Feasibility studies
Carrying out a feasibility study on a captive is a real decision-making tool, making it possible to assess the benefits and costs of setting up the structure while taking into account the specific insurance, legal, financial and tax arrangements in place in the parent company.
Captive management
Once the captive has been set up, it must be managed in full regulatory compliance, with technical oversight of the policies issued and the production of monthly/quarterly and annual financial statements and activity reports, etc.
After a period of adaptation, the various stakeholders within the parent companies will have acquired the skills to use the captive tool effectively and can turn their focus to giving fresh impetus to their risk financing strategy. This is a good time to run a diagnostic on the captive, review its role and positioning and look at potential means of optimising it.