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controlled function CF12 in the table of controlled functions, described more fully in SUP 4.3.13 R and SUP 10.7.17 R .
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an investigation to which IPRU-INS rule 9.4 applies.
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controlled function CF8 in the table of controlled functions, described more fully in SUP 10.7.1 R .
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(a) (in relation to managing investments):(i) arranging settlement;(ii) monitoring and processing corporate actions;(iii) client account administration, liaison and reporting, including valuation and performance measurement;(v) investment trust savings scheme administration;(b) (in relation to effecting or carrying out life policies):(i) new business administration;(iii) preparing projections;(iv) processing claims including pension payments;(v) fund switching;(c) (in relation to the operation of a stakeholder pension scheme):(i) new business administration;(ii) receipt of or alteration to contributions;(iii) preparing projections and annual statements;(iv) administration of transfers;(v) handling claims, including pension payments;(vi) fund allocation and switching.
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controlled function CF25 in the table of controlled functions, described more fully in SUP 10.10.15 R.
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(in PRU) the date as at which the mathematical reserves are calculated.
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the Institute of Actuaries or theFaculty of Actuaries.
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(1) (in LLD) the type of insurance defined in LLD 11.4.1 R, which is in summary: general insurance business which is sickness insurance and satisfies certain specified conditions.(2) (in PRU) (in the context of the rules in PRU 7.2 concerning the calculation of the general insurance capital requirement), health insurance which meets all the conditions set out in PRU 7.2.72 R.