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Forms for recording business plan data

The forms must be filled out completely and signed with a legally binding signature in accordance with art. 216 para. 9 SO and submitted by 31 December 2007 at the latest.

Forms for recording business plan data (Word document)

Overview

 
Types

Form and title
 
Non-life
(
1) 
Non-life branch in CH  (2)
Life
Life branch in CH (2)
 Re
Health insurance shemes 
Company statutes
 X
 X
  X 
 X
 X
 X
Organisation
 X
 X
 X
 X
 X
 X
Activites abroad
 X
 X
 X
 X
 X
 X
D Financial resources, provisions
 X
 X
 X
 X
 X
 X
Annual financial statement
 X
 X
 X
 X
 X
 
Holdings
 X
 
 X
 
 X
 
G Direction
 X
 X
 X
 X
 X
 
Responsible actuary
 X
 X
 X
 X
 X
 X
Independant auditor
 X
 X
 X
 X
 X
 X (3)
J Outsourcing
 X
 X
 X
 X
 X
 X
Insurance classes
 X
 X
 X
 X
 X
 X
L National Bureau of insurance
 X
 X
 
 
 
 
Assistance services
 X
 X
 
 
 
 
Reinsurance
 X
 X
 X
 X
 X
 X
O Development costs
 X
 X
 X
 X
 X
 
Projected balance sheets
 X
 X
 X
 X
 X
 
Risk management
 X
 X
 X
 X
 X
 X (3)
Rates, GCI
Rates and GCI subject to approval for occupational pension plan insurance and supplementary health insurance

(1) Including non-life insurers (only) providing health insurance.
(2) Only branches of foreign undertakings are recorded here.
(3) Provisions for health insurance schemes providing supplementary insurance in accordance with Circular RS 11/2006 of the Federal Office of Private Insurance (FOPI) dated 1 November 2006.
Type: DOC
Business Plan: Cover sheet
Title sheet, list of enclosures, and certification
Most recent changes 15.11.2007 | Size: 182 kb | Type: DOC

Type: DOC
Business Plan: Forms A1, A2, A3
Company statutes
Most recent changes 30.11.2007 | Size: 216 kb | Type: DOC

Type: DOC
Business Plan: Form B
Organizational structure and geographic areas of activity
Most recent changes 15.11.2007 | Size: 175 kb | Type: DOC

Type: DOC
Business Plan: Form C
Licence from the competent foreign supervisory authority or equivalent certification
Most recent changes 15.11.2007 | Size: 198 kb | Type: DOC

Type: DOC
Business Plan: Form D
Details of financial resources and provisions
Most recent changes 15.11.2007 | Size: 172 kb | Type: DOC

Type: DOC
Business Plan: Form E
Annual financial statements for the last three business years or the opening balance sheet if a new insurance undertaking
Most recent changes 15.11.2007 | Size: 158 kb | Type: DOC

Type: DOC
Business Plan: Form F
Details of persons who directly or indirectly hold at least 10% of the capital or voting rights
Most recent changes 15.11.2007 | Size: 188 kb | Type: DOC

Type: DOC
Business Plan: Form G
Schedule of named individuals entrusted with the direction, supervision, control and management and/or person(s) holding a general power of attorney
Most recent changes 15.11.2007 | Size: 229 kb | Type: DOC

Type: DOC
Business Plan: Form H
Designation of the responsible actuary
Most recent changes 15.11.2007 | Size: 166 kb | Type: DOC

Type: DOC
Business Plan: Form I
Designation of the independent auditor and the persons responsible for the mandate
Most recent changes 10.06.2008 | Size: 192 kb | Type: DOC

Type: DOC
Business Plan: Form J
Contracts or other agreements by which principal functions of the insurance undertaking are to be outsourced
Most recent changes 15.11.2007 | Size: 164 kb | Type: DOC

Type: DOC
Business Plan: Form K
Proposed insurance classes and the nature of the risks to be insured
Most recent changes 25.07.2008 | Size: 237 kb | Type: DOC

Type: DOC
Business Plan: Form L
Statement of membership of the National Bureau of Insurance and the National Guarantee Fund
Most recent changes 15.11.2007 | Size: 179 kb | Type: DOC

Type: DOC
Business Plan: Form M
Details of resources available to provide assistance services
Most recent changes 15.11.2007 | Size: 173 kb | Type: DOC

Type: DOC
Business Plan: Form N
Reinsurance plan or retrocession plan
Most recent changes 15.11.2007 | Size: 180 kb | Type: DOC

Type: DOC
Business Plan: Form O
Estimate of costs required to build up the insurance undertaking (initial approval)
Most recent changes 15.11.2007 | Size: 221 kb | Type: DOC

Type: DOC
Business Plan: Form P
Projected balance sheets and projected statements of income (initial approval)
Most recent changes 15.11.2007 | Size: 282 kb | Type: DOC

Type: DOC
Business Plan: Form Q
Details of risk identification, limitation and monitoring
Most recent changes 15.11.2007 | Size: 175 kb | Type: DOC

Type: DOC
Business Plan: Form R
Rates and general conditions of insurance (occupational pension plans and supplementary health insurance)
Most recent changes 15.11.2007 | Size: 172 kb | Type: DOC

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Type: PDF

09.11.2007 | 116 kb | PDF
Type: PDF

09.11.2007 | 297 kb | PDF


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