Company Overview

COMPANY SELECTION

In the Return Setup Window, select an existing company from the Company Name drop down or add a new company within the COMPANY Tab.

To add a new company, click the Create Company button on the right:

Once the Company Name is created, all the fields with drop down will be automatically filled by default. However, the user can choose other options from the drop down menu as needed.

Click the Next button to complete company creation.

SUPERVISORY SECTION

Changing the location of a company will automatically update all other relevant fields in this section. You can still change these settings later.

GROUP REPORTING SECTION

In the Reporting Type field found under Corporate Structure:

a. if Group Entity is selected, you need to choose one of the options for the group solvency calculation.
b. if either Solo Entity or Lloyd’s syndicate is selected, no need to make additional Group Reporting options.

Additional information about each field can be found by hovering the mouse pointer over the blue “i” (information) icon where available like the example shown below: