Client-centric, outcome-based, cost-effective and quality services tailored to small clients' needs

Co-Sourcing Chief Actuary and Finance & Actuarial BAU

INCLUDES BUT NOT LIMITED TO:

  • Actuarial models build and maintenance (AXIS)

  • Quarterly/annual financial reporting (controllership as “add-on” services)

  • Statutory valuation and asset adequacy analysis

  • Experience studies and assumption setting

  • Management reporting and profitability analysis

  • FP&A and capital planning

  • Preparation for Board and Rating Agency meetings

  • Regulator communication

  • Co-sourcing Chief Actuary and Appointed Actuary

Strategy

  • Balance sheet management

  • Capital optimization

  • Economic valuation of a block or company for divestiture or acquisition

  • Evaluation of reinsurers

  • Reinsurance M&A and due diligence

  • Methodology research and strategy formulation for rating improvement

INCLUDES BUT NOT LIMITED TO:

Actuarial, Finance, and Risk Management Projects

  • Reinsurance transaction and post-close Finance implementation

  • AXIS model conversion projects for various reserving basis (e.g., IFRS 17, Canadian GAAP, US GAAP and STAT, China GAAP, Singapore Local, Bermuda)

  • LDTI implementation

  • Bermuda operation

  • Launch a product (end-to-end or turnkey solutions)

  • Develop processes and analytics for financial reporting

  • Establish (or review) risk management framework

  • Establish (or review) Reinsurance governance framework (incl. treaty governance and reinsurance audit procedures)

  • Establish (or review) assumption governance and experience studies guidelines

INCLUDES BUT NOT LIMITED TO:

Temporary talent solutions

  • Finance & Actuarial leadership team

  • Chief of Staff

  • Reinsurance transaction team

PREMIUM SERVICES

REGULAR SERVICES

  • Loan a staff (under supervision of client)