Insurance, mutual insurance and the social economy
Since its creation in 1965, GROUPE CONSEIL UNION has been serving the insurance, mutual insurance and social economy sectors.
Its staff work with insurance companies, mutual insurers, provident institutions, brokers, associations and related organizations, developing an approach that combines :
Regulations,
internal control,
accounting and actuarial techniques,
Mutualist spirit, because you can’t work in a sector if you don’t share its values.
Services
AUDIT
- Statutory audit,
- Merger and contribution audit,
- Technical audit of insurance and reinsurance contracts,
- Audit of technical reserves.
ACCOUNTING EXPERTISE
- Maintain and review accounting records for insurance companies and other organizations,
- Preparation of annual financial statements (French GAAP or IFRS) in compliance with the insurance chart of accounts,
- Preparation of ACPR and SFG reports, etc,
- Preparation of statutory reports under Solvency I and II.
INTERNAL CONTROL AND AUDIT
- General design of internal control systems,
- Risk mapping,
- Development and drafting of procedure manuals,
- Internal control audits,
- Audit of technical procedures (contributions/premiums, benefits/claims, member/policyholder management, reinsurance, management delegation, investments, etc.) and non-technical procedures (personnel, purchasing, etc.),
- Outsourced internal audit.
BOARD
- Actuarial studies.
References
Since 1965, GROUPE CONSEIL UNION has been the statutory auditor or certified public accountant for over 30 mutual and insurance companies, as well as many other organizations in the social economy.
Jean-Marc FLEURY is a member of the Insurance Commission and the Mutuals working group of the Compagnie Nationale des Commissaires aux Comptes. In this capacity, he participates in the development of audit doctrine.
GROUPE CONSEIL UNION is a founding shareholder of a firm of actuaries. As such, it has direct and immediate access to actuarial skills for the performance of its missions.