������Ƶ

1. Transition Services: Required when ongoing administrative support is needed from the transferor post-transfer

2. Data Protection: Detailed section required when significant personal data is involved in the transfer

3. Staff Transfer Provisions: Required when staff members are being transferred as part of the portfolio

4. Broker and Intermediary Relationships: Required when existing broker relationships need to be addressed

5. Investment Management: Required when specific investment assets are being transferred with the portfolio

6. Tax Indemnities: Detailed tax provisions required for complex portfolio transfers with significant tax implications

7. Regulatory Reporting: Detailed reporting requirements when the transfer requires ongoing regulatory oversight

1. Schedule 1 - Portfolio Description: Detailed list and description of all policies included in the transfer

2. Schedule 2 - Valuation Methodology: Detailed methodology for calculating the transfer value

3. Schedule 3 - Claims Register: List of all outstanding claims and IBNR calculations

4. Schedule 4 - Transfer Price Calculations: Detailed calculations and adjustments for the transfer consideration

5. Schedule 5 - Assets Schedule: List of any assets being transferred as part of the portfolio

6. Schedule 6 - Claims Handling Procedures: Detailed procedures for handling claims post-transfer

7. Appendix A - Required Regulatory Filings: List of all required regulatory filings and approvals

8. Appendix B - Form of Notice to Policyholders: Template for notifying affected policyholders of the transfer

9. Appendix C - Actuarial Report: Independent actuarial assessment of the portfolio