Where the undertaking lacks the skills in-house, or wishes to complement them, the firm holds the actuarial function or the risk management function. The designated holder is a natural person from the firm, whose notification file is prepared together with the undertaking.

The function is held within a written framework: outsourcing agreement, direct access to the board of directors, annual work calendar, and separation between the function and the production work it reviews, which the firm does not combine for the same undertaking without the board's express agreement.