Financial Crime World

Programmes Across All Sectors Consistent with International Standards

In order to ensure effective oversight, programs across all sectors are consistently reviewed and enhanced as deemed necessary to meet international standards.

Supervisory Actions


The Bermuda Monetary Authority (BMA) takes specific actions based on the results of its assessments to ensure firms operate within regulatory requirements. This may involve employing enhanced oversight or requiring changes to operations.

Sectoral Risk-Based Supervisory Processes


To assess risk in the banking, trust, corporate services providers and investment sectors, a six-step program is used:

  • Identifying risk impact groups and prioritization
  • Fundamental monitoring
  • Application of the risk model
  • Planning
  • Enhanced monitoring
  • Reporting and risk mitigation

Risk Assessment Model


The BMA uses CAMELBCOM, a risk assessment model that evaluates nine risk factors, including:

  • Capital
  • Assets
  • Market risk
  • Earnings
  • Liabilities
  • Business
  • Internal Controls
  • Organisation
  • Management risk

Insurance Sector Supervision


The Authority has established a risk-based program for insurance sector supervision, comprising nine phases:

  • Planning and prioritization
  • Risk impact group
  • Fundamental monitoring
  • Prudential visits
  • Enhanced monitoring
  • Composite risk rating
  • Supervisory attention ranking
  • Supervisory actions
  • Follow-up

Off-Site Monitoring


The Authority performs a base level of off-site monitoring, including:

  • Annual reviews of statutory returns
  • Ongoing assessments of publicly available information

Prudential Visits


Visits may be initiated by the Authority or the company to establish or maintain relationships with key management.

Enhanced Monitoring


This process includes both off-site and on-site work, reviewing public documents and non-public information, as well as conducting interviews and tests at the insurer’s offices.

Composite Risk Rating


The Authority summarizes all data gathered to form a composite risk rating applicable to the company.

Supervisory Attention Ranking


The nature and extent of regulatory action required is determined by this ranking, which originates from the Composite Risk Rating or other information brought to the BMA’s attention.

Reports and Follow-Up


Reports are prepared and reviewed within the Authority addressing concerns and issues that may warrant corrective action. The Authority ensures all necessary actions have been taken to complete the risk-based review of the subject company.

By consistently reviewing and enhancing programs across all sectors, the Bermuda Monetary Authority demonstrates its commitment to effective oversight and compliance with international standards.