D'Takaful Sifu Rounds 2014 : Mergers and Acquisitions (M&A) In The Takaful Sector

Level 1, Forum Room, Sasana Kijang, BNM Kuala Lumpur

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Synopsis

Mergers and acquisitions (M&A) remain among the top agenda of Takaful companies today. It is expected to see more active M&A activities in the next few years, attributable to the current rapid growth in the sector as well as recent new regulatory framework particularly the Islamic Financial Services Act (IFSA) 2013. Whilst, M&As would lead to a stronger capital base and competencies of the new entities besides lowering the operational cost, there have been several failures recorded in the past.

D'Takaful SIFU stands for Distinguished Takaful Senior Industry Faculty. IBFIM has outlined a series of engagement with the SIFUs in what we believe focal to the development of Takaful industry locally and globally. The session will be conducted by knowledgeable talent who holds invaluable experience and knowledge that need to be tapped to enrich that body of knowledge in Takaful.

Our SIFU will thoughtfully discuss the M&A trends in the global as well as domestic Takaful market, the regulatory changes in Takaful sector, the strategic drivers, M&A activity and its key success factors. It will also examine the role of actuary in M&A, the technical aspects of M&A i.e. the valuation methodologies and its processes, the preparation of actuarial report and latest view on challenges in the M&A for Takaful sector moving forward.

Invited Speakers

  • Brandon Bruce
    Partner, Financial Services Assurance,
    E & Y Malaysia
  • Zainal Abidin Mohd Kassim
    Senior Partner,
    Actuarial Partners

Topics

  • M&A Market Overview
  • Overview of M&A trends in Malaysia
  • Regulatory changes in Takaful industry
  • What are the strategic drivers
  • Merger and acquisition activity
  • Current and potential Takaful market
  • Challenges on the way forward
  • Pre-requisites for a successful Takaful industry
  • Maximising Shareholder Values from M & A
  • Achieving clarity in decision making
  • Role of the Actuary in M&A
  • Overview of valuation methodologies and process - Actuarial Appraisal Models
  • Preparation of Actuarial report for M&A
  • Challenges for the Actuary in M&A process
  • Great SIFU's Panel Discussion - M & A Synergy
  • Shariah due diligence for M&A
  • IFSA 2013 post requirements
  • Overcoming key challenges in M&A activities
  • Lowering RBCT through M&A; is it possible?
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