Federal Office of Private Insurance FOPI

Federal Office of Private Insurance FOPI

Federal Office of Private Insurance FOPI

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Reports, Communications, Formulars etc.

Various reports and communications presently relevant for Life insurers, for Individual as well as Group insurances. Documents in German. If French is preferred, select this language at top right.

Some former official documents may also be consulted under section "Older documents"

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L*DK2_23.08.05_Bericht zur Trennung des Sicherungsfonds

Reporting of FOPI to the GPK (Governmental control commission) on the implementation of the new law on the separation of Tied Assets for the OPP (Occupational pension plans).
Most recent changes 25.01.2006 | Size: 47 kb | Type: PDF

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L*DK2_Fragebogen zur Kollektivversicherung BVG

Model of questionnaire to be filled yearly by Insurance companies dealing with Occupational pension plans. Not appropriate for downloading. The actual documents are being sent directly to the companies by the FOPI every year.
Most recent changes 25.01.2006 | Size: 32 kb | Type: PDF

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Circular RS 7/2008 of 20 May 2008 (available in German and French)

Rundschreiben betreffend Lebensversicherung
Most recent changes 21.05.2008 | Size: 79 kb | Type: PDF

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Circular RS 1/2007 of 7 February 2007 (available in German and French)

Abfindungswerte / Sollbetrag des gebundenen Vermögens / Ausschüttungsquote, Offenlegungsvorschlag und Entnahmen bei der Überschusszuteilung in der beruflichen Vorsorge sowie technischer Zinssatz für Euro-Policen
Most recent changes 20.06.2007 | Size: 32 kb | Type: PDF

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L*RS_Runschreiben 2006/3__Neue aufsichtsrechtliche Bestimmungen für die Lebensversicherung

Versicherungsmaterialien / Informationspflichten / Versicherungstechnische Rückstellungen / Tarifierung / Abfindungswerte / Überschüsse
Most recent changes 24.01.2008 | Size: 54 kb | Type: PDF

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L*DK_27.01.2005_Schätzung Sollbetrag der gebundenen Vermögen (früher SiFo)

(In German only). Cover letter of the documents for estimation of mandatory level of Tied assets per 31.12.2004
Most recent changes 31.05.2006 | Size: 145 kb | Type: PDF

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L*DK_09.2004_Bericht über die Solvabilitätsspanne

(only in German): 09.2004 Report on the solvability margin
Most recent changes 31.05.2006 | Size: 33 kb | Type: PDF

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L*DK_11.2003_Mustervereinbarung Bank_VE

Model of agreement between a Bank and Insurance company for safekeeping of Values of the surety fund.
Version 11.2003 of the Annex to Circular SBVg Nr.771 D of 9.4.1987
Most recent changes 26.01.2006 | Size: 29 kb | Type: PDF

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