Notice - Insurance - Intermediaries - 2025 Annual Return Templates (2025-04-01)

Summary

This notice announces that the BMA has posted the 2025 annual return templates for insurance intermediaries on its website. The forms and supporting documents are largely unchanged from prior years, and the notice sets out how and when to submit completed returns.

• Who it covers: Insurance managers and insurance brokers and agents (insurance intermediaries).
• Submission method: Completed annual return and related attachments must be emailed as a zipped Microsoft Excel file to IntermediariesAnnualReturns@bma.bm.
• Deadline: Submission is due by 30 June 2025.
• Queries: Questions on the notice, prudential rules, templates or codes of conduct should be directed to InsuranceManagers@bma.bm or InsuranceIntermediaries@bma.bm as applicable.
• Where to find templates: The latest version of the templates is available in the Reporting Forms and Guidelines section of the BMA website.

Key obligations

• Insurance managers and insurance brokers and agents must complete the 2025 annual return using the posted templates and email it, with related attachments, as a zipped Microsoft Excel file to IntermediariesAnnualReturns@bma.bm by 30 June 2025.

Applies to

insurance managers, insurance brokers and agents, insurance intermediaries

Deadlines

• 30 June 2025: Deadline to email the completed 2025 annual return and attachments (zipped Excel file) to IntermediariesAnnualReturns@bma.bm.