Matching Adjustment

Published by Scott Eason on

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  • Scott Eason

    Scott Eason

    Partner and Head of Insurance Consulting

  • With Omnibus II having set out the finalised matching adjustment criteria, the focus has now turned to the practicalities of how firms will ensure their assets (and liabilities) are eligible and how to provide the evidence required by the application process.

    The purpose of this note is to provide a summary of the current position regarding the matching adjustment application process and the questions that remain outstanding.