This role acts as a key liaison between the company, clients, and investment managers to ensure ... liaison between the company and clients/representatives or their investment managers to ensure seamless ...
alignment with applicable laws and the company’s risk tolerance. Provide legal guidance and internal ... , investment-related issues, and international frameworks relevant to PPLI. Liaise with external legal ...
, and maintain accurate policy documentation including valuation reports, investment mandates, and regulatory ... documentation for all policy parties and conducting identity/risk checks using approved tools. Manage ...