• Report titled ‘Unit-linked Funds: Unit Creation and Investment Processes’ aimed at life companies
  • The analysis examines what a life company should be aiming to achieve in establishing robust business processes in these areas and outlines solutions to meet both business process timelines and equity in unit pricing requirements
  • The possible implications of the FCA thematic review into the management and governance of unit-linked funds is the backdrop against which the analysis is based

Dublin, 18 July 2013 – Financial Risk Solutions Limited (FRS), a leading provider of unit pricing and investment administration software for the Life Assurance and Pensions industries, has published new analysis into unit creation and investment processes in unit-linked funds for life companies.

This analysis, the second in the series from FRS, looks at unit creation and investment process in the context of ‘fair calculation of policy holder benefits’ – one of the key risks to be assessed in the current Financial Conduct Authority (FCA) review into the management and governance of unit-linked funds.

Titled ‘Unit-Linked Funds: Unit Creation and Investment Processes’, the report examines what a company should be aiming to achieve in establishing robust business processes in these areas and outlines solutions to meet both business process timelines and equity in unit pricing requirements.

The full report can be accessed here…


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Notes to Editor

About Financial Risk Solutions (FRS)

Financial Risk Solutions Ltd (FRS) is a leading provider of unit pricing and investment administration software specifically designed for the Life Assurance industry. It was founded in 1999 by actuaries and IT specialists and is one of the leading software providers in its sector.

Its Invest|Pro™ product suite is a recognised leading benchmark in the life assurance investment administration market and clients are some of the biggest brands in Life Assurance and Third Party Administration including Accenture Insurance Services, MetLife, and IFDS.

Invest|Pro™ is a modular software system for investment administration that can manage unit pricing and portfolio valuations, asset/liability unit matching, box management, trade order management, investment accounting, financial reporting and compliance with investment mandates in a single application. Product types covered include unit-linked funds, portfolio bonds, self-invested/directed pensions, shareholder funds and with-profit funds.

For more information visit http://www.frsltd.com