Business Timetable

Lloyd's business timetable provides information on the regulatory and franchisor deadlines that apply to the Lloyd's market including deadline dates, descriptions and links to any relevant market bulletins

Upcoming deadlines

  • Thu 22 Feb 2018

    Exposure Management and Reinsurance

    Activity

    SRS Q1 2018 syndicate submission deadline - BY MIDDAY

    Contacts

    Chris Wallings
    Lloyd's Risk Aggregation
    +44 (0)20 7327 5048

  • Thu 22 Feb 2018

    Syndicate reporting

    Activity

    Managing agents to submit quarter four 2017 quarterly monitoring return Part B(QMB) via core market returns.

    Contacts

    Tom Halfpenny
    Business Intelligence
    +44 (0)20 7327 5943

  • Fri 23 Feb 2018

    Tax - Members Agent and DCP Level *

    Activity

    Members' agents and members to complete and return member-level reinsurance ceded forms for Federal Excise tax purposes

    Contacts

    Simon Tyler
    Taxation
    +44 (0)1634 392512

  • Fri 23 Feb 2018

    Tax - Syndicate Level *

    Activity

    Managing agents to complete and return syndicate reinsurance ceded forms.

    Contacts

    Simon Tyler
    Tax Department
    +44 (0)1634 392512

  • Mon 26 Feb 2018

    US reporting

    Activity

    Cash Transfer value date

    Contacts

    Donna Broughton
    Settlement and Trust Funds
    +44 (0)1634 392693

  • Wed 28 Feb 2018

    Agency reporting

    Activity

    Agents with financial year ending 30 September 2017 to submit annual financial return (including audited AF1, audited accounts, detailed P&L, forecast P&L and balance sheet

    Contacts

    Jake Tomlin
    Market Finance
    +44 (0)20 7327 6581

  • Thu 01 Mar 2018

    LCR

    Activity

    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 and risk margin and reinsurance contract boundary adjustment changes as a minimum). The LCR submission should be a full pro forma with an analysis of change from the previous submission. The LCR should be calculated at the year-end exchange rate and be based on the final 2018 Syndicate Business Forecast (SBF) submission.

    Contacts

    Kevin Barnes 
    Market Reserving and Capital
    +44 (0)20 7327 5683

  • Thu 01 Mar 2018

    Syndicate reporting

    Activity

    Submit audited Q4 2017 QSR via CMR, by 2pm

    Contacts

    Paul Appleton
    Market Finance
    +44 (0)20 7327 6433

  • Thu 01 Mar 2018

    Syndicate reporting

    Activity

    Managing Agents to submit the model change template for each syndicate under management to GSII@lloyds.com at the same time as the LCR reassessment.

    Contacts

    Lyndsay Deeves
    Risk Assurance
    +44 (0)20 7327 5993

  • Fri 02 Mar 2018

    Distribution

    Activity

    Last date for Managing Agents to submit personal expense information for results collection via Distribution website

    Contacts

    Graham Bonner
    Market Services
    +44 (0)1634 392056

  • Fri 02 Mar 2018

    Syndicate reporting *

    Activity

    Cash transfer statements for open year profits to be submitted to Market Finance

    Contacts

    Kevin Nethersell
    Market Finance
    +44 (0)20 7327 6253

  • Fri 09 Mar 2018

    Distribution

    Activity

    Last date to notify Market Services of any open year 16 June cash calls for inclusion in the 2015 distribution process

    Contacts

    Theresa Thorp
    Market Services
    +44 (0)1634 392059

  • Fri 09 Mar 2018

    Distribution

    Activity

    Market Services to provide initial extract of Results data for Managing Agents

    Contacts

    Claire Sheahan
    Market Services
    +44 (0)1634 392904

  • Fri 09 Mar 2018

    Canadian reporting

    Activity

    Managing agents to submit cash transfer forms to Settlement and Trust Funds

    Contacts

    Donna Broughton
    Settlement and Trust Funds
    +44 (0)1634 392693

  • Wed 14 Mar 2018

    French office

    Activity

    Q1 2018: GAREAT large risk return to French Office for period 1 January 2018 to 10 March 2018.

    Contacts

    Stephanie Le Ninivin
    Lloyd's French Office
    +33 (0)1 42 60 85 92/+44 (0) 20 7327 7030

    Maria McLoughlin
    International Regulatory Affairs
    +44 (0)20 7327 5209

  • Wed 14 Mar 2018

    French office

    Activity

    Q5 2017: GAREAT large risk return to French Office for period 1 January 2017 to 31 December 2017.

    Contacts

    Stephanie Le Ninivin
    Lloyd's French Office
    +33 (0)1 42 60 85 92/+44 (0) 20 7327 7030

    Maria McLoughlin
    International Regulatory Affairs
    +44 (0)20 7327 5209

  • Thu 15 Mar 2018

    Hong Kong Risk Return (HKR) *

    Activity

    Submission of Hong Kong Risk Return for February 2018 before 12noon (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

    Contacts

    Adam Cable
    International Regulatory Affairs
    +44 (0)207 327 5277

    Thomas Haddrill
    Lloyd's General Representative for Hong Kong
    +852 2918 9911

    Email: HKCoverholderReporting@lloyds.com

     

     

     

     

     

     

     

  • Thu 15 Mar 2018

    Finance

    Activity

    Canadian Margin Fund quarter four 2017 - statements sent to managing agents

    Contacts

    Carolyn Smith
    Financial Control
    +44 (0)1634 392922

  • Thu 15 Mar 2018

    Hong Kong Claim Return (HKC) *

    Activity

    Submission of Hong Kong Claim Return for February 2018 before 12noon (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

    Contacts

    Adam Cable
    International Regulatory Affairs
    +44 (0)207 327 5277

    Thomas Haddrill
    Lloyd's General Representative for Hong Kong
    +852 2918 9911

    Email: HKCoverholderReporting@lloyds.com

     

     

     

     

     

     

     

  • Thu 15 Mar 2018

    Performance Management Data Return

    Activity

    Managing agents to submit Performance Management Data Return for February 2018 before 12:00 using core market returns software

    Contacts

    Matthew Orriss
    Business Intelligence
    +44 (0)20 7327 6823

  • Fri 16 Mar 2018

    Finance

    Activity

    Canadian Margin Fund adjustment, quarter four 2017 settlement date

    Contacts

    Carolyn Smith
    Financial Control
    +44 (0)1634 392922

  • Fri 16 Mar 2018

    Distribution

    Activity

    Managing Agents to raise any queries with Results data calculations

    Contacts

    Theresa Thorp
    Market Services
    +44 (0)1634 392059

  • Fri 16 Mar 2018

    Distribution

    Activity

    Market Services to issue distribution data (DD) files to members' agents

    Contacts

    Claire Sheahan
    Market Services
    +44 (0)1634 392904

  • Fri 16 Mar 2018

    Syndicate reporting

    Activity

    Managing agents to submit syndicate annual report and accounts as at 31 December 2017 together with agent and auditor confirmation of agreement with QMA

    Contacts

    Jake Tomlin
    Market Finance
    +44 (0)20 7327 6581

  • Fri 16 Mar 2018

    Canadian reporting

    Activity

    Quarter Four, 2016 Canadian Funding cash movement date

    Contacts

    Donna Broughton
    Settlement and Trust Funds
    +44 (0)1634 392693

  • Fri 16 Mar 2018

    Canadian reporting

    Activity

    Canadian Margin Fund adjustment date

    Contacts

    Donna Broughton
    Settlement and Trust Funds
    +44 (0)1634 392693

  • Tue 20 Mar 2018

    Syndicate reporting

    Activity

    Managing Agents to submit TPD return as at year-end 2017 via Core Market Returns

    Contacts

    James Lane
    Market Reserving & Capital
    +44 (0)20 7327 5952

  • Wed 21 Mar 2018

    Distribution

    Activity

    Remittance & Loss advices sent to Managing Agents for confirmation of amounts being collected via Lloyd's Central Accounting, including profit collections for Direct Corporate Members real debts and open year releases

    Contacts

    Claire Sheahan
    Market Services
    +44 (0)1634 392904

  • Wed 21 Mar 2018

    Syndicate reporting

    Activity

    Managing agents to submit PDF electronic versions of syndicate annual accounts and syndicate underwriting year accounts as at 31 December 2017 via the Market Returns website

    Contacts

    Jake Tomlin
    Market Finance
    +44 (0)20 7327 6581

  • Fri 23 Mar 2018

    Solvency *

    Activity

    UK solvency data produced and despatched to members' agents and direct corporate participants

    Contacts

    Kevin Nethersell
    Market Finance
    +44 (0)20 7327 6253

  • Fri 23 Mar 2018

    Direct Corporate Members (DCP) *

    Activity

    UK solvency data produced and despatched to members' agents and direct corporate participants

    Contacts

    Kevin Nethersell
    Market Finance
    +44 (0)20 7327 6253

  • Fri 23 Mar 2018

    Syndicate reporting *

    Activity

    Quarterly monitoring return extract for quarter four 2017 dispatched to recipients.

    Contacts

    Jake Tomlin
    Market Finance
    +44 (0)20 7327 6581

  • Mon 26 Mar 2018

    Distribution

    Activity

    Managing Agents to return Remittance & Loss advices to confirm profit amounts being collected via Lloyd's Central Accounting

    Contacts

    Claire Sheahan
    Market Services
    +44 (0)1634 392904

  • Wed 28 Mar 2018

    Distribution

    Activity

    Members' agents submit agent expense (AE) data files to Market Services

    Contacts

    Graham Bonner
    Market Services
    +44 (0)1634 392056

  • Thu 29 Mar 2018

    Finance

    Activity

    Swiss Deposit Adjustment

    Contacts

    Francois Jolly
    Treasury & Investment Managment
    +44 (0) 20 7327 5722

  • Thu 29 Mar 2018

    Exposure Management and Reinsurance

    Activity

    Managing Agents to submit Realistic Disaster Scenario (RDS) return as at 1 January 2018 including Supplementary Information by MIDDAY. This return is via CMR.

    Contacts

    Steven Champion
    Lloyd's Risk Aggregation
    +44 (0)20 7327 5983

  • Thu 29 Mar 2018

    Syndicate reporting

    Activity

    Managing Agents to send annual and underwriting year accounts to members.

    Contacts

    Jake Tomlin
    Market Finance
    +44 (0)20 7327 6581

  • Thu 29 Mar 2018

    Syndicate reporting

    Activity

    Managing Agents to submit AAD, ASR and ASB as at 31 December 2017 via Core Market Returns BY 2PM

    Contacts

    Paul Appleton
    Market Finance
    +44 (0)20 7327 6433

  • Thu 29 Mar 2018

    Syndicate reporting *

    Activity

    Managing Agents to submit to PMD Related Parties Disclosure template

  • Thu 29 Mar 2018

    Minimum Standards

    Activity

    Managing Agents to submit Attestation of Compliance with the Minimum Standards for each syndicate under management to oversight.framework@lloyds.com

    Contacts

    Lyndsay Deeves
    Risk Assurance
    +44 (0)20 7327 5993

  • Fri 30 Mar 2018

    Solvency *

    Activity

    Solvency date by which all non-life actuarial reports supporting the UK solvency and US trust fund opinions must be submitted to the Lloyd's Actuary

    Contacts

    Catherine Scullion
    Market Reserving and Capital
    +44 (0)20 7327 5567

  • Fri 30 Mar 2018

    Syndicate reporting

    Activity

    Managing agents to submit annual ORSA Report Return for each syndicate under management to ORSAsubmissions@lloyds.com

    Contacts

    Lyndsay Deeves
    Risk Assurance
    +44 (0)20 7327 5993

  • Fri 30 Mar 2018

    Declaration of compliance *

    Activity

    Deadline for Members Agents to submit declaration of compliance

    Contacts

    Angela Beckingham
    Market Services
    +44 (0)1634 392083

  • Tue 03 Apr 2018

    Syndicate reporting

    Activity

    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.

    Contacts

    Caron Viollet
    Complaints Team
    +44 (0)1634 392217

  • Wed 04 Apr 2018

    Syndicate reporting

    Activity

    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.

    Contacts

    Jenny Laverty
    Complaints Team
    +44 (0)1634 392320

  • Fri 06 Apr 2018

    Tax - Members Agent and DCP Level *

    Activity

    US Tax - Corporate members to confirm change of control information and controlled foreign corporation status for the United States income tax return

    Contacts

    Simon Tyler
    Taxation
    +44 (0)1634 392512

  • Fri 06 Apr 2018

    French office

    Activity

    Submission of completed syndicate medical malpractice legal liability return to Lloyd’s France

    Contacts

    Stephanie Le Ninivin
    Lloyd's French Office
    +33 (0)1 42 60 85 92/+44 (0) 20 7327 7030

     

     

  • Tue 10 Apr 2018

    Distribution

    Activity

    Market Services to collect sterling and US$ profits from funds Lloyd's American Trust Fund (LATF) and Lloyd's Dollar Trust Fund (LDTF) via central accounting (non-fasttrack amounts only). Note:any Open year releases should be included.

    Contacts

    Graham Bonner
    Market Services
    +44 (01634) 392056

  • Tue 10 Apr 2018

    Distribution

    Activity

    2015 distribution debt allocation process and interchange of information with members' agents and Direct Corporate Participants to commence

    Contacts

    Theresa Thorp
    Market Services
    +44 (0)1634 392059

  • Tue 10 Apr 2018

    Distribution

    Activity

    Managing Agents to provide technical cash call statements in respect of LATF surpluses, where appropriate, to Market Services (Life syndicates only)

    Contacts

    Graham Bonner
    Market Services
    +44 (0)1634 392056

  • Tue 10 Apr 2018

    Syndicate reporting

    Activity

    Managing Agents to submit GQD return as at Quarter 1 2018 via Core Market Returns BY 2PM

    Contacts

    James Lane
    Market Reserving & Capital
    +44 (0)20 7327 5952

  • Tue 10 Apr 2018

    Non-XIS Return

    Activity

    Managing agents to submit details of South African, Australian and Canada business not processed through central accounting as at 31 March 2018

    Contacts

    Hayley Youles
    Market Finance
    +44 (0)20 7327 5299

  • Wed 11 Apr 2018

    Direct Corporate Members (DCP) *

    Activity

    2015 distribution debt allocation process and interchange of information with members' agents and Direct Corporate participants to commence

    Contacts

    Theresa Thorp
    Market Services
    +44 (0)1634 392059

  • Fri 13 Apr 2018

    FAL *

    Activity

    Capital test - Release test/Coming into Line (CIL) calculations as at 30 December 2017 issued to Members' Agents

    Contacts

    Louise Holliday
    Market Services
    +44 (0)1634 392174

  • Fri 13 Apr 2018

    Syndicate reporting *

    Activity

    Managing Agents to return certificate and auditors statement for syndicates writing Irish Motor business

    Contacts

    Syed Shahid
    International Regulatory Affairs
    +44 (0)20 7327 6051

  • Fri 13 Apr 2018

    Tax - Syndicate Level *

    Activity

    Complete US investment income supplementary information and provide copies of 1042-S received from custodians to Tax Operations

    Contacts

    Lorraine Neal
    Taxation
    +44 (0)1634 392376

  • Fri 13 Apr 2018

    US reporting

    Activity

    Electronic packs for US filings to New York Insurance Department available on the Overseas reporting system.

    Contacts

    David Cokayne
    Market Finance
    +44 (0)20 7327 6238

  • Mon 16 Apr 2018

    Performance Management Data Return

    Activity

    Managing agents to submit Performance Management Data Return for March 2018 before 12:00 using core market returns software

    Contacts

    Matthew Orriss
    Business Intelligence
    +44 (0)20 7327 6823

  • Mon 16 Apr 2018

    Syndicate reporting

    Activity

    Submission of completed Singapore Risk Registration form - This report is only to be completed by those syndicates writing business via the Singapore Platform

    Contacts

    Kevin Blake
    Global Operations
    +44 (0)20 7327 5689

  • Wed 18 Apr 2018

    Hong Kong Risk Return (HKR) *

    Activity

    Submission of Hong Kong Risk Return for March 2018 before 12NOON (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

    Contacts

    Adam Cable
    International Regulatory Affairs
    +44 (0)207 327 5277

    Thomas Haddrill
    Lloyd's General Representative for Hong Kong
    +852 2918 9911

    Email: HKCoverholderReporting@lloyds.com

     

     

     

     

     

     

     

  • Wed 18 Apr 2018

    Hong Kong Claim Return (HKC) *

    Activity

    Submission of Hong Kong Claim Return for March 2018 before 12NOON (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

    Contacts

    Adam Cable
    International Regulatory Affairs
    +44 (0)207 327 5277

    Thomas Haddrill
    Lloyd's General Representative for Hong Kong
    +852 2918 9911

    Email: HKCoverholderReporting@lloyds.com

     

     

     

     

     

     

     

  • Wed 18 Apr 2018

    Syndicate reporting

    Activity

    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.

    Contacts

    Jenny Laverty
    Complaints Team
    +44 (0)1634 392320

  • Thu 19 Apr 2018

    Australian Terrorism *

    Activity

    Managing Agents to submit the Quarter 1 Australian Reinsurance Pool Corporation Return to Lloyd's General Representative in Australia and International Regulatory Affairs

    Contacts

    Rehan Syed-Muhammad 
    International Regulatory Affairs
    +44 (0)20 7327 5282

  • Fri 20 Apr 2018

    Tax - Members Agent and DCP Level *

    Activity

    Last date for members' agents to advise Tax Operations of stop loss policies paid or stop loss recoveries received in respect of their members.

    Contacts

    Simon Tyler
    Taxation
    +44 (0)1634 392512

  • Fri 20 Apr 2018

    Direct Corporate Members (DCP) *

    Activity

    Capital test - Release test/Coming into Line (CIL) calculations as at 30 December 2017 issued to DCP Members.

    Contacts

    Andrew Mires
    Market Services
    +44 (0)1634 392374

  • Mon 23 Apr 2018

    US reporting

    Activity

    Submission of TRIA electronic filing to Market Finance via SecureStore for filing with FIO by 15 May 2018

    Contacts

    Hayley Youles
    Market Finance
    +44 (0)20 7327 5299

  • Tue 24 Apr 2018

    Canadian reporting

    Activity

    Provision of Preliminary packs to market

    Contacts

    Tracey Nash
    Market Finance
    +44 (0)20 7327 5435

  • Wed 25 Apr 2018

    Finance

    Activity

    South African Trust Fund quarter one 2018 - statements sent to managing agents

    Contacts

    Carolyn Smith
    Financial Control
    +44 (0)1634 392922

  • Wed 25 Apr 2018

    User pays *

    Activity

    Deadline for invoices relating to quarter one 2018 Market Services user pays charges to be issued to agents.

    Contacts

    Nikki Hopper
    Market Services
    +44 (0)1634 392872

  • Wed 25 Apr 2018

    Direct Corporate Members (DCP) *

    Activity

    Provision of updated ECAs for all members (via member modelling software) using year end rates of exchange and post Dec 2017 RITCs

    Contacts

    Neil Wells
    Market Reserving and Capital
    + 44 (0)20 7327 6034

  • Wed 25 Apr 2018

    Direct Corporate Members (DCP) *

    Activity

    Deadline for invoices relating to quarter one 2018 Market Services user pays charges to be issued to agents.

    Contacts

    Nikki Hopper
    Market Services
    +44 (0)1634 392872

  • Thu 26 Apr 2018

    Finance

    Activity

    Illinois Trust Fund quarter one 2018 - statements sent to managing agents

    Contacts

    Carolyn Smith
    Financial Control
    +44 (0)1634 392922

  • Thu 26 Apr 2018

    Syndicate reporting

    Activity

    Managing agents to submit quarter one 2018 QSR and QAD, via core market returns

    Contacts

    Paul Appleton
    Market Finance
    +44 (0)20 7327 6433

  • Fri 27 Apr 2018

    Direct Corporate Members (DCP) *

    Activity

    Market Services prepare and despatch consolidated personal accounts to members' agents and direct corporate participants.

    Contacts

    Graham Bonner
    Market Services
    +44 (0)1634 392056

  • Fri 27 Apr 2018

    Agency agreements *

    Activity

    Latest date for managing agents of unaligned syndicates to apply to Lloyd's for permission to terminate the managing agent's agreements in relation to a syndicate if they intend to effect a syndicate merger, a minority buy-out of the unaligned capacity or to increase fees/profit commission

    Contacts

    Kevin Lazarus
    Legal Services
    +44 (0)20 7327 6737

  • Fri 27 Apr 2018

    French office *

    Activity

    GAREAT large risk annual return - risks over EUR150m

    Contacts

    Stephanie Le Ninivin
    Lloyd's French Office
    +33 (0)1 42 60 85 92/+44 (0) 20 7327 7030

     

    Maria McLoughlin

    International Regulatory Affairs

    +44 (0) 20 7327 5209

  • Mon 30 Apr 2018

    Agency reporting

    Activity

    Agents to submit quarterly financial return for quarter ending 31 March 2018.  Sign off required by director on behalf of the board.

    Contacts

    Jake Tomlin
    Market Finance
    +44 (0)20 7327 6581

  • Mon 30 Apr 2018

    Distribution

    Activity

    Market Services prepare and despatch consolidated personal accounts to members' agents and direct corporate participants.

    Contacts

    Claire Sheahan
    Market Services
    +44 (0)1634 392904

  • Tue 01 May 2018

    Distribution

    Activity

    Market Services estimated date when first surpluses will be available for payment to members.

    Contacts

    Theresa Thorp 
    Market Services
    +44 (0)1634 392059

  • Tue 01 May 2018

    US reporting

    Activity

    Managing agents to lock completed electronic reporting packs

    Contacts

    David Cokayne
    Market Finance
    +44 (0)20 7327 6238

  • Wed 02 May 2018

    Finance

    Activity

    Australian Trust fund and Australian and JATF(2), quarter one 2018 - statements sent to managing agents

    Contacts

    Carolyn Smith
    Financial Control
    +44 (0)1634 392922

  • Wed 02 May 2018

    Finance

    Activity

    Credit for reinsurance and surplus lines trust funds quarter four 2017 - statements sent to managing agents

    Contacts

    Carolyn Smith
    Financial Control
    +44 (0)1634 392922

  • Wed 02 May 2018

    Finance

    Activity

    Kentucky Trust Fund and Kentucky JATF quarter one 2018 - statements sent to managing agents

    Contacts

    Carolyn Smith
    Financial Control
    +44 (0)1634 392922

  • Wed 02 May 2018

    Finance

    Activity

    South Africa Trust Fund adjustment, quarter one 2018, settlement date

    Contacts

    Carolyn Smith
    Financial Control
    +44 (0)1634 392922

  • Wed 02 May 2018

    Direct Corporate Members (DCP) *

    Activity

    Market Services estimated date when first surpluses will be available for payment to members.

    Contacts

    Theresa Thorp 
    Market Services
    +44 (0)1634 392059

  • Wed 02 May 2018

    Canadian reporting

    Activity

    Managing agents to lock completed electronic reporting packs

    Contacts

    Tracey Nash     
    Market Finance
    +44 (0)20 7327 5435

  • Thu 03 May 2018

    Finance

    Activity

    Illinois Trust Fund adjustment, quarter one 2018, settlement date

    Contacts

    Carolyn Smith
    Financial Control
    +44 (0)1634 392922

  • Thu 03 May 2018

    US reporting

    Activity

    Managing agents to submit signed and notarised jurat pages to Market Finance.

    Contacts

    David Cokayne
    Market Finance
    +44 (0)20 7327 6238

  • Fri 04 May 2018

    Tax - Syndicate Level *

    Activity

    Submit details of United States syndicate information statements (SIS) and expenses schedules for the purpose of filing the United States federal income tax return to Tax Operations

    Contacts

    Simon Tyler
    Tax Operations
    +44 (0)1634 392512

  • Fri 04 May 2018

    US reporting *

    Activity

    Managing Agents to submit cash transfer forms to Settlement and Trust Funds

    Contacts

    Donna Broughton
    Settlement and Trust Funds
    +44 (0)1634 392693

  • Fri 04 May 2018

    US reporting *

    Activity

    New syndicates only - Lloyd's recommended date for submission of International Insurance Department (National Association of Insurance Commissioners)  applications and fees if a syndicate intends to write US surplus lines business (for 1 July 2018)

    Contacts

    Luther Collins
    International Regulatory Affairs
    +44 (0)20 7327 6355

  • Sat 05 May 2018

    Syndicate reporting

    Activity

    Managing Agents to submit excel version of quarterly broker remuneration return

    Contacts

    Barney Smith
    Delegated Authority
    +44 (0)20 7327 6057

  • Wed 09 May 2018

    Finance

    Activity

    Australian Trust Fund adjustment, quarter one 2018, settlement date

    Contacts

    Carolyn Smith
    Financial Control
    +44 (0)1634 392922

  • Wed 09 May 2018

    Finance

    Activity

    Kentucky Trust Fund adjustment quarter one 2018, settlement date

    Contacts

    Carolyn Smith
    Financial Control
    +44 (0)1634 392922

  • Wed 09 May 2018

    Finance

    Activity

    Credit for reinsurance and surplus lines trust funds quarter four 2017 - settlement date

    Contacts

    Carolyn Smith
    Financial Control
    +44 (0)1634 392922

  • Thu 10 May 2018

    Syndicate reporting

    Activity

    Managing agents to submit quarter one 2018 QMB, via core market returns by 2PM

    Contacts

    Thomas Halfpenny
    Business Intelligence
    +44 (0)20 7327 5943

  • Thu 10 May 2018

    Syndicate reporting

    Activity

    Managing agents to submit quarter one 2018 QMA via core market returns by 2PM

    Contacts

    Jake Tomlin
    Market Finance
    +44 (0)20 7327 6581

  • Thu 10 May 2018

    US reporting

    Activity

    US Situs Top up cash movement date

    Contacts

    Donna Broughton
    Settlement and Trust Funds
    +44 (0)1634 392206

  • Fri 11 May 2018

    Finance

    Activity

    Canadian Margin Fund, quarter one 2018 - statements sent to managing agents

    Contacts

    Carolyn Smith
    Financial Control
    +44 )0)1634 392922

  • Fri 11 May 2018

    Canadian reporting

    Activity

    Managing agents to submit cash transfer forms to Settlement and Trust Funds

    Contacts

    Donna Broughton
    Settlement and Trust Funds
    +44 (0)1634 392693

  • Tue 15 May 2018

    Hong Kong Risk Return (HKR) *

    Activity

    Submission of Hong Kong Risk Return for April 2018 before 12NOON (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

    Contacts

    Adam Cable
    International Regulatory Affairs
    +44 (0)207 327 5277

    Thomas Haddrill
    Lloyd's General Representative for Hong Kong
    +852 2918 9911
    Email: HKCoverholderReporting@lloyds.com

  • Tue 15 May 2018

    Hong Kong Claim Return (HKC) *

    Activity

    Submission of Hong Kong Claim Return for April 2018 before 12NOON (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

    Contacts

    Adam Cable
    International Regulatory Affairs
    +44 (0)207 327 5277

    Thomas Haddrill
    Lloyd's General Representative for Hong Kong
    +852 2918 9911
    Email: HKCoverholderReporting@lloyds.com

  • Tue 15 May 2018

    Performance Management Data Return

    Activity

    Managing agents to submit Performance Management Data Return for April 2018 before 12:00 using core market returns software

    Contacts

    Matthew Orriss
    Business Intelligence
    +44 (0)20 7327 6823

  • Wed 16 May 2018

    User pays

    Activity

    Complaints handling charges due to be levied provided to managing agents to allow them to be verified prior to collection via ARCS

    Contacts

    Donna Nesbitt
    Complaints Team 
    +44 (0)1634 392497

  • Wed 16 May 2018

    Syndicate reporting

    Activity

    Quarterly monitoring return (QMR) extract for quarter one 2018 dispatched to recipients.

    Contacts

    Jake Tomlin
    Market Finance
    +44 (0)20 7327 6581

  • Fri 18 May 2018

    Finance

    Activity

    Canadian Margin Fund adjustment, quarter one 2018, settlement date

    Contacts

    Carolyn Smith
    Financial Control
    +44 (0)1634 392922

  • Fri 18 May 2018

    Canadian reporting *

    Activity

    Quarter One, 2017 Canadian Funding cash movement date

    Contacts

    Donna Broughton
    Settlement and Trust Funds
    + 44 (0)1634 392693

  • Tue 22 May 2018

    China Reinsurance Registration *

    Activity

    Confirmation that material, provided to the syndicate by Lloyd’s for review, can be submitted to the China Insurance Regulatory Commission (CIRC) in order to meet the quarterly reinsurance registration process. Note: This confirmation is only required in relation to syndicates that are registered with CIRC.

    Contacts

    Rehan Muhammad
    International Regulatory Affairs
    +44 (0) 20 7327 5282

    Maxine Hooper
    International Regulatory Affairs
    +44 (0) 20 7327 6291

    ChinaReinsuranceRegistration@lloyds.com

     

  • Thu 24 May 2018

    Exposure Management and Reinsurance

    Activity

    Managing Agents to submit Lloyd's Catastrophe Model (LCM) Quarterly Return as at 1 April 2018 by MIDDAY. This return is via SecureStore.

    Contacts

    Steven Champion
    Lloyd's Risk Aggregation
    +44 (0)20 7327 5983

  • Fri 25 May 2018

    Syndicate reporting *

    Activity

    Managing Agents to submit Actuarial Function Reports (covering TPs and Risk Management) for each syndicate under management to AFReports@lloyds.com.

    Contacts

    Catherine Scullion
    Market Reserving & Capital
    +44 (0)20 7327 5567

  • Fri 25 May 2018

    Tax - Syndicate Level *

    Activity

    Submit details of Canadian Syndicate Information Statements (SIS) to determine the tax liability for filing Canadian tax return for non-Canadian residents

    Contacts

    Cheryl Masson
    Taxation
    +44 (0)1634 392620

  • Wed 30 May 2018

    Finance

    Activity

    Swiss Deposit Adjustment

    Contacts

    Francois Jolly
    Treasury & Investment Managment
    +44 (0) 20 7327 5752

  • Wed 30 May 2018

    Finance *

    Activity

    ASL 2nd Income Distribution (excl Lloyd's Asia)

    Contacts

    Mat Stone
    Financial Control
    +44 (0)1634 392202

  • Thu 31 May 2018

    Agency reporting

    Activity

    Agents with financial year ending 31 December 2017 to submit annual financial return (including audited AF1, audited accounts, detailed P&L, forecast P&L and balance sheet

    Contacts

    Jake Tomlin
    Market Finance
    +44 (0)20 7327 6581

  • Thu 31 May 2018

    Distribution

    Activity

    Latest date for members' agents to send consolidated personal accounts to members.

    Contacts

    Claire Sheahan
    Market Services
    +44 (0)1634 392904

  • Thu 14 Jun 2018

    Syndicate reporting

    Activity

    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.

    Contacts

    Jenny Laverty
    Complaints Team
    +44 (0)1634 392320

  • Fri 15 Jun 2018

    Hong Kong Risk Return (HKR) *

    Activity

    Submission of Hong Kong Risk Return for May 2018 before 12NOON (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

    Contacts

    Adam Cable
    International Regulatory Affairs
    +44 (0)207 327 5277

    Thomas Haddrill
    Lloyd's General Representative for Hong Kong
    +852 2918 9911

    Email: HKCoverholderReporting@lloyds.com

     

     

     

     

     

     

     

  • Fri 15 Jun 2018

    Hong Kong Claim Return (HKC) *

    Activity

    Submission of Hong Kong Claim Return for May 2018 before 12NOON (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

    Contacts

    Adam Cable
    International Regulatory Affairs
    +44 (0)207 327 5277

    Thomas Haddrill
    Lloyd's General Representative for Hong Kong
    +852 2918 9911

    Email: HKCoverholderReporting@lloyds.com

     

     

     

     

     

     

     

  • Fri 15 Jun 2018

    Distribution

    Activity

    2015 distribution losses to be funded and paid to syndicates.

    Contacts

    Theresa Thorp 
    Market Services
    +44 (0)1634 392059

  • Fri 15 Jun 2018

    FAL *

    Activity

    Members to provide additional Funds at Lloyd's (FAL) and supporting documents to clear mid year coming-into-line (CIL) shortfalls.

    Contacts

    Anne Cooper
    Market Services
    +44 (0)1634 392576

  • Fri 15 Jun 2018

    Direct Corporate Members (DCP) *

    Activity

    Direct Corporate Participant Members to provide additional Funds at Lloyd's (FAL) and supporting documents to clear mid year coming-into-line (CIL) shortfalls.

    Contacts

    Anne Cooper
    Market Services
    +44 (0)1634 392576

  • Fri 15 Jun 2018

    Performance Management Data Return

    Activity

    Managing agents to submit Performance Management Data Return for May 2018 before 12:00 using core market returns software

    Contacts

    Matthew Orriss
    Business Intelligence
    +44 (0)20 7327 6823

  • Fri 15 Jun 2018

    French office *

    Activity

    Q6 2017 (regularisation return): GAREAT large risk return to French office for 01/01/2017 to 31/12/2017 (if required)

    Contacts

    Stephanie Le Ninivin
    Lloyd's French Office
    +33 (0)1 42 60 85 92/+44 (0) 20 7327 7030

    Maria McLoughlin
    International Regulatory Affairs
    +44 (0)20 7327 5209

  • Fri 15 Jun 2018

    French office *

    Activity

    Q2 2018: GAREAT large risk return to French office for period 01/01/2018 to 10/06/2018

    Contacts

    Stephanie Le Ninivin
    Lloyd's French Office
    +33 (0)1 42 60 85 92/+44 (0) 20 7327 7030

    Maria McLoughlin
    International Regulatory Affairs
    +44 (0)20 7327 5209

  • Fri 15 Jun 2018

    US reporting

    Activity

    Submission of NAIC/IID electronic filing to Market Finance via SecureStore by 15 June 2018 for filing with the NAIC by 30 June 2018 (and fee payment by 30/6).

    Contacts

    Hayley Youles
    Market Finance
    +44 (0)20 7327 5299

  • Wed 20 Jun 2018

    Agency agreements *

    Activity

    Latest date for the submission of full applications to increase fee/profit commission by managing agents in relation to unaligned syndicates.

    Contacts

    Kevin Lazarus
    Legal Services
    +44 (0)20 7327 6737

  • Wed 20 Jun 2018

    Agency agreements *

    Activity

    Latest date by which a written application from a managing agent that intends to proceed to effect a syndicate merger (other that where all the syndicates are aligned) must be submitted where that managing agent has already given notice of intention to Lloyd's (copied to members' agents and direct corporate participants) by 30 April to effect a syndicate merger

    Contacts

    Paul Thornton
    Legal Services
    +44 (0)20 7327 6281

  • Fri 29 Jun 2018

    Agency reporting

    Activity

    Agents with financial year ending 31 December 2017 to submit accounts of ultimate holding company as part of the AF1 exercise

    Contacts

    Jake Tomlin
    Market Finance
    +44 (0)20 7327 6581

  • Fri 29 Jun 2018

    Solvency *

    Activity

    Deadline for Names to clear solvency shortfalls

    Contacts

    Kevin Nethersell
    Market Finance
    +44 (0)20 7327 6253

  • Fri 29 Jun 2018

    Direct Corporate Members (DCP) *

    Activity

    Direct Corporate Participant Members to ensure mid year (CIL) shortfalls have been cleared (see 16th June)

    Contacts

    Anne Cooper
    Market Services
    +44 (0)1634 392576

  • Fri 29 Jun 2018

    Direct Corporate Members (DCP) *

    Activity

    Deadline for Names to clear solvency shortfalls

    Contacts

    Kevin Nethersell
    Market Finance
    +44 (0)20 7327 6253

  • Fri 29 Jun 2018

    Direct Corporate Members (DCP) *

    Activity

    Deadline for Direct Corporate Members to submit declaration of compliance

    Contacts

    Angela Beckingham
    Market Services
    +44 (0)1634 392083

  • Fri 29 Jun 2018

    Coming into line *

    Activity

    Valuation date for December coming into line exercise

    Contacts

    Martin Hassell
    Market Services
    +44 (0)1634 392548

  • Fri 29 Jun 2018

    Coming into line *

    Activity

    Deadline for Members to ensure mid year coming-into-line (CIL) shortfalls have been cleared (see 16th June)

    Contacts

    Anne Cooper
    Market Services
    +44 (0)1634 392576

  • Fri 29 Jun 2018

    Declaration of compliance *

    Activity

    Deadline for Direct Corporate Members to submit declaration of compliance

    Contacts

    Angela Beckingham
    Market Services
    +44 (0)1634 392083

  • Fri 29 Jun 2018

    Tax - Syndicate Level *

    Activity

    Submit details of revised Canadian Syndicate Information Statements (SIS) and Canadian GST/HST Return for each syndicate

    Contacts

    Mary O'Brien
    Tax
    +44 (0)20 7327 6852

  • Tue 03 Jul 2018

    Syndicate reporting

    Activity

    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.

    Contacts

    Caron Viollet
    Complaints Team
    +44 (0)1634 392217

  • Tue 03 Jul 2018

    Tax - Syndicate Level *

    Activity

    Last date for managing agents to submit syndicate UK tax computations to Tax Operations

    Contacts

    Cheryl Masson
    Tax Department
    +44 (0)1634 392620

  • Wed 04 Jul 2018

    Syndicate reporting *

    Activity

    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.

    Contacts

    Jenny Laverty
    Complaints Team
    +44 (0)1634 392320

  • Fri 06 Jul 2018

    Tax - Syndicate Level *

    Activity

    Last date for relevant managing agents to submit Singapore Year of Assessment 2018 syndicate schedules A1, A2 & C to Tax Operations

    Contacts

    Lorraine Neal
    Taxation
    +44 (0)1634 392376

  • Tue 10 Jul 2018

    Syndicate reporting

    Activity

    Managing Agents to submit GQD return as at Quarter 2 2018 via Core Market Returns

    Contacts

    James Lane
    Market Reserving & Capital
    +44 (0)20 7327 5952

  • Wed 11 Jul 2018

    Non-XIS Return *

    Activity

    Managing agents to submit details of South African, Australian and Canada business not processed through central accounting as at 30 June 2018

    Contacts

    Hayley Youles
    Market Finance
    +44 (0)20 7327 5299

  • Fri 13 Jul 2018

    Hong Kong Risk Return (HKR) *

    Activity

    Submission of Hong Kong Risk Return for June 2018 before 12NOON (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

    Contacts

    Adam Cable
    International Regulatory Affairs
    +44 (0)207 327 5277

    Thomas Haddrill
    Lloyd's General Representative for Hong Kong
    +852 2918 9911

    Email: HKCoverholderReporting@lloyds.com

     

     

     

     

     

     

     

  • Fri 13 Jul 2018

    Hong Kong Claim Return (HKC) *

    Activity

    Submission of Hong Kong Claim Return for June 2018 before 12NOON (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

    Contacts

    Adam Cable
    International Regulatory Affairs
    +44 (0)207 327 5277

    Thomas Haddrill
    Lloyd's General Representative for Hong Kong
    +852 2918 9911

    Email: HKCoverholderReporting@lloyds.com

     

     

     

     

     

     

     

  • Fri 13 Jul 2018

    Syndicate reporting

    Activity

    Managing Agents to submit Q2 model change template for each syndicate under management to GSII@lloyds.com

    Contacts

    Lyndsay Deeves
    Risk Assurance
    +44 (0)20 7327 5993

  • Fri 13 Jul 2018

    Syndicate reporting

    Activity

    Submission of completed Singapore Risk Registration form - This report is only to be completed by those syndicates writing business via the Singapore Platform

    Contacts

    Kevin Blake
    Global Operations
    +44 (0)20 7327 5689

  • Fri 13 Jul 2018

    US reporting

    Activity

    Electronic packs for US filings to New York Insurance Department available on the Overseas Reporting system.

    Contacts

    David Cokayne
    Market Finance
    +44 (0)20 7327 6238

  • Mon 16 Jul 2018

    Performance Management Data Return

    Activity

    Managing agents to submit Performance Management Data Return for June 2018 before 12:00 using core market returns software

    Contacts

    Matthew Orriss
    Business Intelligence
    +44 (0)20 7327 6823

  • Mon 16 Jul 2018

    Syndicate reporting

    Activity

    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.

    Contacts

    Jenny Laverty
    Complaints Team
    +44 (0)1634 392320

  • Wed 18 Jul 2018

    Syndicate reporting

    Activity

    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.

    Contacts

    Jenny Laverty
    Complaints Team
    +44 (0)1634 392320

  • Thu 19 Jul 2018

    Australian Terrorism *

    Activity

    Managing Agents to submit the Quarter 2 Australian Reinsurance Pool Corporation Return to Lloyd's General Representative in Australia and International Regulatory Affairs.

    Contacts

    Rehan Syed-Muhammad
    International Regulatory Affairs
    +44 (0)20 7327 5282

  • Thu 19 Jul 2018

    Exposure Management and Reinsurance

    Activity

    SRS Q3 2018 syndicate submission deadline, BY MIDDAY

    Contacts

    Chris Wallings
    Lloyd's Risk Aggregation
    +44 (0)20 7327 5048

  • Fri 20 Jul 2018

    Canadian reporting *

    Activity

    Electronic packs available on the Overseas Reporting system

    Contacts

    Tracey Nash
    Market Finance
    +44 (0)20 7327 5435

  • Wed 25 Jul 2018

    User pays *

    Activity

    Deadline for invoices relating to quarter two 2018 Market Services user pays charges to be issued to agents.

    Contacts

    Nikki Hopper
    Market Services
    +44 (0)1634 392872

  • Wed 25 Jul 2018

    FAL *

    Activity

    Market Services to issue member's Funds at Lloyd's (FAL) valuations as at 30 June 2018 in relation to Coming into Line and the release test calculation

    Contacts

    Martin Hassell 
    Market Services
    +44 (0)1634 392548

  • Wed 25 Jul 2018

    Direct Corporate Members (DCP) *

    Activity

    Market Services to issue member's Funds at Lloyd's (FAL) valuations as at 30 June 2018 in relation to Coming into Line and the release test calculation

    Contacts

    Martin Hassell 
    Market Services
    +44 (0)1634 392548

  • Wed 25 Jul 2018

    Direct Corporate Members (DCP) *

    Activity

    Deadline for invoices relating to quarter two 2018 Market Services user pays charges to be issued to agents.

    Contacts

    Nikki Hopper
    Market Services
    +44 (0)1634 392872

  • Thu 26 Jul 2018

    Finance

    Activity

    Illinois Trust Fund quarter two 2018 - statements sent to managing agents

    Contacts

    Carolyn Smith
    Financial Control
    +44 (0)1634 392922

  • Thu 26 Jul 2018

    Finance

    Activity

    South African Trust Fund quarter two 2018 - statements sent to managing agents

    Contacts

    Carolyn Smith
    Financial Control
    +44 (0)1634 392922

  • Thu 26 Jul 2018

    Syndicate reporting

    Activity

    Q2 2018 QSR and QAD to be submitted by 2pm

    Contacts

    Paul Appleton
    Market Finance
    +44 (0)20 7327 6433

  • Thu 26 Jul 2018

    Finance

    Activity

    2018 ASL Singapore and Lloyd's Asia Collection & Distribution

    Contacts

    Francois Jolly
    Treasury & Investment Management
    +44 (0) 20 7327 5752
    Mat Stone
    Financial Control
    +44 (0)1634 392202

  • Fri 27 Jul 2018

    Tax - Members Agent and DCP Level *

    Activity

    Expense Declaration Forms to be completed by member's agents/corporate members, and individual US (resident and national) members. Details of income and expenses in connection with the members underwriting paid outside of Lloyd's for the United States income tax return to be provided

    Contacts

    Simon Tyler
    Taxation
    +44 (0)1634 392512

  • Fri 27 Jul 2018

    Canadian reporting *

    Activity

    Managing Agents to lock completed electronic reporting packs by 16:00

    Contacts

    Tracey Nash
    Market Finance
    +44 (0)20 7327 5435

  • Tue 31 Jul 2018

    Agency reporting

    Activity

    Agents to submit quarterly financial return for quarter ending 30 June 2018 by 2PM.  Sign off required by director on behalf of the board.

    Contacts

    Jake Tomlin
    Market Finance
    +44 (0)20 7327 6581

  • Tue 31 Jul 2018

    Performance Management Data Return

    Activity

    Managing agents to submit December (18) 2017 Performance Management Data Return for December 2017 before 12:00 using core market returns software

    Contacts

    Matthew Orriss
    Business Intelligence
    +44 (0)20 7327 6823

  • Tue 31 Jul 2018

    US reporting

    Activity

    Agents to submit electronic packs

    Contacts

    David Cokayne
    Market Finance
    +44 (0)20 7327 6238

  • Wed 01 Aug 2018

    Finance

    Activity

    Credit for reinsurance and surplus lines trust funds quarter one 2018 - statements sent to managing agents

    Contacts

    Carolyn Smith
    Financial Control
    +44 (0)1634 392922

  • Wed 01 Aug 2018

    Finance

    Activity

    Australian Trust Fund and JATF (2) quarter two 2018 - statements sent to managing agents

    Contacts

    Carolyn Smith
    Financial Control
    +44 (0)1634 392922

  • Wed 01 Aug 2018

    Finance

    Activity

    Kentucky Trust Fund and Kentucky JATF quarter two 2018 - statements sent to managing agents

    Contacts

    Carolyn Smith
    Financial Control
    +44 (0)1634 392922

  • Wed 01 Aug 2018

    French office *

    Activity

    GAREAT small and medium-sized risk - completion of the 2019 estimated premium return (optional pool) French office*

    Contacts

    Stephanie Le Ninivin
    Lloyd's French Office
    +33 (0)1 42 60 85 92/+44 (0) 20 7327 7030

    Maria McLoughlin
    International Regulatory Affairs
    +44 (0)20 7327 5209

  • Wed 01 Aug 2018

    French office *

    Activity

    GAREAT small and medium-sized risk annual return - risks strictly below EUR20m - reporting by French department and business category (optional pool).

    Contacts

    Stephanie Le Ninivin
    Lloyd's French Office
    +33 (0)1 42 60 85 92/+44 (0) 20 7327 7030

    Maria McLoughlin
    International Regulatory Affairs
    +44 (0)20 7327 5209

  • Thu 02 Aug 2018

    Finance

    Activity

    Illinois Trust Fund adjustment, quarter two 2018, settlement date

    Contacts

    Carolyn Smith
    Financial Control
    +44 (0)1634 392922

  • Thu 02 Aug 2018

    Finance *

    Activity

    South Africa Trust Fund adjustment, quarter two 2018, settlement date

    Contacts

    Carolyn Smith
    Financial Control
    +44 (0)1634 392922

  • Thu 02 Aug 2018

    Syndicate reporting

    Activity

    Managing agents to submit quarter two 2018 audited QMB - BY 2PM

    Contacts

    Tom Halfpenny
    Business Intelligence
    +44 (0)20 7327 5943

  • Thu 02 Aug 2018

    US reporting

    Activity

    Agents to submit notarised packs

    Contacts

    David Cokayne
    Market Finance
    +44 (0)20 7327 6238

  • Thu 02 Aug 2018

    US reporting

    Activity

    Managing Agents to submit cash transfer forms to Settlement and Trust Funds

    Contacts

    Donna Broughton
    Settlement and Trust Funds
    +44 (0)1634 392693

  • Fri 03 Aug 2018

    Capacity *

    Activity

    Last date for a capacity offer to close, when a minority buy-out application is intended to be made

    Contacts

    Claire Schrader
    Legal Services
    +44 (0)20 7327 6173

  • Fri 03 Aug 2018

    US reporting *

    Activity

    New syndicates only - Lloyd's recommended date for submission of International Insurance Department (National Association of Insurance Commissioners)  applications and fees if a syndicate intends to write US surplus lines business (for 1 October 2018)

    Contacts

    Luther Collins
    International Regulatory Affairs
    +44 (0)20 7327 6355

  • Sun 05 Aug 2018

    Syndicate reporting

    Activity

    Managing Agents to submit excel version of quarterly broker remuneration return

    Contacts

    Barney Smith
    Delegated Authority
    +44 (0)20 7327 6057

  • Wed 08 Aug 2018

    Finance

    Activity

    Kentucky Trust Fund adjustment, quarter two 2018, settlement date

    Contacts

    Carolyn Smith
    Financial Control
    +44 (0)1634 392922

  • Wed 08 Aug 2018

    Finance

    Activity

    Australian Trust Fund adjustment, quarter two 2018, settlement date

    Contacts

    Carolyn Smith
    Financial Control
    +44 (0)1634 392922

  • Thu 09 Aug 2018

    Syndicate reporting

    Activity

    Managing agents to submit quarter two 2018 audited QMA - BY 2PM

    Contacts

    Jake Tomlin
    Market Finance
    +44 (0)20 7327 6581

  • Thu 09 Aug 2018

    US reporting

    Activity

    US Situs Top up cash movement date

    Contacts

    Donna Broughton
    Settlement and Trust Funds
    +44 (0)1634 392693

  • Tue 14 Aug 2018

    China Reinsurance Registration *

    Activity

    Confirmation that material, provided to the syndicate by Lloyd’s for review, can be submitted to the China Insurance Regulatory Commission (CIRC) in order to meet the quarterly reinsurance registration process. Note: This confirmation is only required in relation to syndicates that are registered with CIRC.

    Contacts

    Rehan Muhammad
    International Regulatory Affairs
    +44 (0) 20 7327 5282

    Maxine Hooper
    International Regulatory Affairs
    +44 (0) 20 7327 6291

    ChinaReinsuranceRegistration@lloyds.com

     

  • Wed 15 Aug 2018

    Hong Kong Risk Return (HKR) *

    Activity

    Submission of Hong Kong Risk Return for July 2018 before 12NOON (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

    Contacts

    Adam Cable
    International Regulatory Affairs
    +44 (0)207 327 5277

    Thomas Haddrill
    Lloyd's General Representative for Hong Kong
    +852 2918 9911

    Email: HKCoverholderReporting@lloyds.com

     

     

     

     

     

     

     

  • Wed 15 Aug 2018

    Hong Kong Claim Return (HKC) *

    Activity

    Submission of Hong Kong Claim Return for July 2018 before 12NOON (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

    Contacts

    Adam Cable
    International Regulatory Affairs
    +44 (0)207 327 5277

    Thomas Haddrill
    Lloyd's General Representative for Hong Kong
    +852 2918 9911

    Email: HKCoverholderReporting@lloyds.com

     

     

     

     

     

     

     

  • Wed 15 Aug 2018

    Performance Management Data Return

    Activity

    Managing agents to submit Performance Management Data Return for July 2018 before 12:00 using core market returns software

    Contacts

    Matthew Orriss
    Business Intelligence
    +44 (0)20 7327 6823

  • Wed 15 Aug 2018

    Syndicate reporting

    Activity

    Quarterly monitoring return extract for quarter two 2018 dispatched to recipients.

    Contacts

    Jake Tomlin
    Market Finance
    +44 (0)20 7327 6581

  • Fri 17 Aug 2018

    Finance

    Activity

    Canadian Margin Fund quarter two 2018 - statements sent to managing agents

    Contacts

    Carolyn Smith
    Financial Control
    +44 (0)1634 392922

  • Fri 17 Aug 2018

    Australian Terrorism *

    Activity

    Managing Agents to submit the Annual Australian Reinsurance Pool Corporation Return to Lloyd's General Representative in Australia and International Regulatory Affairs.

    Contacts

    Rehan Syed-Muhammad
    International Regulatory Affairs
    +44 (0)20 7327 5282

  • Fri 17 Aug 2018

    Canadian reporting *

    Activity

    Managing agents to submit cash transfer forms to Settlement and Trust Funds

    Contacts

    Donna Broughton
    Settlement and Trust Funds
    +44 (0)1634 392693

  • Thu 23 Aug 2018

    Exposure Management and Reinsurance

    Activity

    Managing Agents to submit Lloyd's Catastrophe Model (LCM) Quarterly Return as at 1 July 2018 by MIDDAY. This return is via SecureStore.

    Contacts

    Steven Champion
    Lloyd's Risk Aggregation
    +44 (0)20 7327 5983

  • Fri 24 Aug 2018

    Finance

    Activity

    Canadian Margin Fund adjustment, quarter two 2018, settlement date

    Contacts

    Carolyn Smith
    Financial Control
    +44 (0)1634 392922

  • Fri 24 Aug 2018

    Finance *

    Activity

    ASL 2nd Income Distribution (Lloyd's Asia)

    Contacts

    Mat Stone
    Financial Control
    +44 (0)1634 392202

  • Fri 24 Aug 2018

    Pre emptions *

    Activity

    Last date for managing agents to make pre-emption offers for non-aligned syndicates.

    Contacts

    Sally Dunning
    Market Services
    +44 (0)1634 392486

     

  • Fri 24 Aug 2018

    Distribution

    Activity

    Last date for managing agents to notify Market Services of any interim cash calls due for payment on 29 September 2018

    Contacts

    Theresa Thorp
    Market Services
    +44 (0)1634 392059

  • Fri 24 Aug 2018

    Direct Corporate Members (DCP) *

    Activity

    Economic capital assessment (ECA). Provisional Member Modelling Software release with rollover information only.

    Contacts

    Neil Wells
    Market Reserving and Capital
    +44 (0)20 7327 6034

  • Fri 24 Aug 2018

    ECA *

    Activity

    Economic Capital Assessment (ECA). Provisional Member Modelling Software release with rollover information only.

    Contacts

    Neil Wells
    Market Reserving and Capital
    +44 (0)20 7327 6034

  • Fri 24 Aug 2018

    Canadian reporting *

    Activity

    Quarter Two, 2018 Canadian Funding cash movement date

    Contacts

    Donna Broughton
    Settlement and Trust Funds
    + 44 (0)1634 392693

  • Thu 30 Aug 2018

    Exposure Management and Reinsurance

    Activity

    Managing Agents to submit Realistic Disaster Scenario (Light)[RDL] return as at 1 July 2018 including Supplementary Information, by MIDDAY. This return is via CMR.

    Contacts

    Steven Champion
    Lloyd's Risk Aggregation
    +44 (0)20 7327 5983

  • Thu 30 Aug 2018

    Syndicate reporting

    Activity

    Submit audited Q2 2018 QSR via CMR, by 2pm

    Contacts

    Paul Appleton
    Market Finance
    +44 (0)20 7327 6433

  • Thu 30 Aug 2018

    Finance

    Activity

    Swiss Deposit Adjustment

    Contacts

    Francois Jolly
    Treasury & Investment Management
    +44 (0) 20 7327 5752

  • Fri 31 Aug 2018

    Agency reporting *

    Activity

    Agents with financial year ending 31 March 2018 to submit annual financial return (including audited AF1, audited accounts, detailed P&L, forecast P&L and balance sheet).

    Contacts

    Jake Tomlin
    Market Finance
    +44 (0)20 7327 6581

  • Fri 31 Aug 2018

    FAL *

    Activity

    Deadline for Members to submit requests for the Total Release and end of interavailability applications for Funds at Lloyd's (FAL).

    Contacts

    Anne Cooper 
    Market Services
    +44 (0)1634 392576

  • Fri 31 Aug 2018

    ECA *

    Activity

    Member Modeller (CY) updated for 30 June 2018 exchange rates for use in September Release Test

    Contacts

    Neil Wells
    Market Reserving and Capital
    +44 (0)20 7327 6034

  • Thu 06 Sep 2018

    Pre emptions *

    Activity

    Managing agents of non-aligned syndicates to submit their intention to pre-empt or de-empt for 2019 to Market Services

    Contacts

    Sally Dunning
    Market Services
    +44 (0)1634 392486

  • Thu 06 Sep 2018

    Syndicate Business Planning *

    Activity

    Managing agents listed in group 1 to submit final 2018 syndicate business forecast (SBF) for syndicates 1 by 1pm, via core market return website. If Board sign-off is not included, this should be provided to CPG secretariat by 9 October. Group 1: Syndicate with spread member capital and Managing Agents with Special Purpose Arrangements (SPA), Syndicates with member consolidation requirements and Managing Agents with multiple syndicates – where at least one is required to submit on 6th Sept to Group 2: Syndicates with dedicated single member corporate capital

    Contacts

    Eva Bocci
    Syndicate Underwriting Performance
    +44 (0)20 7327 5496

  • Thu 06 Sep 2018

    Exposure Management and Reinsurance *

    Activity

    Managing Agents in Group 1 to submit LCM Forecast return via ‘Lloyd's Catastrophe Model’ SecureStore, within the ‘CPG 2018’ folder. Managing Agents in Group 1 to submit SBF War NCBR data return via ‘Lloyd's Catastrophe Model’ SecureStore, within the ‘CPG 2018’ folder

    Contacts

    Steven Champion
    Lloyd's Risk Aggregation
    +44 (0)20 7327 5983

  • Thu 13 Sep 2018

    Exposure Management and Reinsurance *

    Activity

    Managing agents in Group 1 to submit Catastrophe-Risk Sensitivity Test return and LCM/LCR Analysis of change return via ‘Lloyds Catastrophe Model’ SecureStore, within the ‘CPG 2018’ folder.

    Contacts

    Steven Champion
    Lloyd's Risk Aggregation
    +44 (0)20 7327 5983

  • Thu 13 Sep 2018

    LCR *

    Activity

    Managing Agents to submit by 1pm final Lloyd's Capital Return (LCR) pro forma that meet the following criteria: 1: Syndicate with spread member capital and Managing Agents with Special Purpose Arrangements (SPA); 2: Syndicates with member consolidation requirements 3: Managing Agents with multiple syndicates, where at least one is required to submit via point 1 or 2 The LCR submission should be made via the Core Market Returns website by 1pm and include the following: a pro forma based on the final 2018 Syndicate Business Forecast (SBF) submission; the SCR methodology and assumptions documentation; the supplementary questionnaire; plus the analysis of change document.

    Contacts

    Kevin Barnes
    Market Reserving and Capital
    +44 (0)20 7327 5683

  • Thu 13 Sep 2018

    Syndicate reporting

    Activity

    Managing Agents to submit the model change template for each syndicate under management to GSII@lloyds.com at the time as the LCR submission is required i.e. 13 September or 4 October

    Contacts

    Lyndsay Deeves
    Risk Assurance
    +44 (0)20 7327 5993

  • Fri 14 Sep 2018

    Hong Kong Risk Return (HKR) *

    Activity

    Submission of Hong Kong Risk Return for August 2018 before 12NOON (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

    Contacts

    Adam Cable
    International Regulatory Affairs
    +44 (0)207 327 5277

    Thomas Haddrill
    Lloyd's General Representative for Hong Kong
    +852 2918 9911

    Email: HKCoverholderReporting@lloyds.com

     

     

     

     

     

     

     

  • Fri 14 Sep 2018

    Tax - Members Agent and DCP Level *

    Activity

    New members required to confirm if they are a Small/Medium Enterprise (SME) for the purpose of Japanese Tax

    Contacts

    Simon Tyler
    Taxation
    +44 (0)1634 392512

  • Fri 14 Sep 2018

    Hong Kong Claim Return (HKC) *

    Activity

    Submission of Hong Kong Claim Return for August 2018 before 12NOON (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

    Contacts

    Adam Cable
    International Regulatory Affairs
    +44 (0)207 327 5277

    Thomas Haddrill
    Lloyd's General Representative for Hong Kong
    +852 2918 9911

    Email: HKCoverholderReporting@lloyds.com

  • Fri 14 Sep 2018

    FAL *

    Activity

    Interim syndicate results for capital setting released

    Contacts

    Kevin Nethersell
    Market Finance
    +44 (0)20 7327 6253

  • Fri 14 Sep 2018

    FAL *

    Activity

    Capital test - Release test/Coming into Line (CIL) calculations (as at 30 June 2018) issued to Members' Agents

    Contacts

    Louise Holliday
    Market Services
    +44 (0)1634 392174

  • Fri 14 Sep 2018

    French office *

    Activity

    Q3 2018: GAREAT large risk return to French office for period 01/01/2018 to 10/09/2018

    Contacts

    Stephanie Le Ninivin
    Lloyd's French Office
    +33 (0)1 42 60 85 92/+44 (0) 20 7327 7030

    Maria McLoughlin
    International Regulatory Affairs
    +44 (0)20 7327 5209

  • Fri 14 Sep 2018

    French office *

    Activity

    GAREAT small and medium-sized risk - completion of the 2017 adjustment return (optional pool)

    Contacts

    Stephanie Le Ninivin
    Lloyd's French Office
    +33 (0)1 42 60 85 92/+44 (0) 20 7327 7030

    Maria McLoughlin
    International Regulatory Affairs
    +44 (0)20 7327 5209

  • Mon 17 Sep 2018

    Performance Management Data Return

    Activity

    Managing agents to submit Performance Management Data Return for August 2018 before 12:00 using core market returns software

    Contacts

    Matthew Orriss
    Business Intelligence
    +44 (0)20 7327 6823

  • Thu 20 Sep 2018

    Direct Corporate Members (DCP) *

    Activity

    Capital test - Release test/Coming into Line (CIL) calculations (as at 30 June 2018) issued to DCP Members

    Contacts

    Andrew Mires
    Market Services
    +44 (0)1634 392374

  • Fri 28 Sep 2018

    Agency reporting *

    Activity

    Deadline for Managing Agents to submit an entry into the Register of Agent Charges for next Year of Account

    Contacts

    Sally Dunning
    Market Services
    +44 (0)1634 392486

  • Fri 28 Sep 2018

    Tax - Members Agent and DCP Level *

    Activity

    Deadline for return of new W8-Ben forms to replace existing forms that expire at 31st December 2018

    Contacts

    Sarah Vincent
    Taxation
    +44 (0)1634 392635

  • Fri 28 Sep 2018

    Distribution

    Activity

    Interim cash calls to be funded and paid to syndicates.

    Contacts

    Theresa Thorp
    Market Services
    +44 (0)1634 392059

  • Fri 28 Sep 2018

    Direct Corporate Members (DCP) *

    Activity

    Economic Capital Assessment (ECA). Indicative release. Member Modelling Software update, based on submitted 2019 YOA Lloyd's Capital Return (LCR) and Syndicate Business Forecast (SBF) of ALL syndicates that submit both returns by 13 September

    Contacts

    Neil Wells
    Market Reserving and Capital
    +44 (0)20 7327 6034

  • Fri 28 Sep 2018

    Direct Corporate Members (DCP) *

    Activity

    Deadline for Direct Corporate Participant Members to submit requests for the Total Release of their Funds at Lloyd's

    Contacts

    Anne Cooper
    Market Services
    +44 (0)1634 392576

  • Fri 28 Sep 2018

    Auction *

    Activity

    Deadline for submission of Auction Forms A & D

    Contacts

    Sally Dunning
    Market Services
    +44 (0)1634 392486

  • Fri 28 Sep 2018

    ECA *

    Activity

    Economic Capital Assessment (ECA). Indicative release. Member Modelling Software update, based on submitted 2019 YOA Lloyd's Capital Return (LCR) and Syndicate Business Forecast (SBF) of ALL syndicates that submit both returns by 13 September.

    Contacts

    Neil Wells
    Market Reserving and Capital
    +44 (0)20 7327 6034

  • Fri 28 Sep 2018

    Syndicate reporting *

    Activity

    Managing Agents to confirm trust fund requirements for 2019 year of account. Managing Agents will be emailed directly with specific instructions.

    Contacts

    Luther Collins
    International Regulatory Affairs
    +44 (0)20 7327 6355

  • Fri 28 Sep 2018

    New applications *

    Activity

    Deadline for prospective corporate members to submit their Stage 1 application to Market Services

    Contacts

    Angela Beckingham
    Market Services
    +44 (0)1634 392083

  • Fri 28 Sep 2018

    Agency agreements *

    Activity

    Latest date for agents to submit Register of Agents Charges entry for aligned and unaligned syndicates.

    Contacts

    Claire Sheahan 
    Market Services
    +44 (0)1634 392904

  • Fri 28 Sep 2018

    US reporting *

    Activity

    New syndicates only - Lloyd's recommended date for submission of International Insurance Department (National Association of Insurance Commissioners)  applications and fees if a syndicate intends to write US surplus lines business (for 1 January 2019)

    Contacts

    Luther Collins
    International Regulatory Affairs
    +44 (0)20 7327 6355

  • Tue 02 Oct 2018

    Syndicate Business Planning *

    Activity

    Managing agents listed in group 2 to submit final 2018 syndicate business forecast (SBF) for syndicates 1 by 1pm, via core market return website. If Board sign-off is not included, this should be provided to CPG secretariat by 13 September Group 1: Syndicate with spread member capital and Managing Agents with Special Purpose Arrangements (SPA), Syndicates with member consolidation requirements and Managing Agents with multiple syndicates – where at least one is required to submit on 6th Sept to Group 2: Syndicates with dedicated single member corporate capital

    Contacts

    Eva Bocci
    Syndicate Underwriting Performance
    +44 (0)20 7327 5496

  • Tue 02 Oct 2018

    Exposure Management and Reinsurance *

    Activity

    Managing agents in Group 2 to submit: LCM Forecast return; SBF War NCBR data return; Catastrophe-Risk Sensitivity Test; LCM/LCR Analysis of change return; via ‘Lloyd's Catastrophe Model’ SecureStore, within the ‘CPG 2018’ folder.

    Contacts

    Steven Champion
    Lloyd's Risk Aggregation
    +44 (0)20 7327 5983

  • Tue 02 Oct 2018

    LCR *

    Activity

    Managing Agents to submit the final Lloyd's Capital Return (LCR) pro forma for syndicates that did not meet the criteria to submit by 13 September. The LCR submission should be made via the Core Market Returns site by 1pm and include the following: a full pro forma based on the final 2018 Syndicate Business Forecast (SBF) submission; the SCR methodology and assumptions documentation; the supplementary questionnaire; plus the analysis of change document.

    Contacts

    Kevin Barnes
    Market Reserving and Capital
    +44 (0)20 7327 5683

  • Wed 03 Oct 2018

    Syndicate reporting

    Activity

    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.

    Contacts

    Caron Viollet
    Complaints Team
    +44 (0)1634 392217

  • Thu 04 Oct 2018

    Syndicate reporting

    Activity

    Managing Agents to submit the model change template report for each syndicate under management to GSII@lloyds.com at the time as the LCR submission is required i.e. 13 September or 4 October

    Contacts

    Lyndsay Deeves
    Risk Assurance
    +44 (0)20 7327 5993

  • Thu 04 Oct 2018

    Syndicate reporting

    Activity

    Complaints team will request confirmation from Managing Agents that all complaints relating to policyholders have been notified to Lloyd’s under the Complaints Handling Code with a two week deadline for response.

    Contacts

    Jenny Laverty
    Complaints Team
    +44 (0)1634 392320

  • Tue 09 Oct 2018

    Syndicate reporting *

    Activity

    Managing Agents to submit GQD return as at Quarter 3 2018 via Core Market Returns

    Contacts

    James Lane
    Market Reserving & Capital
    +44 (0)20 7327 5952

  • Wed 10 Oct 2018

    Non-XIS Return *

    Activity

    Managing agents to submit details of South African, Australian and Canada business not processed through central accounting as at 30 September 2018

    Contacts

    Hayley Youles
    Market Finance
    +44 (0)20 7327 5299

  • Fri 12 Oct 2018

    Tax - Members Agent and DCP Level *

    Activity

    Singapore Tax - Change of ownership for Singapore members (members will be contacted directly)

    Contacts

    Lorraine Neal
    Taxation
    +44 (0)1634 392376

  • Fri 12 Oct 2018

    Syndicate reporting *

    Activity

    Submission of completed Singapore Risk Registration form - This report is only to be completed by those syndicates writing business via the Singapore Platform

    Contacts

    Kevin Blake
    Global Operations
    +44 (0)20 7327 5689

  • Fri 12 Oct 2018

    US reporting *

    Activity

    Electronic packs for US quarterly filing available on Overseas Reporting System.

    Contacts

    David Cokayne
    Market Finance
    +44 (0)20 7327 6238

  • Tue 16 Oct 2018

    Hong Kong Risk Return (HKR) *

    Activity

    Submission of Hong Kong Risk Return for September 2018 before 12NOON (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

    Contacts

    Adam Cable
    International Regulatory Affairs
    +44 (0)207 327 5277

    Thomas Haddrill
    Lloyd's General Representative for Hong Kong
    +852 2918 9911

    Email: HKCoverholderReporting@lloyds.com

     

     

     

     

     

     

     

     

     

     

  • Tue 16 Oct 2018

    Hong Kong Claim Return (HKC) *

    Activity

    Submission of Hong Kong Claim Return for September 2018 before 12NOON (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

    Contacts

    Adam Cable
    International Regulatory Affairs
    +44 (0)207 327 5277

    Thomas Haddrill
    Lloyd's General Representative for Hong Kong
    +852 2918 9911

    Email: HKCoverholderReporting@lloyds.com

     

     

     

     

     

     

     

  • Tue 16 Oct 2018

    Performance Management Data Return *

    Activity

    Managing agents to submit Performance Management Data Return for September 2018 before 12:00 using core market returns software

    Contacts

    Matthew Orriss
    Business Intelligence
    +44 (0)20 7327 6823

  • Thu 18 Oct 2018

    Australian Terrorism *

    Activity

    Managing agents to submit the Quarter 3 Australian Reinsurance Pool Corporation Return to Lloyd's General Representative in Australia and International Regulatory Affairs. 

    Contacts

    Joel Williamson
    International Regulatory Affairs
    +44 (0)20 7327 5811

  • Thu 18 Oct 2018

    Syndicate reporting

    Activity

    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.

    Contacts

    Jenny Laverty
    Complaints Team
    +44 (0)1634 392320

  • Fri 19 Oct 2018

    Syndicate Business Planning *

    Activity

    2019 Syndicate business plan approval deadline

    Contacts

    Eva Bocci
    Syndicate Underwriting Performance
    +44 (0)20 7327 5496

  • Tue 23 Oct 2018

    Canadian reporting *

    Activity

    Electronic packs available on the Overseas Reporting System

    Contacts

    Tracey Nash
    Market Finance
    +44 (0)20 7327 5435

  • Thu 25 Oct 2018

    ECA *

    Activity

    Economic Capital Assessment (ECA). Pre Auction release Member Modelling Software update, based on agreed SCR's for syndicates involved in the auction process.

    Contacts

    Neil Wells
    Market Reserving and Capital
    +44 (0)20 7327 6034

  • Thu 25 Oct 2018

    Syndicate reporting

    Activity

    Managing Agents to submit QSR and QAD return as at 30 September 2018, by 2PM

    Contacts

    Paul Appleton
    Market Finance
    +44 (0)20 7327 6433

  • Fri 26 Oct 2018

    Finance

    Activity

    Illinois Trust Fund quarter three 2018 - statements sent to managing agents

    Contacts

    Carolyn Smith
    Financial Control
    +44 (0)1634 392922

  • Fri 26 Oct 2018

    Pre emptions *

    Activity

    Pre-emption (conditional on CPG approval of Syndicate Business Plans) acceptance deadline - acceptances to be received by managing agents and notified by members' agents to Market Services

    Contacts

    Sally Dunning
    Market Services
    +44 (0)1634 392486

  • Fri 26 Oct 2018

    Distribution

    Activity

    Last date for managing agents to notify Market Services of any interim cash calls due for payment on 30 November 2018

    Contacts

    Theresa Thorp 
    Market Services
    +44 (0)1634 392059

  • Fri 26 Oct 2018

    User pays *

    Activity

    Deadline for invoices relating to quarter three 2018 Market Services user pays charges to be issued to agents.

    Contacts

    Nikki Hopper
    Market Services
    +44 (0)1634 392872

  • Fri 26 Oct 2018

    FAL *

    Activity

    Deadline for non-active members to submit requests for the release of surplus Funds at Lloyd's (FAL)

    Contacts

    Anne Cooper
    Market Services
    +44 (0)1634 392576

  • Fri 26 Oct 2018

    Direct Corporate Members (DCP) *

    Activity

    Deadline for non-active Direct Corporate Participant members to submit requests for the release of surplus Funds at Lloyd's (FAL)

    Contacts

    Anne Cooper
    Market Services
    +44 (0)1634 392576

  • Fri 26 Oct 2018

    Direct Corporate Members (DCP) *

    Activity

    Deadline for invoices relating to quarter three 2018 Market Services user pays charges to be issued to agents.

    Contacts

    Nikki Hopper
    Market Services
    +44 (0)1634 392872

  • Fri 26 Oct 2018

    Auction *

    Activity

    Midday deadline for submission of Auction disclosures pre Auction 1

    Contacts

    Sally Dunning
    Market Services
    +44 (0)1634 392486

  • Mon 29 Oct 2018

    Distribution

    Activity

    Last date for Market Services to receive instructions to transfer 2015 profits into special reserve fund (SRF)

    Contacts

    Theresa Thorp 
    Market Services
    +44 (0)1634 392059

  • Tue 30 Oct 2018

    Canadian reporting *

    Activity

    Managing Agents to lock completed electronic reporting packs.

    Contacts

    Tracey Nash
    Market Finance
    +44 (0)20 7327 5435

  • Wed 31 Oct 2018

    Agency reporting *

    Activity

    Agents to submit quarterly financial return for quarter ending 30 September 2018.  Sign off required by director on behalf of the board.

    Contacts

    Jake Tomlin
    Market Finance
    +44 (0)20 7327 6581

  • Wed 31 Oct 2018

    Finance

    Activity

    South African Trust Fund quarter three 2018 - statements sent to managing agents

    Contacts

    Carolyn Smith
    Financial Control
    +44 (0)1634 392922

  • Wed 31 Oct 2018

    FAL *

    Activity

    Members to provide completed notification (CM210) in respect of new third party funding arrangements to Market Services.

    Contacts

    Angela Beckingham
    Market Services
    +44 (0)1634 392083

  • Wed 31 Oct 2018

    Direct Corporate Members (DCP) *

    Activity

    Deadline for Direct Corporate Participants to submit requests for the Total Release applications for Funds at Lloyd’s

    Contacts

    Anne Cooper
    Market Services
    +44 (0)1634 392576

  • Wed 31 Oct 2018

    Auction *

    Activity

    Day one of Lloyd's capacity auction number one

    Contacts

    Sally Dunning
    Market Services
    +44 (0)1634 392486

  • Wed 31 Oct 2018

    US reporting *

    Activity

    Managing Agents to lock electronic packs.

    Contacts

    David Cokayne
    Market Finance
    +44 (0)20 7327 6238

  • Wed 31 Oct 2018

    Capacity

    Activity

    Last date to resign if member wishes to be excluded from provisional stamp

    Contacts

    Sally Dunning
    Market Services
    +44 (0)1634 392486

  • Thu 01 Nov 2018

    Finance

    Activity

    Credit for reinsurance and surplus lines trust funds, quarter two 2017 - statements sent to managing agents

    Contacts

    Carolyn Smith
    Financial Control
    +44 (0)1634 392922

  • Thu 01 Nov 2018

    Finance

    Activity

    Australian Trust Fund and JATF (2) quarter three 2017 - statements sent to managing agents

    Contacts

    Carolyn Smith
    Financial Control
    +44 (0)1634 392922

  • Thu 01 Nov 2018

    Finance

    Activity

    Kentucky Trust Fund and Kentucky JATF quarter three 2017 - statements sent to managing agents

    Contacts

    Carolyn Smith
    Financial Control
    +44 (0)1634 392922

  • Thu 01 Nov 2018

    Capacity *

    Activity

    Provisional stamp must be in place

    Contacts

    Sally Dunning
    Market Services
    +44 (0)1634 392486

  • Thu 01 Nov 2018

    Auction *

    Activity

    Day two of Lloyd's capacity auction number one

    Contacts

    Sally Dunning
    Market Services
    +44 (0)1634 392486

  • Thu 01 Nov 2018

    Syndicate reporting *

    Activity

    Managing Agents to submit Actuarial Function Reports (covering underwriting and reinsurance opinions) for each syndicate under management to AFReports@lloyds.com.

    Contacts

    Ajay Shah
    Market Reserving & Capital
    +44 (0)20 7327 5682

  • Fri 02 Nov 2018

    Finance *

    Activity

    Illinois Trust Fund adjustment, quarter three 2017 settlement date

    Contacts

    Carolyn Smith
    Financial Control
    +44 (0)1634 392922

  • Fri 02 Nov 2018

    Auction *

    Activity

    Midday deadline for submission of Auction disclosures pre Auction 2

    Contacts

    Sally Dunning
    Market Services
    +44 (0)1634 392486

  • Fri 02 Nov 2018

    ECA *

    Activity

    Economic Capital Assessment (ECA). Pre-Coming into Line (CIL) release. Member Modelling Software update, based on the latest agreed aligned syndicate SCR's.

    Contacts

    Neil Wells
    Market Reserving and Capital
    +44 (0)20 7327 6034

  • Fri 02 Nov 2018

    Syndicate reporting *

    Activity

    Managing Agents to submit excel version of quarterly broker remuneration return

    Contacts

    Gaye Flexen
    Underwriting Performance
    +44 (0)20 7327 5457
    distributioncosts@lloyds.com

  • Fri 02 Nov 2018

    US reporting *

    Activity

    Provision of final signed and notarised reporting packs by managing agents

    Contacts

    David Cokayne
    Market Finance
    +44 (0)20 7327 6238

  • Wed 07 Nov 2018

    Finance

    Activity

    South Africa Trust Fund adjustment quarter three 2017 settlement date

    Contacts

    Carolyn Smith
    Financial Control
    +44 (0)1634 392922

  • Wed 07 Nov 2018

    Auction *

    Activity

    Day one of Lloyd's capacity auction number two

    Contacts

    Sally Dunning
    Market Services
    +44 (0)1634 392486

  • Thu 08 Nov 2018

    Finance

    Activity

    Australian Trust Fund adjustment - quarter three 2018, settlement date

    Contacts

    Carolyn Smith
    Financial Control
    +44 (0)1634 392922

  • Thu 08 Nov 2018

    Finance

    Activity

    Kentucky Trust Fund adjustment, quarter three 2018 - settlement date

    Contacts

    Carolyn Smith
    Financial Control
    +44 (0)1634 392922

  • Thu 08 Nov 2018

    Auction *

    Activity

    Day two of Lloyd's capacity auction number two

    Contacts

    Sally Dunning
    Market Services
    +44 (0)1634 392486

  • Thu 08 Nov 2018

    US reporting *

    Activity

    Managing Agents to submit cash transfer forms to Settlement and Trust Funds

    Contacts

    Donna Broughton
    Settlement and Trust Funds
    +44 (0)1634 392693

  • Fri 09 Nov 2018

    FAL *

    Activity

    Deadline for all members to submit Bank Guarantee, Letters of Credit or Life Policy applications/instructions for CIL, Partial Releases and Substitutions. All documentation must be received by this date as no extensions to this deadline will be granted

    Contacts

    Anne Cooper
    Market Services
    +44 (0)1634 392576

  • Fri 09 Nov 2018

    Auction *

    Activity

    Midday deadline for submission of Auction disclosures pre Auction 3

    Contacts

    Sally Dunning
    Market Services
    +44 (0)1634 392486

  • Fri 09 Nov 2018

    Syndicate reporting *

    Activity

    Managing agents to submit quarter three 2018 QMA via core market returns by 14:00

    Contacts

    Jake Tomlin
    Market Finance
    +44 (0)20 7327 6581

  • Wed 14 Nov 2018

    Auction *

    Activity

    Day one of Lloyd's capacity auction number three

    Contacts

    Sally Dunning
     Market Services
    +44 (0)1634 392486

  • Thu 15 Nov 2018

    Hong Kong Risk Return (HKR) *

    Activity

    Submission of Hong Kong Risk Return for October 2018 before 12NOON (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

    Contacts

    Adam Cable
    International Regulatory Affairs
    +44 (0)207 327 5277

    Thomas Haddrill
    Lloyd's General Representative for Hong Kong
    +852 2918 9911

    Email: HKCoverholderReporting@lloyds.com

     

     

     

     

     

     

     

  • Thu 15 Nov 2018

    Hong Kong Claim Return (HKC) *

    Activity

    Submission of Hong Kong Claim Return for October 2018 before 12NOON (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

    Contacts

    Adam Cable
    International Regulatory Affairs
    +44 (0)207 327 5277

    Thomas Haddrill
    Lloyd's General Representative for Hong Kong
    +852 2918 9911

    Email: HKCoverholderReporting@lloyds.com

     

     

     

     

     

     

     

  • Thu 15 Nov 2018

    User pays *

    Activity

    Complaints handling charges due to be levied provided to managing agents to allow them to be verified prior to collection via ARCS

    Contacts

    Donna Nesbitt
    Complaints Team 
    +44 (0)1634 392497

  • Thu 15 Nov 2018

    Auction *

    Activity

    Day two of Lloyd's capacity auction number three

    Contacts

    Sally Dunning
    Market Services
    +44 (0)1634 392486

  • Thu 15 Nov 2018

    Performance Management Data Return *

    Activity

    Managing agents to submit Performance Management Data Return for October 2018 before 12:00 using core market returns software

    Contacts

    Matthew Orriss
    Business Intelligence
    +44 (0)20 7327 6823

  • Thu 15 Nov 2018

    Syndicate reporting *

    Activity

    Quarter three 2018 QMR data dispatched to recipients

    Contacts

    Jake Tomlin
    Market Finance
    +44 (0)20 7327 6581

  • Thu 15 Nov 2018

    US reporting *

    Activity

    US Situs top up cash movement date

    Contacts

    Donna Broughton
    Settlement and Trust Funds
    +44 (0)1634 392693

  • Fri 16 Nov 2018

    Finance *

    Activity

    Canadian Margin Fund quarter three 2018 - statements sent to managing agents

    Contacts

    Carolyn Smith
    Financial Control
    +44 (0)1634 392922

  • Fri 16 Nov 2018

    Canadian reporting *

    Activity

    Cash transfer forms to be submitted to Settlement and Trust Funds Department.

    Contacts

    Donna Broughton
    Settlement and Trust Funds
    +44 (0)1634 392693

  • Fri 16 Nov 2018

    Tax - Syndicate Level *

    Activity

    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

    Contacts

    Simon Tyler
    Tax Operations
    +44 (0)1634 392512

  • Tue 20 Nov 2018

    Syndicate Business Planning *

    Activity

    2019 Syndicate business plan approval deadline

    Contacts

    Eva Bocci
    Syndicate Underwriting Performance
    +44 (0)20 7327 5496

  • Wed 21 Nov 2018

    Conversion *

    Activity

    Deadline for names to convert capacity without requiring managing agent's consent

    Contacts

    Claire Schrader
    Legal Services
    +44 (0)20 7327 6173

  • Wed 21 Nov 2018

    Capacity *

    Activity

    Member agents and unaligned corporate members to inform relevant managing agent of 'drop' capacity

    Contacts

    Sally Dunning
    Market Services
    +44 (0)1634 392486

  • Wed 21 Nov 2018

    China Reinsurance Registration *

    Activity

    Confirmation that material, provided to the syndicate by Lloyd’s for review, can be submitted to the China Insurance Regulatory Commission (CIRC) in order to meet the quarterly reinsurance registration process. Note: This confirmation is only required in relation to syndicates that are registered with CIRC.

    Contacts

    Rehan Muhammad
    International Regulatory Affairs
    +44 (0) 20 7327 5282

    Maxine Hooper
    International Regulatory Affairs
    +44 (0) 20 7327 6291

    ChinaReinsuranceRegistration@lloyds.com

     

  • Thu 22 Nov 2018

    Direct Corporate Members (DCP) *

    Activity

    Deadline for prospective corporate members to submit their Stage 2 applications (including FAL) to Market Services

    Contacts

    Angela Beckingham
    Market Services
    +44 (0)1634 392083

  • Thu 22 Nov 2018

    New applications *

    Activity

    Deadline for prospective corporate members to submit their Stage 2 applications (including FAL) to Market Services

    Contacts

    Angela Beckingham
    Market Services
    +44 (0)1634 392083

  • Fri 23 Nov 2018

    Finance *

    Activity

    Canadian Margin Fund adjustment, quarter three 2018 settlement date

    Contacts

    Carolyn Smith
    Financial Control
    +44 (0)1634 392922

  • Fri 23 Nov 2018

    Finance *

    Activity

    ASL Expense Collection

    Contacts

    Mat Stone
    Financial Control
    +44 (0)1634 392202

  • Fri 23 Nov 2018

    Tax - Members Agent and DCP Level *

    Activity

    Tax brackets for income tax. Apportionment of US federal income tax brackets applicable to members of a controlled group

    Contacts

    Simon Tyler
    Taxation
    +44 (0)1634 392512

  • Fri 23 Nov 2018

    FAL *

    Activity

    Final date to approve new third party funding arrangements (relating to Direct corporate participants/members' agents as applicable)

    Contacts

    Angela Beckingham
    Market Services
    +44 (0)1634 392083

  • Fri 23 Nov 2018

    Direct Corporate Members (DCP) *

    Activity

    Economic Capital Assessment (ECA). Coming into Line (CIL) release. Member Modelling Software update, based on agreed aligned SCR's for the December CIL exercise.

    Contacts

    Neil Wells
    Market Reserving and Capital
    +44 (0)20 7327 6034

  • Fri 23 Nov 2018

    Exposure Management and Reinsurance *

    Activity

    Subject to materiality-of-change threshold, managing agents to submit quarterly Lloyd's Catastrophe Model (LCM) return as at 1 October 2018 by MIDDAY. This return is via SecureStore.

    Contacts

    Steven Champion

    Lloyd's Risk Aggregation
    +44 (0)20 7327 5983

  • Fri 23 Nov 2018

    ECA *

    Activity

    Economic Capital Assessment (ECA). Coming into Line (CIL) release. Member Modelling Software update, based on agreed aligned SCR's for the December CIL exercise.

    Contacts

    Neil Wells
    Market Reserving and Capital
    +44 (0)20 7327 6034

  • Fri 23 Nov 2018

    Syndicate reporting *

    Activity

    Managing Agents to submit completed Standard Formula SCR template (available on Lloyds.com) as at 2018 YE for each syndicate under management to SFReturns@lloyds.com

    Contacts

    Taraash Gautam
    Market Reserving & Capital
    +44 (0)20 7327 5092

  • Fri 23 Nov 2018

    Canadian reporting *

    Activity

    Cash movement date for LCTF and Margin Fund Q3 adjustment

    Contacts

    Donna Broughton
    Settlement and Trust Funds
    +44 (0) 1634 392693

  • Thu 29 Nov 2018

    Finance

    Activity

    Swiss Deposit Adjustment

    Contacts

    Francois Jolly
    Treasury & Investment Management
    +44 (0) 20 7327 5752

  • Fri 30 Nov 2018

    Agency reporting *

    Activity

    Agents with financial year ending 30 June 2018 to submit annual financial return  (including audited AF1, audited accounts, detailed P&L, forecast P&L and balance sheet)

    Contacts

    Jake Tomlin
    Market Finance
    +44 (0)20 7327 6581

  • Fri 30 Nov 2018

    Auction *

    Activity

    Settlement day for auctions one, two and three (debit date)

    Contacts

    Sally Dunning
    Market Services
    +44 (0)1634 392486

  • Fri 30 Nov 2018

    Direct Corporate Members (DCP) *

    Activity

    Interim cash calls to be funded and paid to syndicates.

    Contacts

    Graham Bonner
    Market Services
    +44 (0)1634 392056

  • Fri 30 Nov 2018

    Distribution *

    Activity

    Interim cash calls to be funded and paid to syndicates.

    Contacts

    Graham Bonner
    Market Services
    +44 (0)1634 392056

  • Mon 03 Dec 2018

    Coming into line *

    Activity

    Deadline for active members to ensure they are in line with 2018 capital funding requirements.

    Contacts

    Angela Beckingham
    Market Services
    +44 (0)1634 392083

  • Mon 03 Dec 2018

    Coming into line *

    Activity

    Members/Members Agents to submit applications to introduce new or additional assets (with the exception of Bank Guarantees and Letters of Credit) for Coming into Line (CIL). All supporting documentation must be received by this date.

    Contacts

    Anne Cooper
    Market Services
    +44 (0)1634 392576

  • Mon 03 Dec 2018

    Coming into line *

    Activity

    Members' agents to confirm their names are in line by the coming into line deadline.

    Contacts

    Angela Beckingham
    Market Services
    +44 (0)1634 392083

  • Mon 03 Dec 2018

    Direct Corporate Members (DCP) *

    Activity

    Deadline for active Direct Corporate Participant members to submit requests for the release of surplus funds at Lloyd's (FAL)

    Contacts

    Anne Cooper 
    Market Services
    +44 (0)1634 392576

  • Mon 03 Dec 2018

    Direct Corporate Members (DCP) *

    Activity

    Deadline for active Direct Corporate Participants to ensure they are in line with 2018 capital funding requirements

    Contacts

    Angela Beckingham
    Market Services
    +44 (0)1634 392083

  • Mon 03 Dec 2018

    FAL *

    Activity

    Deadline for active members to submit requests for the release of surplus funds at Lloyd's (FAL)

    Contacts

    Anne Cooper
    Market Services
    +44 (0)1634 392576

  • Mon 03 Dec 2018

    Direct Corporate Members (DCP) *

    Activity

    Direct corporate participants must confirm that they are in line by completing a corporate members' confirmation form including the submission of a signed 2019 Corporate Members Syndicate List.

    Contacts

    Anne Cooper
    Market Services
    +44 (0)1634 392576

  • Mon 03 Dec 2018

    Direct Corporate Members (DCP) *

    Activity

    Deadline date for the receipt of signed 2019 syndicate lists from Direct Corporate Participants

    Contacts

    Sally Dunning
    Market Services
    +44 (0)1634 392486

  • Mon 03 Dec 2018

    Coming into line *

    Activity

    Deadline date for the receipt of signed 2019 syndicate lists from Direct Corporate Participants

    Contacts

    Sally Dunning
    Market Services
    +44 (0)1634 392486

  • Tue 04 Dec 2018

    Auction *

    Activity

    Settlement day for auctions one, two and three (credit date)

    Contacts

    Sally Dunning
    Market Services
    +44 (0)1634 392486

  • Wed 05 Dec 2018

    Syndicate reporting *

    Activity

    Managing Agents to return banking documents in relation to trust fund requirements for 2018. Managing Agents will be emailed directly with specific instructions.

    Contacts

    Luther Collins
    International Regulatory Affairs

    +44 (0)20 7327 6355

  • Fri 07 Dec 2018

    FAL *

    Activity

    Deadline for all active members to submit their application for the release of surplus Funds at Lloyd’s consisting of cash or securities – this applies to only those members who placed surplus assets in FAL in Q4, 2018 based on a projection of their final ECA figures

    Contacts

    Anne Cooper
    Market Services
    +44 (0)1634 392576

  • Wed 12 Dec 2018

    Coming into line *

    Activity

    Deadline date for the confirmation from Members' Agents that all 2019 syndicate lists have been signed.

    Contacts

    Angela Beckingham
    Market Services
    +44 (0)1634 392083

  • Wed 12 Dec 2018

    French office *

    Activity

    Q4 2016: GAREAT return to French office for period 01/01/2018 to 10/12/2018

    Contacts

    Stephanie Le Ninivin
    Lloyd's French Office
    +33 (0)1 42 60 85 92 / +44 (0)20 7327 7030

    Maria McLoughlin
    International Regulatory Affairs
    +44 (0)20 7327 5209

  • Thu 13 Dec 2018

    Syndicate reporting *

    Activity

    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.

    Contacts

    Jenny Laverty
    Complaints Department
    +44 (0)1634 392320

  • Fri 14 Dec 2018

    Hong Kong Claim Return (HKC) *

    Activity

    Submission of Hong Kong Claim Return for November 2018 before 12NOON(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

    Contacts

    Adam Cable
    International Regulatory Affairs
    +44 (0)207 327 5277

    Thomas Haddrill
    Lloyd's General Representative for Hong Kong
    +852 2918 9911

    Email: HKCoverholderReporting@lloyds.com

     

     

     

     

     

     

     

  • Fri 14 Dec 2018

    Hong Kong Risk Return (HKR) *

    Activity

    Submission of Hong Kong Risk Return for November 2018 before 12NOON (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

    Contacts

    Adam Cable
    International Regulatory Affairs
    +44 (0)207 327 5277

    Thomas Haddrill
    Lloyd's General Representative for Hong Kong
    +852 2918 9911

    Email: HKCoverholderReporting@lloyds.com

     

     

     

     

     

     

     

  • Fri 14 Dec 2018

    Performance Management Data Return *

    Activity

    Managing agents to submit Performance Management Data Return for November 2018 before 12:00 using core market returns software

    Contacts

    Matthew Orriss
    Business Intelligence
    +44 (0)20 7327 6823

  • Fri 28 Dec 2018

    Solvency *

    Activity

    Active names will be administratively suspended where solvency shortfalls remain uncleared

    Contacts

    Kevin Nethersell
    Market Finance
    +44 (0)20 7327 6253

  • Fri 28 Dec 2018

    Solvency *

    Activity

    Annual valuation of Funds at Lloyd's

    Contacts

    Martin Hassell
    Market Services
    +44 (0)1634 392548

  • Mon 31 Dec 2018

    Auction

    Activity

    Last date for submission of capacity movements for deceased names post auction three

    Contacts

    Sally Dunning
    Market Services
    +44 (0)1634 392486

  • Fri 04 Jan 2019

    Finance *

    Activity

    Preliminary pricing and assets available via RBC IS Investor Portal (LCTF)

    Contacts

    Donna Broughton
    Financial Control
    +44 (0) 1634 392693

  • Fri 04 Jan 2019

    Finance *

    Activity

    Preliminary pricing and assets available via Citidirect(LATF/CRTF/SLTF)

    Contacts

    Donna Broughton
    Financial Control
    +44 (0) 1634 392693

  • Fri 04 Jan 2019

    Syndicate reporting *

    Activity

    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.

    Contacts

    Jenny Laverty
    Complaints Team
    +44 (0)1634 392320

  • Fri 04 Jan 2019

    Australian Terrorism *

    Activity

    Managing Agents to submit their opt in or opt out letter to Lloyd's General Representative in Australia and International Regulatory Affairs

    Contacts

    Rehan Syed-Muhammad
    International Regulatory Affairs
    +44 (0)20 7327 5282

  • Fri 04 Jan 2019

    Distribution *

    Activity

    Last date for managing agents to notify Market Services of any interim cash calls due for payment on 9 February 2019

    Contacts

    Theresa Thorp 
    Market Services
    +44 (0)1634 392059

  • Fri 04 Jan 2019

    Finance *

    Activity

    Preliminary Schedule B (with accrued interest)(LATF/CRTF/SLTF)sent by Citibank

    Contacts

    Donna Broughton
    Financial Control
    +44 (0)1634 392693

  • Fri 04 Jan 2019

    Finance *

    Activity

    Preliminary Pricing Schedule available by return following email request to Lloyds-STFOMail@lloyds.com (LATF/SLTF/CRTF/LCTF)

    Contacts

    Donna Broughton
    Financial Control
    +44 (0)1634 392693

  • Fri 04 Jan 2019

    Syndicate reporting *

    Activity

    Managing Agents to confirm via email whether syndicates have written Irish Motor business in 2018

    Contacts

    Syed Shahid
    International Regulatory Affairs
    +44 (0)20 7327 6051

  • Wed 09 Jan 2019

    Finance *

    Activity

    Certified cash statements LATF/SLTF/CRTF)sent by Citibank

    Contacts

    Donna Broughton
    Financial Control
    +44 (0)1634 392693

  • Wed 09 Jan 2019

    Non-XIS Return *

    Activity

    Managing agents to submit details of South African and Australian business not processed through central accounting - as at 31 December 2018

    Contacts

    Hayley Youles
    Market Finance
    +44 (0)20 7327 5299

  • Wed 09 Jan 2019

    Syndicate reporting *

    Activity

    Managing Agents to submit GQD return as at Quarter 4 2018 via Core Market Returns

    Contacts

    James Lane
    Market Reserving & Capital
    +44 (0)20 7327 5952

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