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Business Timetable

Provides information on regulatory and franchisor deadlines which apply to the Lloyd's market. Includes deadline dates, descriptions and links to any relevant market bulletins.

Upcoming Deadlines

Tue 26 Oct
26 Oct. Tue
Distribution
Deadline for Managing Agents to notify Member Services of any interim cash calls due for payment on 30th November 2020.
  • Managing Agents
Wed 27 Oct
27 Oct. Wed
Distribution
2nd Auction
  • Managing Agents
Wed 27 Oct
27 Oct. Wed
Distribution
Deadline for Member Services to receive instructions to transfer 2018 profits into special reserve fund (SRF).
  • Members
Wed 27 Oct
27 Oct. Wed
Canadian Reporting
Managing agents to lock completed electronic reporting packs.
  • Managing Agents
Thu 28 Oct
28 Oct. Thu
Distribution
2nd Auction
  • Managing Agents
Fri 29 Oct
29 Oct. Fri
US reporting
Managing Agents to lock completed electronic reporting packs
  • Managing Agents
Fri 29 Oct
29 Oct. Fri
Tax Members Agent and DCP Level*
Deadline for submission of UK Tax Residency Declaration forms to Lloyd’s Tax Department – DCP Members only
  • Members
Fri 29 Oct
29 Oct. Fri
Syndicate reporting
Quarterly ePlacing (PPL) Submission - Q3 2021
  • Syndicates
Fri 29 Oct
29 Oct. Fri
STAMP
Deadline for resignations, if member wishes to be excluded from provisional stamp.
  • Members
Fri 29 Oct
29 Oct. Fri
Agency reporting
Agents to submit quarterly financial return for quarter ending 30 September 2021.  Sign off required by director on behalf of the board.
  • Managing Agents
Fri 29 Oct
29 Oct. Fri
ECA
Economic Capital Assessment (ECA). Pre tier 2 assets confirmation deadline release. Member Modelling Software update, based on the latest agreed aligned syndicate SCR's.
  • Managing Agents
  • Members
Sun 31 Oct
31 Oct. Sun
Contract Certainty Reporting
By the last day of each month.
  • Lloyd’s Asia Service Companies
Mon 01 Nov
01 Nov. Mon
Syndicate reporting
Managing Agents to submit Actuarial Function Reports (covering underwriting and reinsurance opinions) for each syndicate under management to AFReports@lloyds.com.
  • Managing Agents
Mon 01 Nov
01 Nov. Mon
STAMP
Deadline for provisional stamp to be in place.
  • Members
Tue 02 Nov
02 Nov. Tue
Lloyd's Asia Compliance Report
Submission to LA on the 2nd working day of each month. This submission is only applicable to Managing Agents with a Service Company presence in Singapore (including Service Companies on run-off). Please refer to the Lloyd’s website (https://www.lloyds.com/en-sg/lloyds-around-the-world/service-companies) for a list of Service Companies or reach out to Lloyd's Asia Compliance if you are unsure.
  • Lloyd’s Asia Service Companies
Tue 02 Nov
02 Nov. Tue
US reporting
Receive back notarised jurat pages
  • Managing Agents
Wed 03 Nov
03 Nov. Wed
Distribution
Final Auction
  • Managing Agents
Thu 04 Nov
04 Nov. Thu
Distribution
Final Auction
  • Managing Agents
Thu 04 Nov
04 Nov. Thu
Syndicate reporting
Managing agents to submit quarter 3 2021 QMB, via Market Data Collection (MDC) website by 2PM
  • Managing Agents
Thu 04 Nov
04 Nov. Thu
Syndicate reporting
Managing agents to submit quarter three 2021 QMA via the MDC platform by 2PM
  • Managing Agents
Thu 04 Nov
04 Nov. Thu
US reporting
Managing Agents to submit cash transfer forms
  • Managing Agents
Fri 05 Nov
05 Nov. Fri
Coming into line
Deadline for all Members to submit any applications* which include Tier 2 assets/instructions. All documentation must be received by this date, no extensions to this deadline can be granted. Members' Tier 2 capital should not exceed 50% of their Economic Capital Assessment (ECA) where they have an ECA of over £5million. Please refer to Market Bulletin Y5177 for full information of the limits of Tier 2 assets and pre-approval of these assets.
  • Members
Mon 08 Nov
08 Nov. Mon
Tax Members Agent and DCP Level
Treaty Waiver Declaration - Icluding Member-Level Reinsurance request, Trancer Pricing sign-off & Reporting Uncertain Tax Positions
  • Members
Thu 11 Nov
11 Nov. Thu
Canadian Reporting
Managing agents to submit cash transfer forms
  • Managing Agents
Thu 11 Nov
11 Nov. Thu
User Pays*
Complaints handling charges due to be levied provided to managing agents to allow them to be verified prior to collection via ARCS.
  • Managing Agents
Fri 12 Nov
12 Nov. Fri
FAL*
Deadline for all Members to submit their application* to substitute assets on a £ for £ basis within their Funds at Lloyd’s - excluding Tier 2 assets
  • Members
Fri 12 Nov
12 Nov. Fri
User pays
Complaints handling charges due to be levied provided to managing agents to allow them to be verified prior to collection via ARCS
  • Managing Agents
Fri 12 Nov
12 Nov. Fri
ECA
Economic Capital Assessment (ECA). Pre corridor test release. Member Modelling Software update, based on the latest agreed aligned syndicate SCR's.
  • Managing Agents
  • Members
Fri 12 Nov
12 Nov. Fri
Tax Members Agent and DCP Level
Singapore Tax - Change of ownership for Singapore members (members will be contacted directly if return required)
  • Members
Fri 12 Nov
12 Nov. Fri
Client onboarding*
Member Modeller: Final date for updating Phase 4 syndicates’ approved ECA
  • Managing Agents
Fri 12 Nov
12 Nov. Fri
Corporate Consolidations
Deadline for submission of Deeds and documentation for Corporate Consolidations to be effective from 1 January
  • Members
Mon 15 Nov
15 Nov. Mon
US reporting
US situs top up cash movement date
  • Managing Agents
Mon 15 Nov
15 Nov. Mon
Hong Kong Risk Return (HKR)
Submission of Hong Kong Risk Return for October 2021 before 12:00 (UK Time) using core market returns software NOTE: This Return is only required to be submitted in relation to business written by a Hong Kong based coverholder and responsibility for such rests with the lead syndicate
  • Coverholders
Mon 15 Nov
15 Nov. Mon
Hong Kong Claim Return (HKC)
Submission of Hong Kong Claim Return for October 2021 before 12:00 (UK Time) using core market returns software NOTE: This Return is only required to be submitted in relation to business written by a Hong Kong based coverholder and responsibility for such rests with the lead syndicate
  • Coverholders
Wed 17 Nov
17 Nov. Wed
Tax Members Agent and DCP Level
US Tax - BEAT 8991 Questionnaire and 36 month expense worksheet to be completed by corporate members and returned to tax operations to enable the filing of Lloyd's aggregate form 8991.
  • Members
Wed 17 Nov
17 Nov. Wed
Part VII November Submission (Monthly & Initial Load catch-up)
In-scope Part VII Syndicates to submit Part VII Monthly data (as at 31/10/2021) via Market Data Collection (MDC) website against the November submission business events (and initial load catch-up file if required). Submission window opens on the 02/11/2021 and closes on the 17/11/2021.
  • Syndicates
Wed 17 Nov
17 Nov. Wed
Syndicate reporting
Syndicate forecast information for non-aligned syndicates for quarter three 2021 uploaded to Lloyd's.com.
  • Managing Agents
Thu 18 Nov
18 Nov. Thu
Coming into line
Publication of the Quarterly Corridor Test (QCT) statement (New ECA)
  • Managing Agents
Thu 18 Nov
18 Nov. Thu
Canada reporting
Cash movement date for LCTF and Margin Fund adjustment
  • Managing Agents
Thu 18 Nov
18 Nov. Thu
Portfolio Risk Management
Managing Agents to submit Lloyd's Catastrophe Model (LCM) Quarterly Return as at 1 October 2021 by MIDDAY. This return is via SecureStore.
  • Managing Agents
Fri 19 Nov
19 Nov. Fri
China Reinsurance Registration
Confirmation that documents, provided to the syndicate by Lloyd’s for review, can be submitted to the China Banking Insurance Regulatory Commission (CBIRC) in order to meet the quarterly reinsurance registration process. Note: This confirmation is only required in relation to syndicates that are registered with CBIRC.
  • Syndicates
  • Managing Agents
Fri 26 Nov
26 Nov. Fri
Portfolio Risk Management
Managing Agents to submit Lloyd's Europe Standard Formula Return: 2021 Year-End by MIDDAY. This return is via SecureStore.
  • Managing Agents
Fri 26 Nov
26 Nov. Fri
Coming into line*
Final Member Modeller Release
  • Managing Agents
Tue 30 Nov
30 Nov. Tue
US reporting
Post timetable and instructions on Secure Store
  • Managing Agents
Tue 30 Nov
30 Nov. Tue
Service Company Audit
Extend to end Nov 2021
  • Lloyd’s Asia Service Companies
Tue 30 Nov
30 Nov. Tue
Agency reporting
Agents with financial year ending 30 June 2021 to submit annual financial return (including audited AF1, audited accounts, detailed P&L, forecast P&L and balance sheet)
  • Managing Agents
Tue 30 Nov
30 Nov. Tue
Distribution
"Drop" Deadline for Members giving up capacity and subsequent 'take up' of drop capacity
  • Managing Agents
Tue 30 Nov
30 Nov. Tue
Distribution
Interim cash calls to be funded and paid to syndicates.
  • Syndicates
Tue 30 Nov
30 Nov. Tue
Service Company Audit
Extend to end Nov 2021
  • Lloyd’s Asia Service Companies
Tue 30 Nov
30 Nov. Tue
Canadian Reporting
Post timetable and instructions on Secure Store
  • Managing Agents
Tue 30 Nov
30 Nov. Tue
Contract Certainty Reporting
By the last day of each month.
  • Lloyd’s Asia Service Companies
Wed 01 Dec
01 Dec. Wed
STAMP
Deadline date for the receipt of signed 2022 syndicate lists from DCP Members.
  • Members
Wed 01 Dec
01 Dec. Wed
Part VII December Submission (Monthly & Initial Load catch-up)
In-scope Part VII Syndicates to submit Part VII Monthly data (as at 30/11/2021) via Market Data Collection (MDC) website against the December submission business events (and initial load catch-up file if required). Submission window opens on the 01/12/2021 and closes on the 14/12/2021.
  • Syndicates
Thu 02 Dec
02 Dec. Thu
Lloyd's Asia Compliance Report
Submission to LA on the 2nd working day of each month.
  • Lloyd’s Asia Service Companies
Fri 03 Dec
03 Dec. Fri
FAL
Deadline for prospective Corporate Members to submit their Stage 2 FAL applications
  • Managing Agents
Fri 03 Dec
03 Dec. Fri
Coming into line
Deadline for all Members to submit their application* to introduce new or additional assets, or release surplus Funds at Lloyd's (with the exception of Tier 2 assets) based on the Q4 corridor test. All supporting documentation must also be received by this date. NO FURTHER FAL FILES TO BE SUBMITTED UNTIL 2022
  • Managing Agents
Fri 10 Dec
10 Dec. Fri
User pays
Complaints handling charges collection via ARCS
  • Managing Agents
Fri 10 Dec
10 Dec. Fri
Coming into line
Deadline date for the confirmation from Members' Agents that all 2022 syndicate lists have been received and signed by Members.
  • Managing Agents
  • Members
Mon 13 Dec
13 Dec. Mon
French office *
Q4 2021: GAREAT Large risk return to French Office for period 1 January 2021 to 10 December 2021 (one submission for Lloyd's Europe)
  • Managing Agents
Wed 15 Dec
15 Dec. Wed
Hong Kong Risk Return (HKR)
Submission of Hong Kong Risk Return for November 2021 before 12:00 (UK Time) using core market returns software NOTE: This Return is only required to be submitted in relation to business written by a Hong Kong based coverholder and responsibility for such rests with the lead syndicate
  • Coverholders
Wed 15 Dec
15 Dec. Wed
Syndicate reporting
Request sent to managing agents to complete questionnaire relating to policyholders who meet the definition of an 'eligible complainant' to meet Lloyd's FCA reporting requirements.
  • Managing Agents
Wed 15 Dec
15 Dec. Wed
Hong Kong Claim Return (HKC)
Submission of Hong Kong Claim Return for November 2021 before 12:00 (UK Time) using core market returns software NOTE: This Return is only required to be submitted in relation to business written by a Hong Kong based coverholder and responsibility for such rests with the lead syndicate
  • Coverholders
Wed 15 Dec
15 Dec. Wed
Syndicate reporting
Request sent to managing agents to complete questionnaire relating to policyholders who meet the definition of an 'eligible complainant' to meet Lloyd's FCA reporting requirements.
  • Managing Agents
Thu 16 Dec
16 Dec. Thu
Coming into line
Deadline for receipt of assets to satisfy Quarterly Corridor Test including new Corporate Members All assets including cash must be registered/settled within FAL for a Member to be "in line".
  • Managing Agents
Fri 17 Dec
17 Dec. Fri
Coming into line
Issuance of Overdue Notice advising cessation of underwriting from 1/1 for those members who have not met their Q4 Corridor Test obligations
  • Managing Agents
Fri 17 Dec
17 Dec. Fri
Australian Terrorism
Managing Agents to submit their opt in or opt out letter to International Regulatory Affairs via SecureStore
  • Managing Agents
Fri 17 Dec
17 Dec. Fri
Coming into line
Members Agents and DCP Members to confirm all their Members have satisfied their Q4 Corridor Test, by submitting the relevant form.
  • Managing Agents
Fri 24 Dec
24 Dec. Fri
Tax - Syndicate Level
Submit details of Investment income and Capital Gains and Losses on all NON-US DOLLAR syndicate funds so that Tax operations can prepare US Tax Reports for US members to enable them to file their personal Tax Returns.
  • Syndicates
Thu 30 Dec
30 Dec. Thu
Service Company Audit
Extend to end Nov 2021.
  • Lloyd’s Asia Service Companies
Fri 31 Dec
31 Dec. Fri
Contract Certainty Reporting
By the last day of each month. This submission is only applicable to Managing Agents with a Service Company presence in Singapore (including Service Companies on run-off). Please refer to the Lloyd’s website (https://www.lloyds.com/en-sg/lloyds-around-the-world/service-companies) for a list of Service Companies or reach out to Lloyd's Asia Compliance if you are unsure.
  • Lloyd’s Asia Service Companies
Fri 31 Dec
31 Dec. Fri
FAL
Annual valuation of Funds at Lloyd's.
  • Members
Fri 31 Dec
31 Dec. Fri
STAMP
Deadline for submission of capacity movements for deceased names post final auction.
  • Members
Tue 04 Jan
04 Jan. Tue
Syndicate reporting
Complaints Team will request confirmation from Managing Agents that all complaints relating to UK policyholders have been notified to Lloyd’s under the Complaints Handling Code with a two week deadline for response.
  • Managing Agents
Wed 05 Jan
05 Jan. Wed
Syndicate reporting
Complaints team will request a sample of Summary Resolution Communications issued in the previous quarter to be reviewed in accordance with the UK Complaints Handling Code with a two week deadline for response.
  • Managing Agents
Thu 13 Jan
13 Jan. Thu
Syndicate Reporting
Managing Agents to submit GQD return as at Quarter 4 2021 via MDC
  • Managing Agents
Fri 14 Jan
14 Jan. Fri
Syndicate reporting
Response due following the request for managing agents to complete the questionnaire relating to policyholders who meet the definition of an 'eligible complainant' to meet Lloyd's FCA reporting requirements
  • Managing Agents
Fri 14 Jan
14 Jan. Fri
Hong Kong Risk Return (HKR) *
Submission of Hong Kong Risk Return for December 2021 before 12:00 (UK Time) using core market returns software NOTE: This Return is only required to be submitted in relation to business written by a Hong Kong based coverholder and responsibility for such rests with the lead syndicate
  • Coverholders
Fri 14 Jan
14 Jan. Fri
Australian Terrorism
Managing Agents to submit the Quarter 1 Australian Reinsurance Pool Corporation Return to International Regulatory Affairs via SecureStore
  • Managing Agents
Fri 14 Jan
14 Jan. Fri
Hong Kong Claim Return (HKC) *
Submission of Hong Kong Claim Return for December 2021 before 12:00 (UK Time) using core market returns software NOTE: This Return is only required to be submitted in relation to business written by a Hong Kong based coverholder and responsibility for such rests with the lead syndicate
  • Coverholders
Tue 18 Jan
18 Jan. Tue
US reporting
Electronic packs for US quarterly filing available on ORS
  • Managing Agents
Thu 20 Jan
20 Jan. Thu
LCR
LCR relating to Legacy Reinsurance Contracts – Resubmission of Lloyd’s Capital Return (LCR) to take account of Reinsurance to Close (RITC) contracts or Loss Portfolio Transfers (LPTs) which were provisionally used for capital assessments with RITC providers. Any Submission on this date must be via prior agreement with MRC.
  • Syndicates
  • Managing Agents
Thu 20 Jan
20 Jan. Thu
Syndicate reporting
Response due following the request for confirmation from Managing Agents that all complaints relating to policyholders have been notified to Lloyd’s under the Complaints Handling Code.
  • Managing Agents
Fri 21 Jan
21 Jan. Fri
Syndicate Reporting
Managing agents to submit quarter four 2021 unaudited QSR and QAD via the CMR platform by 2PM
  • Managing Agents
Wed 26 Jan
26 Jan. Wed
Canada reporting
Electronic packs for Canadian quarterly Reporting available on the Overseas Reporting System
  • Managing Agents
Fri 28 Jan
28 Jan. Fri
Cyber Attestation Return
Date for the return of the Cyber Attestation template
  • Syndicates
Fri 28 Jan
28 Jan. Fri
Syndicate reporting
Quarterly ePlacing (PPL) Submission - Q4 2021
  • Syndicates
Mon 31 Jan
31 Jan. Mon
New Zealand FIC Annual Return
Coverholders and DCAs to submit completed reports to Lloyd's Australia by designated date
  • Coverholders
Mon 31 Jan
31 Jan. Mon
Agency reporting
Agents to submit quarterly financial return for quarter ending 31 December 2021. Sign off required by director on behalf of the board.
  • Managing Agents
Wed 02 Feb
02 Feb. Wed
Canada reporting
Managing Agents to lock completed electronic reporting packs.
  • Managing Agents
Thu 10 Feb
10 Feb. Thu
Syndicate Reporting
Managing agents to submit quarter four 2021 QMA via the MDC platform by 2PM
  • Managing Agents
Thu 10 Feb
10 Feb. Thu
Q4 21 QMB
Managing agents to submit quarter 4 2021 QMB, via Market Data Collection (MDC) website by 2PM
  • Managing Agents
Mon 14 Feb
14 Feb. Mon
US reporting
Managing Agents to lock completed electronic reporting packs
  • Managing Agents
Wed 16 Feb
16 Feb. Wed
US reporting
Managing Agents to submit cash transfer forms
  • Managing Agents
Thu 17 Feb
17 Feb. Thu
US reporting
Receive back notarised jurat pages
  • Managing Agents
Fri 18 Feb
18 Feb. Fri
US reporting
US Investment transfer date
  • Managing Agents
Wed 23 Feb
23 Feb. Wed
US reporting
US situs top up cash movement date
  • Managing Agents
Mon 28 Feb
28 Feb. Mon
US reporting
Post timetable and instructions on Secure Store
  • Managing Agents
Mon 28 Feb
28 Feb. Mon
Agency reporting
Agents with financial year ending 30 September 2021 to submit annual financial return (including audited AF1, audited accounts, detailed P&L, forecast P&L, forecast balance sheet and ultimate holding company accounts)
  • Managing Agents
Mon 28 Feb
28 Feb. Mon
Canada reporting
Post timetable and instructions on Secure Store
  • Managing Agents
Tue 01 Mar
01 Mar. Tue
Canada reporting
Managing agents to submit cash transfer forms to Settlement and Trust Funds
  • Managing Agents
Thu 03 Mar
03 Mar. Thu
Syndicate Reporting
Agents to submit 31.12.2021 syndicate annual report and accounts together with agent and auditor confirmation of agreement with QMA
  • Managing Agents
Thu 03 Mar
03 Mar. Thu
Syndicate Reporting
Agents submit underwriting year accounts to Lloyd’s together with PDFs of annual and underwriting year accounts
  • Managing Agents
Thu 03 Mar
03 Mar. Thu
LCR
Managing Agents to submit, by 1pm, re-assessed Lloyd's Capital Return (LCR) pro forma for any syndicate whose ultimate SCR has moved materially (greater than 10% movement prior to adjustment for: FX, risk margin and reinsurance contract boundary adjustment changes as a minimum). The LCR submission should be a full pro forma submitted via the Market Data Collection (MDC) platform and include a document supporting the changes made to the methodology document. The LCR should be calculated at the year-end exchange rate (TBC) and be based on the latest/final 2022 Syndicate Business Forecast (SBF) submission.
  • Managing Agents
Fri 11 Mar
11 Mar. Fri
Syndicate Reporting
Managing agents to submit quarter four 2021 audited ASR, ASB and AAD via the CMR platform by 2PM
  • Managing Agents
Tue 29 Mar
29 Mar. Tue
Syndicate Reporting
Managing Agents to submit TPD return as at year-end 2021 via MDC
  • Managing Agents
Thu 31 Mar
31 Mar. Thu
Syndicate reporting
Managing Agents to send annual and underwriting year accounts to members.
  • Managing Agents
Mon 04 Apr
04 Apr. Mon
Syndicate reporting
Complaints Team will request confirmation from Managing Agents that all complaints relating to UK policyholders have been notified to Lloyd’s under the Complaints Handling Code with a two week deadline for response.
  • Managing Agents
Wed 06 Apr
06 Apr. Wed
Syndicate reporting
Complaints team will request a sample of Summary Resolution Communications issued in the previous quarter to be reviewed in accordance with the UK Complaints Handling Code with a two week deadline for response.
  • Managing Agents
Tue 12 Apr
12 Apr. Tue
Syndicate Reporting
Managing Agents to submit GQD return as at Quarter 1 2022 via MDC
  • Managing Agents
Fri 15 Apr
15 Apr. Fri
Australian Terrorism
Managing Agents to submit the Quarter 2 Australian Reinsurance Pool Corporation Return to International Regulatory Affairs via SecureStore
  • Managing Agents
Mon 18 Apr
18 Apr. Mon
Syndicate reporting
Response due following the request for confirmation from Managing Agents that all complaints relating to policyholders have been notified to Lloyd’s under the Complaints Handling Code.
  • Managing Agents
Fri 22 Apr
22 Apr. Fri
Syndicate reporting
Managing agents to submit quarter one 2022 unaudited QSR and QAD via the CMR platform by 2PM
  • Managing Agents
Fri 29 Apr
29 Apr. Fri
Agency reporting
Agents to submit quarterly financial return for quarter ending 31 March 2022. Sign off required by director on behalf of the board.
  • Managing Agents
Thu 05 May
05 May. Thu
Q1 22 QMB
Managing agents to submit quarter 1 2022 QMB, via Market Data Collection (MDC) website by 2PM
  • Managing Agents
Thu 05 May
05 May. Thu
Syndicate Reporting
Managing agents to submit quarter one 2022 QMA via the MDC platform by 2PM
  • Managing Agents
Tue 31 May
31 May. Tue
Agency reporting
Agents with financial year ending 31 December 2021 to submit annual financial return (including audited AF1, audited accounts, detailed P&L, forecast P&L, forecast balance sheet and ultimate holding company accounts)
  • Managing Agents
Wed 15 Jun
15 Jun. Wed
Syndicate reporting
Request sent to managing agents to complete questionnaire relating to policyholders who meet the definition of an 'eligible complainant' to meet Lloyd's FCA reporting requirements.
  • Managing Agents
Fri 17 Jun
17 Jun. Fri
User Pays*
Complaints handling charges collection via ARCS
  • Managing Agents
Wed 06 Jul
06 Jul. Wed
Syndicate reporting
Complaints team will request confirmation from Managing Agents that all complaints relating to UK policyholders have been notified to Lloyd’s under the Complaints Handling Code with a two week deadline for response.
  • Managing Agents
Wed 06 Jul
06 Jul. Wed
Syndicate reporting
Complaints team will request a sample of Summary Resolution Communications issued in the previous quarter to be reviewed in accordance with the UK Complaints Handling Code with a two week deadline for response.
  • Managing Agents
Fri 15 Jul
15 Jul. Fri
Syndicate reporting
Response due following the request for managing agents to complete the questionnaire relating to policyholders who meet the definition of an 'eligible complainant' to meet Lloyd's FCA reporting requirements.
  • Managing Agents
Tue 19 Jul
19 Jul. Tue
Syndicate reporting
Response due following the request for confirmation from Managing Agents that all complaints relating to policyholders have been notified to Lloyd’s under the Complaints Handling Code.
  • Managing Agents
Thu 21 Jul
21 Jul. Thu
Syndicate Reporting
Managing agents to submit quarter two 2022 unaudited QSR and QAD via the CMR platform by 2PM
  • Managing Agents
Fri 29 Jul
29 Jul. Fri
Agency reporting
Agents to submit quarterly financial return for quarter ending 30 June 2022. Sign off required by director on behalf of the board.
  • Managing Agents
Thu 04 Aug
04 Aug. Thu
Syndicate Reporting
Managing agents to submit quarter two 2022 QMA via the MDC platform by 2PM
  • Managing Agents
Thu 04 Aug
04 Aug. Thu
Q2 22 QMB
Managing agents to submit quarter 2 2022 QMB, via Market Data Collection (MDC) website by 2PM
  • Managing Agents
Tue 06 Sep
06 Sep. Tue
LCR
LCR - Phase 1 syndicates to submit the final Lloyd's Capital Return (LCR) pro forma based on the final 2023 Syndicate Business Forecast (SBF) submission.  Submit via the Market Data Collection (MDC) platform by 1pm. Please attach all accompanying documentation as specified in the LCR guidance, as well as Major Model Change applications where required and where possible the validation report.  If uploading more than 3 attachments please consider using SecureShare (Lloyds.com>ToolsandSystems>SecureShare>MRC - Syndicate Capital Setting).
  • Syndicates
Fri 09 Sep
09 Sep. Fri
LCR
Model Change Template - Phase 1 syndicates to submit the Model change template, by 1pm, via SecureShare (Lloyds.com>ToolsandSystems>SecureShare) if not included with the Phase 1 LCR.
  • Syndicates
Tue 13 Sep
13 Sep. Tue
LCR
Validation - Phase 1 syndicates to submit Validation report, by 1pm, via SecureShare (Lloyds.com>ToolsandSystems>SecureShare>MRC - Syndicate Capital Setting) if not included with the Phase 1 LCR.
  • Syndicates
Thu 15 Sep
15 Sep. Thu
LCR
LCR - Phase 2 syndicates to submit the final Lloyd's Capital Return (LCR) pro forma based on the final 2023 Syndicate Business Forecast (SBF) submission.  Submit via the Market Data Collection (MDC) platform by 1pm. Please attach all accompanying documentation as specified in the LCR guidance, as well as Major Model Change applications where required and where possible the validation report.  If uploading more than 3 attachments please consider using SecureShare (Lloyds.com>ToolsandSystems>SecureShare>MRC - Syndicate Capital Setting).
  • Syndicates
Tue 20 Sep
20 Sep. Tue
LCR
Model Change Template - Phase 2 syndicates to submit the Model change template, by 1pm, via SecureShare (Lloyds.com>ToolsandSystems>SecureShare) if not included with the Phase 2 LCR.
  • Syndicates
Thu 22 Sep
22 Sep. Thu
LCR
LCR - Phase 3 syndicates to submit the final Lloyd's Capital Return (LCR) pro forma based on the final 2023 Syndicate Business Forecast (SBF) submission.  Submit via the Market Data Collection (MDC) platform by 1pm. Please attach all accompanying documentation as specified in the LCR guidance, as well as Major Model Change applications where required and where possible the validation report.  If uploading more than 3 attachments please consider using SecureShare (Lloyds.com>ToolsandSystems>SecureShare>MRC - Syndicate Capital Setting).
  • Syndicates
Thu 22 Sep
22 Sep. Thu
LCR
Validation - Phase 2 syndicates to submit Validation report, by 1pm, via SecureShare (Lloyds.com>ToolsandSystems>SecureShare>MRC - Syndicate Capital Setting) if not included with the Phase 2 LCR.
  • Syndicates
Tue 27 Sep
27 Sep. Tue
LCR
Model Change Template - Phase 3 syndicates to submit the Model change template, by 1pm, via SecureShare (Lloyds.com>ToolsandSystems>SecureShare) if not included with the Phase 3 LCR.
  • Syndicates
Thu 29 Sep
29 Sep. Thu
LCR
Validation - Phase 3 syndicates to submit Validation report, by 1pm, via SecureShare (Lloyds.com>ToolsandSystems>SecureShare>MRC - Syndicate Capital Setting) if not included with the Phase 3 LCR.
  • Syndicates
Tue 04 Oct
04 Oct. Tue
LCR
LCR - Phase 4 syndicates to submit the final Lloyd's Capital Return (LCR) pro forma based on the final 2023 Syndicate Business Forecast (SBF) submission.  Submit via the Market Data Collection (MDC) platform by 1pm. Please attach all accompanying documentation as specified in the LCR guidance, as well as Major Model Change applications where required and where possible the validation report.  If uploading more than 3 attachments please consider using SecureShare (Lloyds.com>ToolsandSystems>SecureShare>MRC - Syndicate Capital Setting).
  • Syndicates
Tue 04 Oct
04 Oct. Tue
Syndicate reporting
Complaints Team will request confirmation from Managing Agents that all complaints relating to UK policyholders have been notified to Lloyd’s under the Complaints Handling Code with a two week deadline for response.
  • Managing Agents
Wed 05 Oct
05 Oct. Wed
Syndicate reporting
Complaints team will request a sample of Summary Resolution Communications issued in the previous quarter to be reviewed in accordance with the UK Complaints Handling Code with a two week deadline for response.
  • Managing Agents
Fri 07 Oct
07 Oct. Fri
LCR
Model Change Template - Phase 4 syndicates to submit the Model change template, by 1pm, via SecureShare (Lloyds.com>ToolsandSystems>SecureShare) if not included with the Phase 4 LCR.
  • Syndicates
Tue 11 Oct
11 Oct. Tue
LCR
Validation - Phase 4 syndicates to submit Validation report, by 1pm, via SecureShare (Lloyds.com>ToolsandSystems>SecureShare>MRC - Syndicate Capital Setting) if not included with the Phase 4 LCR.
  • Syndicates
Tue 18 Oct
18 Oct. Tue
Syndicate reporting
Response due following the request for confirmation from Managing Agents that all complaints relating to policyholders have been notified to Lloyd’s under the Complaints Handling Code.
  • Managing Agents
Fri 28 Oct
28 Oct. Fri
Agency reporting
Agents to submit quarterly financial return for quarter ending 30 September 2022. Sign off required by director on behalf of the board.
  • Managing Agents
Thu 03 Nov
03 Nov. Thu
Syndicate Reporting
Managing agents to submit quarter three 2022 QMA via the MDC platform by 2PM
  • Managing Agents
Thu 03 Nov
03 Nov. Thu
Q3 22 QMB
Managing agents to submit quarter 3 2022 QMB, via Market Data Collection (MDC) website by 2PM
  • Managing Agents
Wed 30 Nov
30 Nov. Wed
Agency reporting
Agents with financial year ending 30 June 2022 to submit annual financial return (including audited AF1, audited accounts, detailed P&L, forecast P&L, forecast balance sheet and ultimate holding company accounts)
  • Managing Agents
Fri 09 Dec
09 Dec. Fri
User Pays*
Complaints handling charges collection via ARCS
  • Managing Agents
Thu 15 Dec
15 Dec. Thu
Syndicate reporting
Request sent to managing agents to complete questionnaire relating to policyholders who meet the definition of an 'eligible complainant' to meet Lloyd's FCA reporting requirements.
  • Managing Agents
Fri 13 Jan
13 Jan. Fri
Syndicate reporting
Response due following the request for managing agents to complete the questionnaire relating to policyholders who meet the definition of an 'eligible complainant' to meet Lloyd's FCA reporting requirements
  • Managing Agents