Private Insurance Company (or PIC) Formation and Management

We'll Be Your Navigator

Guiding you so your PIC remains compliant with regulatory, corporate and tax requirements.

The PIC is your company. It is under your direction and control. We provide you guidance and help build a PIC structure that best fits your long-term plans.


Regulatory

  • PIC formation application
  • Business plan changes
  • Reporting requirements
    • Annual reports
    • Annual audits
    • Annual actuarial reviews
    • Annual fees

Corporate

  • Incorporation
    • Drafting Articles and Bylaws
    • Filing paperwork with corporate regulators
  • Corporate record book maintenance
    • Amendments to Articles and Bylaws
    • Meeting Minutes
    • Stock Register and Certificates
  • Reporting requirements
    • Annual reports
    • Annual fees

Tax

  • Tax ID number obtained
  • Tax reporting and payments made timely