Board packs and governance calendar
Reviewed in context, coordinated with the relevant qualified advisers and documented for informed decision-making.
GOVERNANCE & OPTIMISATION
A captive must operate as an insurer—not merely exist as a structure.
Valoris supports boards and management teams with the governance, reporting and optimisation required for a credible and sustainable captive programme.
Strengthen Governance ConfidentiallyTHE STRATEGIC QUESTION
Governance is an operating discipline.
A captive’s value depends on the quality of its decisions, controls and review processes after formation—not simply its legal existence.
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.
Risk-register management and ORSA support
Reviewed in context, coordinated with the relevant qualified advisers and documented for informed decision-making.
Claims, reserving and actuarial oversight
Reviewed in context, coordinated with the relevant qualified advisers and documented for informed decision-making.
Capital, liquidity and investment monitoring
Reviewed in context, coordinated with the relevant qualified advisers and documented for informed decision-making.
Reinsurance renewal and collateral review
Reviewed in context, coordinated with the relevant qualified advisers and documented for informed decision-making.
Regulatory reporting coordination
Reviewed in context, coordinated with the relevant qualified advisers and documented for informed decision-making.
Annual strategic programme review
Reviewed in context, coordinated with the relevant qualified advisers and documented for informed decision-making.
Existing captive optimisation
Reviewed in context, coordinated with the relevant qualified advisers and documented for informed decision-making.
KEY DELIVERABLES
Decision-useful, board-ready outputs.
01
Annual governance calendar
02
Board reporting framework
03
Capital and risk monitoring dashboard
04
Renewal and collateral review
05
Strategic programme assessment
06
Prioritised optimisation roadmap
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.
Strengthen Governance ConfidentiallyInitial discussions are confidential and non-binding.