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 601 to 700 of 1065 entries
Sector Status Category Guidance Number Guidance Name
Auto Active Health Care AU0055ORG Health Care for Auto Insurance Guideline
Auto Inactive HCAI Guideline AU0056ORG Revised Health Claims for Auto Insurance (HCAI) Guideline – Including the Assessment of Attendant Care Needs Form (Form 1)
Auto Active HCAI Guideline AU0115ORG Health Claims for Auto Insurance (HCAI)
Insurance Active Guideline PC0019ORG Guideline - Use of Canadian Depository for Securities Limited
Insurance Active Guideline PC0020ORG Reinsurance guidelines for Ontario incorporated and licensed companies
Auto Inactive Garage Policy AU0005ORG Amendments to the Ontario Garage Automobile Policy
Pensions Inactive Funding PE0001ORG Solvency Funding Relief Measures
Pensions Active Funding PE0002ORG 2018 Funding Reform for Defined Benefit Pension Plans
Pensions Inactive Funding PE0004ORG Actuarial Guidance Consultations
Pensions Active Funding PE0006ORG The Determination of Whether a Plan is a Closed Plan
Pensions Active Funding PE0007ORG Treatment of Excess Contributions
Pensions Active Funding PE0009ORG Frequently Asked Questions Pertaining to the 2018 Funding Reform for Defined Benefit Pension Plans
Pensions Active Funding PE0010ORG Questions and Answers on Letters of Credit
Pensions Active Funding PE0011ORG Letters of Credit
Pensions Active Funding PE0012ORG Funding and Actuarial Filing Requirements For Plan Improvements under the New Funding Regime
Pensions Inactive Funding PE0013ORG 2018 Report on the Funding of Defined Benefit Pension Plans in Ontario - 15th Annual Report
Pensions Inactive Funding PE0014ORG Quarterly Update on Estimated Solvency Funded Status of Defined Benefit Plans in Ontario
Pensions Inactive Funding PE0088ORG Changes to Regulation 909 - June 2009
Pensions Active Funding PE0129ORG Determination of Interest Payments Where Solvency Special Payments Are Covered by Letters of Credit
Pensions Active Funding PE0136ORG Funding Requirements for Designated Plans in Ontario, O.Reg 73/95 Effective When Published
Pensions Active Funding PE0137ORG Collection of Contributions and Delinquencies, PBA 1987 s. 23, 56-58, O. Reg. 708/87 s. 56 (formerly M900-100) Effective When Published
Pensions Active Funding PE0138ORG No Provision to Amortize Negative Solvency Balance
Pensions Active Funding PE0212ORG Collection of Unremitted Contribution
Pensions Active Funding PE0213ORG Contributory and Non-Contributory Pension Plans
Pensions Active Funding PE0214ORG Employer Contributions Based on RRSP Contributions
Pensions Active Funding PE0215ORG Failure to Remit Member Contributions
Pensions Active Funding PE0216ORG Suspension of Employer Contributions in Defined Contribution Plans
Pensions Active Funding PE0227ORG Requirement for Submission of Actuarial Reports and Cost Certificates
Pensions Active Funding PE0242ORG Contribution Holidays for Plan Members; Employee - Contributions, Payroll Deductions
Pensions Active Funding PE0256ORG Canadian Institute of Actuaries, Practice-Specific Standards for Pension Plans
Pensions Active Funding PE0258ORG Alternative Settlement Methods for Solvency Valuations
Pensions Active Funding PE0259ORG Determination of the Solvency Liability Adjustment 
Pensions Active Funding PE0267ORG Collection of Unremitted Contributions, PBA 1990 s. 59, s. 87, s. 109 & s. 110
Pensions Active Funding PE0268ORG Contributory and Non-Contributory Pension Plans
Pensions Active Funding PE0284ORG Contributions In-Kind Not Permitted
Pensions Inactive Funding PE0396ORG Designated Plans - Requirements for Maximum Funding Valuations
Pensions Inactive Funding PE0397ORG Solvency Funding and the PBGF - Amendments to Regulation
Pensions Inactive Funding PE0398ORG Impact Of Solvency Funding
Pensions Inactive Funding PE0399ORG Contribution Holidays and Actuarial Reports
Pensions Inactive Funding PE0400ORG Re-filing Election Report
Pensions Inactive Funding PE0401ORG No Suspension of Contributions in Defined Contribution Plans
Pensions Inactive Funding PE0402ORG Cessation of Member Contributions
Pensions Inactive Funding PE0648ORG FAQs - Letters of Credit (2012)
Pensions Inactive Funding PE0685ORG Frequently Asked Questions Pertaining to the 2018 Funding Reform for Defined Benefit Pension Plans (pre May 21, 2019)
Pensions Inactive Funding PE0654ORG FAQs - Actuarial
Pensions Inactive Funding PE0655ORG The Determination of Whether a Plan is a "Closed Plan" (pre May 21, 2019)
Pensions Inactive Funding PE0656ORG Treatment of Excess Contributions (pre May 21, 2019)
Pensions Inactive Funding PE0657ORG Solvency Funding Relief Questions Answered (2009)
Pensions Inactive Funding PE0658ORG Other Changes to the Regulation - O.Reg. 239/09
Pensions Inactive Funding PE0659ORG Asset Smoothing for Solvency Valuations and Contribution Holidays - Questions and Answers (2008 - 2010)
Pensions Inactive Funding PE0672ORG 2016 Solvency Funding Relief Measures for Private Sector Pension Plans - Frequently Asked Questions (FAQs)
Pensions Inactive Funding PE0673ORG 2012 Solvency Funding Relief Measures for Private Sector Pension Plans - Frequently Asked Questions (FAQs)
Pensions Inactive Funding PE0674ORG Temporary Solvency Funding Relief Measures
Pensions Inactive Funding PE0675ORG 2009 Solvency Funding Relief Measures
Auto Inactive Fraud & Abuse Reduction AU0116ORG Auto Insurance Fraud Hotline
Auto Inactive Fraud & Abuse Reduction AU0120ORG Fighting Auto Insurance Fraud: What You Can Do
CU-CP Active Framework CU0070INT Market Conduct Framework Guidance 
Mortgage Inactive Forms - Mortgage Brokering MB0023ORG Mortgage Brokering Forms
Mortgage Active Forms - Mortgage Brokering MB0038INT Amended Disclosure Forms 3.0, 3.1 and 3.2 for Non-Qualified Syndicated Mortgages
Pensions Inactive Forms - General PE0518ORG Computer-generated Forms
Pensions Inactive Forms - General PE0661ORG FAQs - Forms (2010 - 2011)
Pensions Inactive Forms - General PE0662ORG New FSCO Pension Forms Due to Amended Definition of "Spouse" Under the Pension Benefits Act (Form 1, Form 3, Form 4, Form 5, Form 6, and Form 6.1) - 2005
Auto Inactive Forms - Auto AU0002ORG New and Revised Policy and Endorsement Forms
Auto Inactive Forms - Auto AU0003ORG Implementing Automobile Insurance Reforms Under Bill 198: Revised Ontario Automobile Policy (OAP 1) and related Policy and Endorsement Forms
Auto Inactive Forms - Auto AU0008ORG Revised Ontario Garage Automobile Policy (O.A.P. 4) and Other Automobile Insurance Forms
Auto Inactive Forms - Auto AU0009ORG New and Revise Accident Benefit Claim forms
Auto Inactive Forms - Auto AU0011ORG Amendments to the Ontario Automobile Policy (OAP 1) and related forms
Auto Inactive Forms - Auto AU0013ORG Amendments to the Ontario Garage Policy (O.A.P. 4) and Other Commercial Automobile Insurance Forms
Auto Inactive Forms - Auto AU0017ORG Implementing Automobile Insurance Reforms: Amendments to the Ontario Automobile Policy and Related Forms
Auto Inactive Forms - Auto AU0018ORG Revised Accident Benefit Claims Forms and New Attendant Care Hourly Rate Guideline
Auto Inactive Forms - Auto AU0020ORG New and Revised Policy and Endorsement Forms
Auto Inactive Forms - Auto AU0035ORG Revised Certificate of Automobile Insurance Form and Data Elements
Auto Inactive Forms - Auto AU0039ORG Implementing Automobile Insurance Reforms: Amendments to the Ontario Automobile Application, Endorsement and Related Forms
Auto Inactive Forms - Auto AU0040ORG Implementing Automobile Insurance Reforms: Amendments to the Accident Benefit Claims Forms
Auto Inactive Forms - Auto AU0041ORG Amendments to Accident Benefit Forms - Application for Determination of Catastrophic Impairment (OCF-19) and Standard Benefit Statement
Auto Inactive Forms - Auto AU0046ORG Revised Assessment of Attendant Care Needs and Introduction of Form 1 HCAI Pilot Project
Auto Inactive Forms - Auto AU0048ORG Revised Auto Insurance Claim Forms: OCF-18, OCF-21 and OCF-23
Auto Inactive Forms - Auto AU0058ORG Amendments to Three Ontario Automobile Policy Forms - OAP 1, OPF 2 and OAP 4
Auto Inactive Forms - Auto AU0062ORG Second set of plain-language policy change forms
Auto Inactive Forms - Auto AU0066ORG French Automobile Insurance Forms
Auto Inactive Forms - Auto AU0068ORG Third set of policy change forms
Auto Inactive Forms - Auto AU0070ORG Amendments to the Ontario Garage Automobile Policy (OAP 4) and related forms, and amendments to the Ontario Automobile Policy (OAP 1) and related forms
Auto Inactive Forms - Auto AU0080ORG Revised OEF 4a, 5 and 5c
Auto Active Forms - Auto AU0111ORG Other Automobile Insurance Forms
Auto Inactive Forms - Auto AU0112ORG Automobile Insurance Policy (O.A.P. 1), Application and Endorsement Forms
Auto Active Forms - Auto AU0113ORG Garage Automobile Policy (O.A.P. 4), Application and Endorsement Forms
Auto Inactive Forms - Auto AU0114ORG Auto Insurance Claims Forms (OCF Forms)
Auto Active Forms - Auto AU0138APP Automobile insurance non standard forms, endorsements and certificates of insurance approval filing process
Auto Active Fleets AU0077ORG FSCO's clarification about the exemption for fleets
Auto Active Fleets AU0078ORG Revised bulletin on the definition of "Fleet"
Auto Inactive Financial Literacy AU0001ORG Your Financial Literacy Portal
Pensions Inactive Filing - Pensions PE0020ORG Annual Information Return Fee Structure
Pensions Active Filing - Pensions PE0022ORG Filing Information for Pension Plan Administrators
Pensions Inactive Filing - Pensions PE0027ORG Requirement to Use Approved Forms
Pensions Active Filing - Pensions PE0048ORG Electronic Filing - Mandatory from January 1, 2013
Pensions Inactive Filing - Pensions PE0051ORG Superintendent of Financial Services Approved Family Law Forms
Pensions Active Filing - Pensions PE0057ORG Financial Statements
Pensions Inactive Filing - Pensions PE0066ORG Pension Forms
Pensions Active Filing - Pensions PE0086ORG FAQs - Statement of Investment Policies and Procedures (SIPP)
Pensions Active Filing - Pensions PE0126ORG General Information Regarding Annual Information Returns