Resolution Life Group is a long term manager of legacy life insurance portfolios.
Due to the nature of the operations of this highly prestigious insurance firm, the training programme on AEOI (FATCA and CRS) had to be adapted to cover different operational aspects of FATCA and CRS.
Rodrigo Zepeda, CEO and Expert Trainer of Storm-7 Consulting, entered in specific areas of research, completely tailoring the delivery upon requirements that have been specified only on the same day of the training.
At the training participated a varied range of delegates, from legal specialists to compliance and operations personnel. The training delivery featured different face to face discussions focusing on timelines, documentation and other compliance concerns.
Thanks to this highly customised and dedicated in-house training, the employees from Resolution Life were equipped with the skills necessary to amend their documentation required for clients and consequently adapt their compliance processes.