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.

The following table lists Active guidance. Use the filters to search the table or enter text in the search field. Please reach out to our contact centre if you require assistance.

Note: 

  • To find inactive guidance select “inactive from the “Status” filter.
  • For information on inactive / Inherited guidance, follow this link Inherited Guidance
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Showing 301 to 400 of 1065 entries
Sector Status Category Guidance Number Guidance Name
Pensions Inactive Miscellaneous PE0082ORG Legislative and Regulatory Changes
Pensions Active Miscellaneous PE0083ORG Legislative Changes July 1, 2012
Pensions Inactive Miscellaneous PE0103ORG FSRA Pension Plan Information Access
Pensions Inactive Miscellaneous PE0104ORG Consultations and Proposed Legislation
Pensions Inactive Miscellaneous PE0105ORG Pensions
Pensions Inactive Miscellaneous PE0106ORG Indalex Supreme Court Decision
Pensions Inactive Miscellaneous PE0108ORG Helpful Links
Pensions Inactive Miscellaneous PE0109ORG Pension Decisions
Pensions Inactive Miscellaneous PE0112ORG A Guide To Understanding Your Pension Plan
Pensions Inactive Miscellaneous PE0113ORG Pension Bulletins (Prior to October 2009)
Pensions Active Miscellaneous PE0114ORG Superintendent Consents (from 2009 onwards)
Pensions Active Miscellaneous PE0115ORG Superintendent Declarations (from 2009 onwards)
Pensions Active Miscellaneous PE0116ORG Superintendent Notices of Intended Decision (from 2009 onwards)
Pensions Active Miscellaneous PE0117ORG Superintendent Orders (from 2009 Onwards)
Pensions Inactive Miscellaneous PE0184ORG Active Pension Policies
Pensions Inactive Miscellaneous PE0185ORG InActive Pension Policies
Pensions Inactive Miscellaneous PE0186ORG Pension Policies
Pensions Inactive Miscellaneous PE0187ORG Previous Policy Reviews
Pensions Inactive Miscellaneous PE0188ORG Pension Policy Review Project
Pensions Inactive Miscellaneous PE0189ORG Pensions
Pensions Active Miscellaneous PE0193ORG Pension Scams Cost You More than Retirement Savings
Pensions Active Miscellaneous PE0194ORG Beware of Scams Involving Your Retirement Savings, Regulators Warn
Pensions Active Miscellaneous PE0285ORG FAQs on the Most Significant Changes under Bill 120 in force on December 8, 2010 and July 1, 2012
Pensions Active Miscellaneous PE0286ORG Bill 236, Pension Benefits Amendment Act, 2010 - Frequently Asked Questions
Pensions Active Miscellaneous PE0291ORG Nortel Ontario Beneficiary Direction, Consent & Waiver
Pensions Inactive Miscellaneous PE0409ORG Winter 1995 Bulletin
Pensions Inactive Miscellaneous PE0410ORG Spring 1995 Bulletin
Pensions Inactive Miscellaneous PE0411ORG Summer 1995 Bulletin
Pensions Inactive Miscellaneous PE0412ORG Winter - Spring 1996 Bulletin
Pensions Inactive Miscellaneous PE0413ORG Fall-Winter 1997 Bulletin
Pensions Inactive Miscellaneous PE0414ORG Pension Plan Survival and the PCO A Two Way Street
Pensions Inactive Miscellaneous PE0415ORG Fiduciary Responsibility - A Regulator's Viewpoint
Pensions Inactive Miscellaneous PE0416ORG PCO Affected by Government Constraints New Approach to Communications Adopted
Pensions Inactive Miscellaneous PE0417ORG Invitation to Serve on Advisory Committees to the PCO
Pensions Inactive Miscellaneous PE0418ORG PCO Advisory Committee Members
Pensions Inactive Miscellaneous PE0419ORG Publication of Decisions made under the Pension Benefits Act, R.S.O. 1990, c. P.8
Pensions Inactive Miscellaneous PE0514ORG 1) How To Get Assistance from the PCO 2) Telephone Enquiries to the PCO
Pensions Inactive Miscellaneous PE0515ORG Contacts for Assistance - AIR and PBGF Assessment Certificates
Pensions Inactive Miscellaneous PE0516ORG How to Obtain Forms and Publications On and After September 15, 1994 (Distribution from Oshawa)
Pensions Inactive Miscellaneous PE0517ORG Tips for Dealing with the PCO
Pensions Inactive Miscellaneous PE0519ORG No Civil Collection By PCO
Pensions Inactive Miscellaneous PE0523ORG Communications Between the PCO and Plan Administrators
Pensions Inactive Miscellaneous PE0525ORG Records Maintenance and Retention
Pensions Inactive Miscellaneous PE0526ORG Applications Received Prior to January 1, 1996 - Procedures for Resolution
Pensions Inactive Miscellaneous PE0579ORG General Announcement: The Status of Published PCO Policies under FSCO
Pensions Active Miscellaneous PE0641INF A guide for employers - Communicating the value of your pension plan
Auto Active Minor Injury Guideline AU0026ORG Minor Injury Guideline
Auto Inactive Minor Injury Guideline AU0028ORG Revised Minor Injury Guideline and Treatment and Assessment Plan (OCF-18)
Pensions Active Membership PE0154ORG Eligibility for Membership in a Pension Plan
Pensions Active Membership PE0155ORG Class of Employees
Pensions Active Membership PE0156ORG Separate Pension Plan for Part-Time Employees - Reasonably Equivalent Pension Benefits and Other Benefits
Pensions Active Membership PE0157ORG Mandatory versus Optional Membership in a Pension Plan
Pensions Active Membership PE0219ORG No Transfer Rights on Suspension of Plan Membership
Pensions Active Membership PE0220ORG Cessation of Member Contributions
Pensions Active Membership PE0221ORG Amendment to Terminate Membership not Permitted
Pensions Active Membership PE0222ORG Termination of Plan Membership Without Termination of Employment
Pensions Inactive Membership PE0499ORG Separate Pension Plan for Part-Time Employees - Reasonably Equivalent Pension Benefits and Other Benefits
Pensions Inactive Membership PE0370ORG Clarification (formerly Interpretation Bulletin I)
Pensions Inactive Membership PE0371ORG Class and Eligibility
Pensions Inactive Membership PE0372ORG_ Individuals
Pensions Inactive Membership PE0373ORG More Advantageous Pension Benefits or Ancillary Benefits Permitted
Pensions Inactive Membership PE0374ORG Requirements For Full and Part-Time Employees
Pensions Inactive Membership PE0375ORG Part-time Employees and YMPE Test
Pensions Inactive Membership PE0376ORG Seasonal Workers
Pensions Inactive Membership PE0380ORG Deadline for Membership Not Acceptable
Pensions Inactive Membership PE0498ORG Deadline For Membership Not Acceptable
Pensions Inactive Membership PE0500ORG Mandatory vs Voluntary - PBA, 1987 c. 10(1)2, s. 26
Pensions Inactive Membership PE0501ORG Mandatory and Voluntary - Changes After Effective Date
Pensions Inactive Membership PE0502ORG No Transfer Rights on Suspension of Plan Membership - PBA, 1987 ss. 64(1)
Pensions Inactive Membership PE0503ORG Students Generally Not Eligible - PBA s. 1(1)
Auto Active Loss Trend AU0132APP Ontario private passenger automobile annual review based on industry data
Auto Inactive Loss Transfer AU0073ORG Loss transfer
Auto Active Loss Transfer AU0076ORG Loss transfer: standardized forms and procedures
Auto Inactive Loss Transfer AU0079ORG Loss transfer revisited
Auto Inactive Loss Transfer AU0094ORG Analysis of Reform Cost and Loss Trend Rates for Ontario Private Passenger Automobile Insurance
Pensions Inactive Locking in PE0497ORG Application of Pre and Post 1987 Vesting And Locking-In Rules
Pensions Inactive Locking in PE0486ORG Shortened Life Expectancy
Pensions Inactive Locking in PE0487ORG Interest Locked in
Pensions Inactive Locking in PE0488ORG Locked-in RRSP Can Purchase Annuity At Age 55
Pensions Inactive Locking in PE0489ORG Effect Of Legislation on Locked in RRSP Funds
Pensions Inactive Locking in PE0490ORG How to Administer Locked-In Money as a Pension
Pensions Inactive Locking in PE0491ORG Locked-in RRSP Funds - Annuities
Pensions Inactive Locking in PE0492ORG Locked-in RRSP Cannot Be Transferred To A RRIF (also ref: Life Income Fund)
Pensions Inactive Locking in PE0493ORG Locking In of Pension Funds When Member Leaves the Country
Pensions Inactive Locking in PE0494ORG On Termination
Pensions Inactive Locking in PE0495ORG Non-Redeemable RRSP Investment
Pensions Inactive Locking in PE0496ORG Self-Directed RRSPs And Home Mortgages
Pensions Active Locked-in Accounts PE0040ORG A Guide to Applying for Special Access
Pensions Active Locked-in Accounts PE0059ORG Financial Hardship Unlocking User Guide For Financial Institutions
Pensions Active Locked-in Accounts PE0060ORG Financial Hardship Unlocking Questions & Answers
Pensions Active Locked-in Accounts PE0061ORG Financial Hardship Unlocking Questions & Answers
Pensions Inactive Locked-in Accounts PE0062ORG Financial Hardship Unlocking - Resources
Pensions Active Locked-in Accounts PE0063ORG Process for Financial Hardship Unlocking
Pensions Inactive Locked-in Accounts PE0064ORG Rules for Financial Hardship Unlocking
Pensions Inactive Locked-in Accounts PE0065ORG Financial Hardship Unlocking Forms
Pensions Inactive Locked-in Accounts PE0071ORG Financial Hardship Unlocking Webcast
Pensions Inactive Locked-in Accounts PE0072ORG Webcasts
Pensions Active Locked-in Accounts PE0092ORG FAQs on Old Life Income Funds (LIFs)
Pensions Active Locked-in Accounts PE0093ORG FAQs on Rules for Ontario Locked-In Accounts
Pensions Active Locked-in Accounts PE0094ORG FAQs on Unlocking a Locked-in Account if you are a Non-Resident of Canada