| New / updated | Deadline | Topic |
Activity |
Market bulletins |
Lloyd's department and contact details |
|
12 Jan 2009 |
New start ups |
Managing agents to make an outline proposal to Lloyd's for a new mixed syndicate as at 1 April 2009 |
|
Nigel Williamson Relationship Management +44 (0)20 7327 6415 |
|
28 May 2009 |
Syndicate reporting |
Quarterly monitoring return (QMR) extract for quarter one 2009 dispatched to recipients. |
|
Robert Smith Market Reporting +44 (0)20 7327 5459 |
|
29 May 2009 |
Solvency |
Deadline for Names to clear solvency shortfalls |
|
Kevin Nethersall Market Reporting +44 (0)20 7327 6253 |
|
29 May 2009 |
Agency reporting |
Agents with financial year ending 31 December 2008 to submit annual financial return (including audited AF1, audited accounts, detailed P&L, forecast P&L and balance sheet |
|
Robert Smith Market Reporting +44 (0)20 7327 5459 |
|
29 May 2009 |
Distribution |
Latest date for members' agents to send consolidated personal accounts to members. |
|
Graham Bonner Market Services +44 (0)1634 392056 |
|
29 May 2009 |
Tax |
Last date for managing agents to provide Canadian Syndicate Information statements to Market Services for completion of Canadian income tax returns |
Y4272 (89.79KB, pdf) |
Christine Allcott Market Services +44 (0)1634 392433 |
|
12 Jun 2009 |
Coming into line |
Deadline for new members to provide additional Funds at Lloyd's (FAL) and supporting documents to Lloyd's for a new mixed syndicate commencing 1 July 2009. (should include stage two documentation) |
|
Karen Fox Market Services +44 (0)1634 392368 |
|
15 Jun 2009 |
French office |
Second quarter GAREAT return for period 1 January 2009 to 10 June 2009 to be submitted to the French office. |
|
Stephen Yates International Market Access +44 (0)20 7327 5351 |
|
15 Jun 2009 |
French office |
Submit amended GAREAT return for period 1 January 2009 to 31 December 2009 if required. |
|
Stephen Yates International Market Access +44 (0)20 7327 5351 |
|
15 Jun 2009 |
Performance Management Data |
Managing agents to submit Performance Management Data for May 2009 via core market returns software by 12:00 |
|
Rufaro Butau Market Analysis +44 (0)20 7327 5426 |
|
16 Jun 2009 |
Distribution |
2006 distribution losses to be funded and paid to syndicates. |
|
Dave Stevens Market Services +44 (0)1634 392287 |
|
19 Jun 2009 |
Coming into line |
Members' agents and direct corporate members to confirm that members have signed syndicate lists and are in compliance with Lloyd's requirements for funds at Lloyd's for new mixed syndicates commencing 1 July 2009 |
|
Karen Fox Market Services +44 (0)1634 392368 |
|
19 Jun 2009 |
Syndicate reporting |
Managing agents to submit, by 12.00, non-aligned syndicate business forecasts for 2009 and 2010 via the core market returns website |
Y4256 (498.70KB, pdf) |
Phil Sloan Franchise Performance +44 (0)20 7327 5952 |
|
19 Jun 2009 |
Pre-emptions |
Last date for managing agents of spread syndicates to submit their intention to pre-empt or de-empt for 2010 to Market Services |
|
Sally Dunning Market Services +44 (0)1634 392486 |
|
19 Jun 2009 |
Agency agreements |
Latest date for managing agents to submit full applications for fee/profit commission in respect of an unaligned syndicate. |
Y4247 (62.36KB, pdf) |
Paul Brady Legal Services +44 (0)20 7327 5750 |
|
19 Jun 2009 |
Agency reporting |
Managing and members' agents to provide details of register of agents charges for 2010 |
|
Sally Dunning Market Services +44 (0)1634 392486 |
|
30 Jun 2009 |
Agency reporting |
Agents with financial year ending 31 December 2008 to submit accounts of ultimate holding company as part of the AF1 exercise |
|
Robert Smith Market Reporting +44 (0)20 7327 5459 |
|
30 Jun 2009 |
Coming into line |
Members to provide additional Funds at Lloyd's (FAL) and supporting documents to clear mid year coming-into-line (CIL) shortfalls. |
|
Karen Fox Market Services +44 (0)1634 392368 |
|
30 Jun 2009 |
Coming into line |
Valuation date for November coming into line exercise |
|
Malcolm Colesworthy Market Services +44 (0)1634 392497 |
|
30 Jun 2009 |
Declaration of compliance |
Deadline for Direct Corporate Members to submit declaration of compliance |
|
Karen Fox Market Services +44 (0)1634 392368 |