On Thursday, June 2, 2016, GEB hosted a workshop on Multinational Pooling and Captive programmes in Toronto, Canada.
Nearly 60 Canadian advisors and Sun Life representatives joined in the discussion lead by representatives of GEB Americas regional office.
Participants gained insight into the set up and implementation of international arrangements and into how to maximise the benefits to clients.
Discussion topics included:
- Why set up a pool/captive: needs and opportunities
- How to choose the best arrangement
- What to consider before getting started
- Implementation checklist
- Setting up appropriate governance Risk management tools and approaches
The questions from the audience highlighted the active engagement and interest for coordinated employee benefits programs.