Trust Companies: Monthly and Quarterly Financial Returns for Canadian Institutions

December monthly results for October fiscal year end filers are published on February 15th, and results for December fiscal year end filers are published on February 28th. The dataset is provided by the Office of the Superintendent of Financial Institutions Canada and includes scheduled publication dates for all active monthly and quarterly returns for 2026. It relates to reporting requirements for Small and Medium-Sized Deposit Taking Institutions under updated 2023 capital and liquidity guidelines.

Use Cases

• Monitor regulatory compliance based on scheduled publication dates for monthly and quarterly returns.
• Analyze changes in reporting requirements for Category III SMSBs based on the 2023 Capital and Liquidity requirements guideline.
• Track the disclosure timeline alignment with publicly traded financial institutions mentioned in the description.

Strengths

• Scheduled publication dates are explicitly listed for all 12 months of 2026 and for four quarters.
• Data is provided by the authoritative regulatory body, the Office of the Superintendent of Financial Institutions Canada.
• The description references specific OSFI guidelines for reporting requirements.

Limitations

• Column-level documentation is absent; field semantics must be inferred after download.
• Row count is unknown, which may limit suitability assessment.
• Data may reflect temporal bias inherent to open_canada, focusing on 2026 publication schedules.

Provenance

Source

Office of the Superintendent of Financial Institutions Canada

Collection Method

Regulatory reporting by financial institutions.

Time Range

Publication schedules are provided for the year 2026.

Freshness

Last updated 2026-04-16 15:02:27.259381; freshness should be verified.

Geography

Canada