Our specialized solutions simplify compliance for Canadian federal and provincial filing requirements, specifically for insurance companies and federally registered pension plans.
By focusing on accuracy and reducing complexity, we help clients meet regulations efficiently and with confidence.
Up-to-date electronic form solutions tailored for federal and provincial insurance companies and federally regulated pension plans, ensuring you stay compliant with less hassle and more accuracy.
We're dedicated to providing exceptional regulatory reporting solutions. Your compliance journey is our priority, and we're always available to answer your questions, especially during critical deadlines.
Leveraging our expertise in the Canadian regulations and data requirements, we stay ahead of regulatory changes and proactively update our electronic forms to keep you compliant, reducing stress and ensuring accurate submissions.
Create your account todayOur digital solutions streamline the form-filling process, reducing errors and saving you time. With automated data validation and real-time error checking, our solutions ensure that your forms are completed accurately and efficiently.
Contact one of our expertsYour data privacy is our priority. Our service offering doesn’t require data hosting, minimizing risks of unauthorized access.. We are committed to maintaining confidentiality and compliance with data protection, ensuring secure support when needed.
Explore our packages
We assess your needs, provide secure access to our tools, and offer training and ongoing support to ensure a smooth, compliant execution of your regulatory reporting.
We take the time to understand your unique needs and provide the right solutions to meet your regulatory reporting requirements.
We set up your organization and users on our secure website so you can access the latest tools and information at your fingertips.
We provide initial training, ongoing support, and updates to ensure your solutions run smoothly and stay compliant.
Secure support is available whenever you need it.
Whether you're a Canadian insurer, a foreign branch licensed to operate in Canada, or a federally regulated pension plan, our solutions are tailored to meet your unique needs.
Explore the features & benefits
SETpro offers a variety solutions that include features and benefits to support your regulatory reporting processes. The tools include the latest regulatory returns and the functionality that creates efficiencies, validates data and generates output files in the formats required by federal and provincial regulators. The four main categories of our tools are:
Our Life Pro tools support the financial, statistical, and capital regulatory reporting returns required by Canadian and foreign life insurance companies, branches, and fraternal benefit societies. The Life Pro tools and the returns they support include:
In addition to the various regulatory financial returns, most life insurers must file the following requested statements with Statistics Canada that are also supported by SETpro
Our P&C Pro tools support the financial, statistical, and capital regulatory reporting returns required by Canadian and foreign property and casualty (P&C) insurance companies and branches. The P&C Pro tools and the returns they support include:
Our MI Pro tools support the financial, statistical, and capital regulatory reporting returns required by Canadian mortgage insurance (MI) companies. The MI Pro tools and the returns they support include:
Our Pension Pro tool includes financial and information required to be reported on an annual basis for federally regulated pension plans. The Pension Pro tools and the returns they support include:
Ensure your organization meets all federal and provincial regulations effortlessly with our easy-to-use compliance forms tailored for the Canadian market. Stay ahead with solutions designed to keep you compliant and focused on what matters most.
Create your account today
