Corporate, ownership and governance setup
Reviewed in context, coordinated with the relevant qualified advisers and documented for informed decision-making.
FORMATION & LICENSING
From approved strategy to licensed operating platform.
We coordinate captive formation across legal, regulatory, actuarial, financial and operational workstreams.
Plan a Confidential Formation DiscussionTHE STRATEGIC QUESTION
Coordinated execution without losing strategic intent.
Formation translates an approved proposition into a functioning insurer, with clearly sequenced responsibilities and disciplined launch readiness.
Our work is independent, evidence-led and calibrated to the organisation’s risk profile, jurisdiction, capital capacity and governance capability.
SCOPE OF WORK
The workstreams that establish substance.
Business plan and financial projections
Reviewed in context, coordinated with the relevant qualified advisers and documented for informed decision-making.
Licensing application coordination
Reviewed in context, coordinated with the relevant qualified advisers and documented for informed decision-making.
Provider selection
Reviewed in context, coordinated with the relevant qualified advisers and documented for informed decision-making.
Capitalisation, banking and treasury
Reviewed in context, coordinated with the relevant qualified advisers and documented for informed decision-making.
Underwriting, claims and investment policies
Reviewed in context, coordinated with the relevant qualified advisers and documented for informed decision-making.
Fronting, reinsurance and collateral
Reviewed in context, coordinated with the relevant qualified advisers and documented for informed decision-making.
Launch-readiness review
Reviewed in context, coordinated with the relevant qualified advisers and documented for informed decision-making.
KEY DELIVERABLES
Decision-useful, board-ready outputs.
01
Coordinated formation plan
02
Licensing submission workstream
03
Provider appointment framework
04
Governance and policy suite
05
Capital and operating readiness tracker
06
Formal launch-readiness review
CONFIDENTIAL INITIAL DISCUSSION
Begin with a clear and confidential assessment.
An initial discussion provides an independent first view of the questions, evidence and workstreams that matter.
Plan a Confidential Formation DiscussionInitial discussions are confidential and non-binding.