Solvency II

Overview

The implementing measures for Solvency II, level 2, published in the European Union's Official Journal of 17 January 2015, represent a key step towards implementation of the directive, which are applied to European insurance companies since 1 January 2016.

The aim of the directive is to develop internal organisation and assessment models to manage risks and guarantee solvency.

MAIN PROVISIONS

The directive is based on three pillars:

  • The first pillar sets out the quantitative financial requirements.
  • The second pillar makes the setting up of a risk management body compulsory.
  • The third pillar states the information that must be provided to the supervisory authorities and the public for better transparency.

MORE INFORMATION

Directive of 25 November 2009 on the taking-up and pursuit of the business of Insurance and Reinsurance (Solvency II)

Challenges & Solutions

MAIN CHALLENGES

  • Reporting obligation to national competent authorities (pillar 3)
  • Financial data enhancement and look-through approach
  • Solvency Capital Requirement (SCR) calculation

CACEIS'S SOLUTIONS

CACEIS offers asset managers and insurance companies tailor-made solutions for the production of reporting in compliance with Solvency II Directive.

  • Inventories recovery, data enhancement and look-through
  • Quarterly look-through inventories 
  • Calculation of aggregates of the gross market SCR

Key dates

  • 11 March 2014

    The Omnibus II Directive adopted by the European Parliament

  • 22 May 2014

    Publication of the Omnibus II Directive in the OSEU

  • 10 October 2014

    The European Commission adopted the delegate Act

  • 12 January 2015

    Level 2, end of the objection period

  • 31 March 2015

    End of Solvency II Directive transposition period

  • 2015

    Submission to the European commission of Level 3 text

  • 1 January 2016

    Application of the Solvency II regime

  • 26 November 2018 - 30 January 2019

    EIOPA consultation on the integration of ESG criteria into the Solvency II Directive.

  • 1 July 2020

    Public consultation on the revision of the SolvencySolvency II Directive (closed 21 October 2020)

  • 2 August 2021

    Publication of a Delegated Act to the Solvency II Directive in the OJEU to ensure the integration of ESG factors and sustainability risks into the Directive

  • 1 August 2022

    Entry into force of the Delegated Act amending Delegated Regulations 2015/35/EU

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