Annual Return Instructions to Ontario incorporated insurers and reinsurers, fraternal societies, and reciprocal insurance exchanges PC0011ORG 2020-21 Q3

Expired/Not Applicable

Inactive Notice - Premium Information for Cost Assessment - Non-Ontario incorporated Property and Casualty insurance companies and reciprocals PC0012ORG 2020-21 Q3

Expired/Not Applicable

Inactive Annual Returns & Instructions PC0013ORG 2020-21 Q3

Expired/Not Applicable

Active Investments by Insurers Guideline PC0014ORG
Inactive Year-end Considerations PC0015ORG 2020-21 Q3

FSCO information will be moved to FSRA website

Active Borrowing to Purchase Life Insurance Products - Risks and Suitability PC0016ORG
Active Charitable or Gift Annuities PC0017ORG
Active Negative Option Marketing/Billing PC0018ORG
Active Guideline - Use of Canadian Depository for Securities Limited PC0019ORG
Active Reinsurance guidelines for Ontario incorporated and licensed companies PC0020ORG
Active Amalgamations and Portfolio Transfers PC0021ORG
Inactive IVICs Information PC0022ORG 2020-21 Q3

FSCO information will be moved to FSRA website

Inactive Helpful Licensing Information for Ontario Insurance Agents PC0023ORG 2020-21 Q3

FSCO information will be moved to FSRA website

Inactive Licensing FAQ’s for Insurance Agents and Adjusters PC0024ORG 2020-21 Q3

FSCO information will be moved to FSRA website

Inactive How to Become a Life or Accident and Sickness Insurance Agent PC0025ORG 2020-21 Q3

Information now available on FSRA website

Inactive How to Submit Feedback on the Life Licence Qualification Program (LLQP) PC0026ORG 2020-21 Q3

FSCO information will be moved to FSRA website

Inactive How to Become an Independent or Public Adjuster PC0027ORG 2020-21 Q3

Information now available on FSRA website

Inactive Errors and Omissions Insurance Requirements for Life Insurance Agents PC0028ORG 2020-21 Q3

FSCO information will be moved to FSRA website

Inactive Instructions for Updating Your Errors and Omissions Insurance Information on Licensing Link PC0029ORG 2020-21 Q3

FSCO information will be moved to FSRA website

Inactive FAQs on Errors and Omissions Insurance for Life Insurance Agents and Updating Your Information on Licensing Link PC0030ORG 2020-21 Q3

FSCO information will be moved to FSRA website

Inactive How to Obtain Approval to Offer a Life Licence Qualification Program (LLQP) Training Course in Ontario PC0031ORG 2020-21 Q3

FSCO information will be moved to FSRA website