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INSURANCE SERVICES
At Global Fund Solutions, we understand the needs and goals of our Insurance clients. NAIC quarterly and yearly filings along with monthly investment administration is a time consuming process for any company.
GFS is the insurance industry’s leader in investment management, Schedule D accounting and performance reports. The GFS proprietary web-based technology platform allows our team of professionals to actively manage your insurance company’s investment portfolio - handling complex investments while at the same time, preventing manual errors. As a result, we prepare complete monthly financial statements as well as Schedule D for our clients. In today's global environment, the importance of mobility and access are crucial. With GFS, users can securely access data from the office or while on the road. Robust technology coupled with experienced professionals, enables GFS to provide cost-effective outsourcing solutions to insurance companies, especially during crucial crunch times.
Superb Knowledge
The GFS team comprises of insurance experts, former hedge fund managers, CFOs, and CPAs who have 20+ years of investment accounting experience. In addition, we understand NAIC rules and regulations - working extensively with insurance companies to ensure investments comply and accounting is accurate. Our trusted software and services are proven to drive operational effectiveness, enabling any insurance company to focus on what is important – its clients. Whether you are a small regional insurance company or a large carrier, we are proven to all sized clients.
GFS Services
GFS provides insurance companies with full monthly administration of investments. In addition, we offer Schedule D Reporting - complete and ready to be included in your quarterly and annual NAIC filing. This includes:
Part 1 – Long Term Bonds
Part 2 – Preferred and Common Stocks
Part 3 – Long Term Bonds and Stocks Acquired
Part 4 – Long Term Bonds and Stocks Sold, Redeemed or Disposed
Part 5 – Long Term Bonds and Stocks Acquired and Fully Disposed
Part 6 – Valuation of Shares of Subsidiary, Controlled or Affiliated Companies
DA – Short Term Investments
DB – Future, Floors, Caps, Options
-Monthly administration of investments and performance
-Monthly Reports including Performance, Investment and Financial Reports
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