Notice - 2023 Annual Return Templates for Insurance Intermediaries (2023-06-23)

Summary

This is a short notice from the Bermuda Monetary Authority reminding Insurance Intermediaries of the submission requirements for their 2023 annual return filings, following up on an earlier notice issued on 14 March 2023 covering the same topic.

• Format: Annual return submissions and related attachments must be provided in Microsoft Excel electronic format.
• Delivery method: Files must be zipped and emailed to IntermediariesAnnualReturns@bma.bm.
• Deadline: Submissions must be sent on or before the filing deadline of 30 June 2023.
• Queries: Questions about the notice, prudential rules, annual return templates or codes of conduct should be directed to InsuranceManagers@bma.bm or InsuranceIntermediaries@bma.bm as applicable.

Key obligations

• Insurance Intermediaries must submit their annual return and related attachments in Microsoft Excel electronic format.
• Insurance Intermediaries must send their zipped annual return files to IntermediariesAnnualReturns@bma.bm on or before 30 June 2023.

Applies to

Insurance Intermediaries

Deadlines

• 30 June 2023: Filing deadline for submission of 2023 annual return and related attachments in zipped Microsoft Excel format to IntermediariesAnnualReturns@bma.bm.