Record Retention

Our captive insurance management firms are in many ways the quarterback of your captive advisory team.  The manager functions as an extension of the insurance regulators, and is a valuable resource to assist the Oxford Risk Management team with the day-to-day operations of your captive insurance company.

There are numerous professional service providers who collaborate to ensure that your captive is implemented and managed in a manner consistent with the rules of the road, including:

  • Captive Manager
  • Legal Counsel
  • Risk Management Consultant
  • Investment Advisor
  • Tax Counsel
  • Audit Firm
  • Actuarial Advisor

As part of it’s turn-key services, Oxford Risk Management Group will oversee the collection of data, reports and other documentation from all members of your captive advisory team, and provide ongoing maintenance and retention of vital records in our proprietary system.  This service is crucial to maintaining the necessary records should your captive be required to produce them at a later date.