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Learn more about how our know how can work for you.


Insurance companies face a myriad of regulatory, tax, accounting and structuring considerations when looking for financing solutions that are adapted to their capital, liquidity or risk management needs. 

Our suite of services range from those provided to captive insurance mangers – where our outsourcing model gives the flexibility to quickly upscale and downscale teams to match business needs – to services for insurance management and funds and corporate entities.

Insurance outsource services

Our services include:

1. Full client accounting function during the cycle

  • Processing general journal entries
  • Reconciling bank statements
  • Preparing and reviewing management accounts
  • Preparing comprehensive executive summary reports
  • Preparing liquidation accounts
  • Preparing consolidated accounts (IFRS/GAAP)

2. Audit file preparation and liaison

  • Preparing/obtaining the financial management accounts
  • Preparing audit confirmations
  • Requesting supporting documents and schedules and confirming adequacy prior to being sent to auditors
  • Compiling a full audit package that would include all financial line items referenced to respective supporting documents and backup schedules
  • Liaising with auditors to ensure all items are dealt with in a timely fashion

3. Ad hoc accounting cycle functions

  • Setting up management account templates for monthly/quarterly accounts
  • Assisting with license submission schedules such as proformas

Insurance corporate services

Our services include:

  • Establishing and managing SPVs
  • Reviewing/managing documentation
  • Preparing compliance/financial accounting and reporting 
  • Providing directors/officers
  • Providing trustee administration
  • Providing corporate secretarial services
  • Preparing investor/regulatory reporting
  • Acting as listing sponsor
  • Providing full operational support 
  • Providing termination services
  • Providing treasury services
  • Preparing regulatory support/business plans
  • Providing ESG associated services

Funds services

Our services include:

  • Providing transaction management services
  • Providing director and trustee services
  • Providing Corporate governance and board support
  • Providing accounting and reporting services
  • Launching and establishing funds
  • Providing fund accounting, administration and financial reporting
  • Providing AIFM ManCo services
  • Providing AIFMD depositary services
  • Providing investor reporting
  • Providing carried interest services
  • Providing investor on-boarding/KYC services

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