Solvency, in context
Separate Solvency II, Solvency UK and local regimes. Capture validated capital inputs, coverage ratios, technical provisions, ORSA/OSCA and stress evidence.
From the first premium to the moment a promise matters. Bring life insurance, investments, policyholders and independent oversight into one accountable operating platform.
Protection · Savings · Investment bonds · Retirement
Configure the products your firm is authorised to provide. Premium methods, investment options and distribution countries follow the approved product design.
A customer view for policies and funds, and a controlled path for every request. Suitability is a reasoned human decision supported by evidence.
Identity, policy roles, beneficiaries, source of funds, tax self-certification and customer support needs.
Demands and needs, risk tolerance, capacity for loss, knowledge, experience, objectives and liquidity.
Advised and non-advised fund-switch requests, charges and guarantee impacts, assessments and approvals.
Claim notification, entitlement, bereavement support, independent decisions and Finance settlement controls.
Board and executive oversight connect to operational records, departmental ownership, independent Risk and Compliance, and third-line Internal Audit.
Isle of Man, Jersey, Guernsey, UK, EU, UAE, Cayman Islands and Bahamas. Each entity needs its own licence, product, customer and reporting applicability decisions.
Connect actuarial, policy, investment and ledger evidence with independent approvals, reconciliations and controlled reporting releases.
Separate Solvency II, Solvency UK and local regimes. Capture validated capital inputs, coverage ratios, technical provisions, ORSA/OSCA and stress evidence.
Contract classification, IFRS 17 insurance and reinsurance, IFRS 9 assets, IFRS 15 fees, reconciliations, disclosure evidence and Board close packs.
CRS/AEOI, FATCA and CARF with their own scope, data and schema controls. Local AML/CFT/CPF, sanctions and fraud processes informed by FATF standards.
One firm or a group. Choose the products and operating model, then agree the delivery, controls and cost.
Setup & enterprise pricing ↗