Regulatory Reporting for Pension Funds and Insurers

We create the required country-specific reports for our clients who are managing funds for insurers.

The reports are created by restructuring data using a converter. The required calculation functions, triggered by the converter, are then carried out. The final reports are ready to be sent.

Through years of experience in processing fund data for mandatory regulation and reporting we can offer a fast, cost and time effective service to our clients who will hardly notice its execution.

An example of such a report in Germany is the BVI/VAG report which is required quarterly per fund.

Switzerland, Austria and many other European countries require similar reporting for insurance and pension funds

We have developed check lists for these reports which allow us to quickly review existing and missing data. The check lists also show us alternatives for gaps and shortcomings in the delivery systems.

Please contact Armin Jacobi for further information.