LegalizeCommission Regulation (EC) No 1228/1999 of 28 May 1999 concerning the series of data to be produced for insurance services statistics (Text with EEA relevance)
Article 1
The frequency for the compilation of multi-yearly characteristics, the breakdowns of results and the first reference year for the compilation of the results referred to in Articles 4, 8 and 9 of Regulation (EC, Euratom) No 58/97 are specified in the series of data in the Annex to this Regulation.
Article 2
Article 3
This Regulation shall enter into force on the 20th day following its publication in the Official Journal of the European Communities.
This Regulation shall be binding in its entirety and directly applicable in all Member States.
ANNEX
| Series code | Title |
|---|---|
| 5A | Annual enterprise statistics |
| 5B | Annual enterprise statistics broken down by legal status |
| 5C | Annual enterprise statistics broken down according to the country of residence of the parent enterprise |
| 5D | Annual enterprise statistics broken down by size class |
| 5E | Annual enterprise statistics broken down by product |
| 5F | Annual enterprise statistics by geographical breakdown |
Annual enterprise statistics listed in Annex 5 Section 4 paragraphs 3 and 4 of Council Regulation (EC, Euratom) No 58/97 concerning structural business statistics
| Type of enterprise or insurance activity | |||
|---|---|---|---|
| Series name | Annual enterprise statistics | ||
| Frequency | Annual | ||
| Activity coverage | All activities within the scope of NACE Rev.1 division 66 except for class 66.02 | ||
| Characteristics A | Characteristics in Annex 5 Section 4 paragraph 3 | ||
| First reference year | 1996 | ||
| 11 11 0 | Number of enterprises | 1, 2, 3, 4 | |
| 12 11 0 | Gross premiums written | 1, 2, 4, 5, 6 | |
| 12 11 1 | Gross direct premiums written | 1, 2, 5, 6 | |
| 12 11 3 | Gross direct premiums written, individual premiums | 1, 5 | |
| 12 11 4 | Gross direct premiums written, premiums under group contracts | 1, 5 | |
| 12 11 5 | Gross direct premiums written, periodic premiums | 1, 5 | |
| 12 11 6 | Gross direct premiums written, single premiums | 1, 5 | |
| 12 11 7 | Gross direct premiums written, premiums from non-bonus contracts | 1, 5 | |
| 12 11 8 | Gross direct premiums written, premiums from bonus contracts | 1, 5 | |
| 12 11 9 | Gross direct premiums written, premiums from contracts where the investment risk is borne by policyholders | 1, 5 | |
| 12 11 2 | Gross reinsurance premiums accepted, written premiums | 1, 2, 4, 5, 6 | |
| 32 22 0 | Investment income | 1, 5 | |
| 32 23 0 | Unrealised gains on investments | 1, 5 | |
| 32 25 0 | Gross change in life insurance provision | 1, 5 | |
| 32 27 0 | Investment charges | 1, 5 | |
| 32 28 0 | Unrealised losses on investments | 1, 5 | |
| 32 29 0 | Allocated investment return transferred to the non-technical account | 1, 5 | |
| 32 11 2 | Gross change in the provision for unearned premiums | 1, 2, 4, 5, 6 | |
| 32 12 0 | Allocated investment return transferred from the non-technical account | 2, 4, 6 | |
| 32 13 1 | Gross claims payments | 1, 2, 4, 5, 6 | |
| 32 13 4 | Gross change in the provision for outstanding claims | 1, 2, 4, 5, 6 | |
| 32 14 0 | Gross operating expenses | 1, 2, 4, 5, 6 | |
| 32 15 0 | Change in the equalisation provision | 2, 4, 6 | |
| 32 16 0 | Other items in the technical account, gross amount | 1, 2, 4, 5, 6 | |
| 32 17 0 | Sub-total I (= gross balance of the technical account) | 1, 2, 4, 5, 6 | |
| 32 18 0 | Reinsurance balance | 1, 2, 4, 5, 6 | |
| 32 18 1 | Reinsurers share of gross premiums written | 1, 2, 4, 5, 6 | |
| 32 18 3 | Reinsurers share of the gross change in the provision for unearned premiums | 1, 2, 4, 5, 6 | |
| 32 18 5 | Reinsurers share of gross claims payments | 1, 2, 4, 5, 6 | |
| 32 18 6 | Reinsurers share of gross change in the provision for outstanding claims | 1, 2, 4, 5, 6 | |
| 32 18 7 | Reinsurance commissions and profit participations | 1, 2, 4, 5, 6 | |
| 32 18 8 | Reinsurers share of the gross amount of other items in the technical account | 1, 2, 4, 5, 6 | |
| 32 33 4 | Reinsurers share of gross change in life insurance provision | 1, 5 | |
| 32 19 0 | Sub-total II (= net balance of the technical account) | 1, 2, 3, 4, 5, 6 | |
| 32 42 0 | Investment income | 1, 2, 3, 4 | |
| 32 43 0 | Allocated investment return transferred from the life-assurance technical account | 1, 3 | |
| 32 44 0 | Investment charges | 1, 2, 3, 4 | |
| 32 45 0 | Allocated investment return transferred to the non-life insurance technical account | 2, 3, 4 | |
| 32 46 0 | Other income | 1, 2, 3, 4 | |
| 32 47 0 | Other charges, including value adjustments | 1, 2, 3, 4 | |
| 32 48 0 | Profit or loss on ordinary activities | 1, 2, 3, 4 | |
| 32 49 0 | Extraordinary profit or loss | 1, 2, 3, 4 | |
| 32 50 0 | All taxes (tax on profit or loss on ordinary activities, tax on extraordinary profit or loss, other taxes) | 1, 2, 3, 4 | |
| 32 51 0 | Profit or loss for the financial year | 1, 2, 3, 4 | |
| 32 61 1 | Commissions for total insurance business | 1, 2, 3, 4 | |
| 32 61 2 | Commissions for direct insurance business | 1, 2, 3 | |
| 32 61 4 | External expenses on goods and services | 1, 2, 3, 4 | |
| 13 31 0 | Personnel costs | 1, 2, 3, 4 | |
| 32 61 5 | External and internal claims management expenses | 1, 2, 4, 5, 6 | |
| 32 61 6 | Acquisition costs | 1, 2, 4, 5, 6 | |
| 32 61 7 | Administrative expenses | 1, 2, 4, 5, 6 | |
| 32 61 8 | Gross other technical charges | 1, 2, 4, 5, 6 | |
| 32 61 9 | Investment management charges | 1, 2, 4, 5, 6 | |
| 32 71 1 | Income from participating interests | 1, 2, 4, 5, 6 | |
| 32 71 3 | Income from land and buildings | 1, 2, 4, 5, 6 | |
| 32 71 4 | Income from other investments | 1, 2, 4, 5, 6 | |
| 32 71 5 | Value re-adjustments on investments | 1, 2, 4, 5, 6 | |
| 32 71 6 | Gains on the realisation on investments | 1, 2, 4, 5, 6 | |
| 32 72 1 | Investment management charges, including interest | 1, 2, 4, 5, 6 | |
| 32 72 2 | Value adjustments on investments | 1, 2, 4, 5, 6 | |
| 32 72 3 | Losses on the realisation on investments | 1, 2, 4, 5, 6 | |
| 16 11 0 | Number of persons employed | 1, 2, 3, 4 | |
| 36 11 0 | Land and buildings | 1, 2, 3, 4 | |
| 36 11 1 | Land and buildings occupied by an insurance enterprise for its own activities | 1, 2, 3, 4 | |
| 36 12 0 | Investments in affiliated enterprises and participating interest | 1, 2, 3, 4 | |
| 36 12 1 | Shares in affiliated enterprises and participating interest | 1, 2, 3, 4 | |
| 36 12 2 | Debt securities issued by, and loans to, affiliated enterprises and to enterprises with which an insurance enterprise is linked by virtue of a participating interest | 1, 2, 3, 4 | |
| 36 13 0 | Other financial investments | 1, 2, 3, 4 | |
| 36 13 1 | Shares and other variable-yield securities and units in unit trusts | 1, 2, 3, 4 | |
| 36 13 2 | Debt securities and other fixed-income securities | 1, 2, 3, 4 | |
| 36 13 3 | Participation in investment pools | 1, 2, 3, 4 | |
| 36 13 4 | Loans guaranteed by mortgages | 1, 2, 3, 4 | |
| 36 13 5 | Other loans | 1, 2, 3, 4 | |
| 36 13 6 | Other (including deposits with credit institutions) | 1, 2, 3, 4 | |
| 36 14 0 | Deposits with ceding enterprises | 1, 2, 3, 4 | |
| 36 20 0 | Investments for the benefit of life-assurance policyholders who bear the investment risk | 1, 3 | |
| 36 30 0 | Balance sheet total | 1, 2, 3, 4 | |
| 37 10 0 | Total capital and reserves | 1, 2, 3, 4 | |
| 37 11 0 | Subscribed capital or equivalent funds | 1, 2, 3, 4 | |
| 37 12 0 | Share premium account, revaluation reserve, reserve | 1, 2, 3, 4 | |
| 37 20 0 | Subordinated liabilities | 1, 2, 3, 4 | |
| 37 31 0 | Gross provision for unearned premiums | 1, 2, 4, 5, 6 | |
| 37 32 0 | Gross life assurance provision | 1, 2, 4, 5, 6 | |
| 37 33 0 | Gross provision for outstanding claims | 1, 2, 4, 5, 6 | |
| 37 33 1 | Gross provision for outstanding claims, related to direct business | 2, 6 | |
| 37 34 0 | Gross provision for bonuses and rebates | 1, 2, 3, 4 | |
| 37 35 0 | Equalisation provision | 1, 2, 3, 4 | |
| 37 36 0 | Gross other technical provisions | 1, 2, 3, 4 | |
| 37 37 0 | Gross technical provisions for life-assurance policies where the investment risk is borne by the policyholders | 1, 3, 4 | |
| 37 30 1 | Total net technical provisions | 1, 2, 3, 4 | |
| 37 41 0 | Debenture loans | 1, 2, 3, 4 | |
| 37 42 0 | Amounts owed to credit institutions | 1, 2, 3, 4 | |
| Characteristics B | Characteristics in Annex 5 Section 4 paragraph 4 | ||
| First reference year | 2000 | ||
| 32 13 2 | Gross payments in respect of claims incurred in the current accounting year | 2, 4, 6 | |
| 32 16 1 | Other technical income, net amount | 1, 2, 4, 5, 6 | |
| 32 16 2 | Net changes in other technical provisions, not shown under other headings | 1, 2, 4, 5, 6 | |
| 32 16 3 | Bonuses and rebates, net amount | 1, 2, 4, 5, 6 | |
| 32 16 4 | Other technical charges, net amount | 1, 2, 4, 5, 6 | |
| 36 11 2 | Land and buildings (current value) | 1, 2, 3, 4 | |
| 36 12 3 | Investments in affiliated enterprises and participating interests (current value) | 1, 2, 3, 4 | |
| 36 13 8 | Other financial investments (current value) | 1, 2, 3, 4 | |
| 36 21 0 | Investments for the benefit of life-assurance policyholders who bear the investment risk — land and buildings | 1, 3 | |
| 36 22 0 | Investments for the benefit of life-assurance policyholders who bear the investment risk — other financial investments | 1, 3 | |
| Type of enterprise or insurance activity | 1. Life insurance enterprises 2. Non-life insurance enterprises 3. Composite insurance enterprises 4. Specialist reinsurance enterprises 5. Life insurance business of composite insurance enterprises 6. Non-life insurance business of composite insurance enterprises (including business accepted) |
Annual enterprise statistics broken down by legal status listed in Annex 5 Section 4 paragraphs 3 and 4 of Council Regulation (EC, Euratom) No 58/97 concerning structural business statistics
| Type of enterprise or insurance activity | |||
|---|---|---|---|
| Series name | Annual enterprise statistics broken down by legal status | ||
| Frequency | Annual | ||
| Activity coverage | All activities within the scope of NACE Rev.1 division 66 except for class 66.02 | ||
| Characteristics A | Characteristics in Annex 5 Section 4 paragraph 3 | ||
| First reference year | 1996 | ||
| 11 11 1 | Number of enterprises broken down by legal status | 1, 2, 3, 4 | |
| 32 11 4 | Gross premiums written broken down by legal status | 1, 2, 4, 5, 6 | |
| Characteristics B | Characteristics in Annex 5 Section 4 paragraph 4 | ||
| First reference year | 2000 | ||
| 37 10 1 | Total capital and reserves, broken down by legal status | 1, 2, 3, 4 | |
| Type of enterprise for insurance activity | 1. Life insurance enterprises 2. Non-life insurance enterprises 3. Composite insurance enterprises 4. Specialist reinsurance enterprises 5. Life insurance business of composite insurance enterprises 6. Non-life insurance business of composite insurance enterprises (including business accepted) | ||
| Breakdown by legal status | 1. Incorporated enterprises limited by shares 2. Mutual enterprises 3. Branches of insurance enterprises with head office in non-EEA Member States 4. Others |
Annual enterprise statistics broken down according to the country of residence of the parent enterprise listed in Annex 5 Section 4 paragraph 3 of Council Regulation (EC, Euratom) No 58/97 concerning structural business statistics
| Type of enterprise or insurance activity | |||
|---|---|---|---|
| Series name | Annual enterprise statistics broken down according to the country of residence of the parent enterprise | ||
| Frequency | Annual | ||
| Activity coverage | All activities with the scope of NACE Rev.1 division 66 except for class 66.02 | ||
| Characteristics A | Characteristics in Annex 5 Section 4 paragraph 3 | ||
| First reference year | 1996 | ||
| 11 11 5 | Number of enterprises broken down by country of residence of the parent enterprise | 1, 2, 3, 4 | |
| 32 11 5 | Gross direct premiums written broken down according to the country of residence of the parent enterprise | 1, 2, 5, 6 | |
| 32 11 6 | Gross reinsurance premiums accepted, written premiums broken down according to the country of residence of the parent enterprise | 1, 2, 4, 6 | |
| 32 18 2 | Reinsurers share of gross premiums written broken down according to the country of residence of the parent enterprise | 1, 2, 4, 5, 6 | |
| Type of enterprise or insurance activity | 1. Life insurance enterprises 2. Non-life insurance enterprises 3. Composite insurance enterprises 4. Specialist reinsurance enterprises 5. Life insurance business of composite insurance enterprises 6. Non-life insurance business of composite insurance enterprises (including business accepted) | ||
| Breakdown by country of residence of the parent enterprises | 1. Parent enterprise situated in the home Member State 2. Parent enterprise situated in other countries |
Annual enterprise statistics broken down by size class listed in Annex 5 Section 4 paragraph 3 of Council Regulation (EC, Euratom) No 58/97 concerning structural business statistics
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