Drafting of SFCR, RSR and ORSA reports, reconciliation of financial and prudential information, preparation of presentation materials and discussions with audit and risk committees through to completion of the documents.
Three reports with distinct purposes
The firm handles eight assignments per year on average. The SFCR publicly presents solvency and financial condition; the RSR provides regular information to the supervisor; the ORSA report documents the own risk and solvency assessment. We tailor the writing to each document’s purpose and audience.
Drafting in coordination with your teams
We gather contributions from finance, technical teams and key functions, then draft the reports and check their consistency with the accounts, prudential returns and business plan. For the ORSA, we document assumptions, scenarios, solvency projections and proposed management actions.
Preparing for discussion and approval
We present the main findings to audit and risk committees and discuss assumptions, changes and areas requiring attention. We prepare answers to their questions, incorporate their feedback and help finalise the documents for approval by the relevant governing bodies, followed by publication or submission as appropriate for each report.