INSURANCE & PENSION FUNDS



We provide legal advice to our clients, players in the insurance industry, namely insurers, reinsurers and pension fund management entities.

We also provide advice to our clients, agents in the insurance market, in their most relevant transactions, such as transferring portfolios, setting up and transferring insurance companies and insurance intermediaries or setting up partnerships between groups.

Our main areas of activity are:

• tax advice
• contractual advice, regulatory aspects
• defence before regulatory authorities
• legal advice on the purchase and sale of insurance companies
• drafting and negotiating contracts and other relevant legal documents
• reviewing compliance with applicable regulations
• monitoring administrative authorisation processes
• advising on agreements for the assignment of insurance portfolios
• drafting and negotiating assignment agreements
• legal advice on insurance mediation
• drafting contracts with insurance agents and bancassurance operators
• legal advice on the interpretation and application of regulations and supervisory standards
• legal advice on drafting, reviewing and interpreting legal texts for negotiating insurance contracts to cover major risks
• legal advice on structuring, formalising and implementing corporate restructuring processes for insurance entities, such as mergers, spin-offs, global assignment of assets and liabilities.
  
  

MAIN AREAS OF INTERVENTION

• Large Consumption
• Distribution Sector

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