2. REPORTING TEMPLATES
2.1 The Insurance Intermediaries and Insurance Managers are required to submit financial and prudential returns listed in Table 1.:
Table 1. The list of financial and prudential returns and their applications
Returns Template | Annex No. | Application | |
Financial Statements | Financial position/ Balance sheet | 1.1. | Applicable for Insurance Intermediaries and Insurance Managers |
Financial position/ Balance sheet of Branches | 1.2. | Applicable only for branches of Insurance Intermediaries and Insurance Managers | |
Profits and Losses Report | 1.3. | Applicable for Insurance Intermediaries and Insurance Managers | |
Prudential Returns | Capital Resources and Indemnity Insurance Calculation | 1.4. | Not applicable for branches of Insurance Intermediaries and Insurance Managers |
Business operations of Insurance Intermediary and Insurance Managers | 1.5. | Applicable for Insurance Intermediaries and Insurance Managers | |
Information on Controller | 1.6. | Applicable for Insurance Intermediaries and Insurance Managers | |
Financial Conduct Returns | Staffing and Conduct | 2.1 | Applicable for Insurance Intermediaries and Insurance Managers |