Practice Areas

Holding Company Systems

We assist clients in preparing and filing their annual insurance holding company registration statements (Forms B and C) as well as the more recently required Enterprise Risk Report (Form F).  We advise and assist clients in filing Form D, Prior Notice of a Transaction, and filings with various states.  We are monitoring and will assist clients in the filing of Own Risk and Solvency Assessments (ORSA) as those filing requirements become effective in the future.