Archive: Annual filings

• Archived information

  The following is archived information pursuant to the Mortgage Brokers Act, which was replaced on October 13, 2026, by the Mortgage Services Act. The page is displayed for reference only. For current guidance, please see the Mortgage Brokers Knowledge Base.

Brokerages must upload annual filings through IRIS on their own behalf. Depending on whether a brokerage is authorized to handle trust funds, the required forms to make your filings varies. 

If a brokerage is authorized to handle trust funds, submit:

• Form 13 Engagement Letter Between Accountant and Client;
• Form 14 Mortgage Broker’s Representations to the Registrar of Mortgage Brokers; and
• Form 15 Accountant’s Report.

If a brokerage is not authorized to handle trust funds, submit:

• Form 12 Statutory Declaration Respecting Absence of Trust Transactions (only)

All required forms must be signed by a notary or a lawyer for those outside of British Columbia.

To submit your annual filings:

1. Log in to IRIS;
2. Click into your brokerage in the Organizational Dashboard, and locate the Service Request number associated with the annual filing that is also identified in your email reminder; and
3. Follow the prompts within IRIS to submit your filings.