public Offshore

Bermuda

Bermuda is a global authority in the captive market, reaching full Solvency II equivalence in 2016 following oversight by the Bermuda Monetary Authority (BMA). Captives benefit from a robust market that provides open-market underwriting capacity not easily found elsewhere. As a reciprocal jurisdiction under the NAIC, Bermuda-based insurers can operate in the US without additional capital requirements.

Quick Facts

Jurisdiction
Offshore
Legislation
BMA Risk-Based Framework
Tax Environment
Tax-competitive environment
Contact
Marianne Suschak-Matvey
msmatvey@bma.bm
Financial Requirements

Minimum Capital & Surplus

Structure Type Minimum Capital
Class 1 / Class A $120,000 floor
Class 2 / Class B $250,000 floor
Class 3 $1,000,000 floor
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Regulatory Framework

BMA Risk-Based Framework

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Tax Environment

Tax-competitive environment

Detailed Profile

Regulatory & Statistical Profile

bar_chart Captive Market Volume

Reporting Year 2025
Total Active Captives 610
New Captives Licensed 9
Surrendered Licenses 31

pie_chart Structure Distribution

Pure / Single Parent 406
Group / Association 57
Sponsored / Cell Captives 51
Individual Segregated Cells 2000 (estimated) as of 2024
Other Allowed Types 96

checklist Authorized Captive Structures

Single parent captivesAssociation captivesGroup captivesProtected cell/segregated portfolio companiesSpecial purpose captivesSpecial purpose financial captives

payments Fees & Solvency Compliance

Year Legislation Passed
1978
Licensing Speed
2-4 weeks
Premium Tax Rate
None.
Incorporation / Initial Fee
Class 1: $2,250; Class 2: $4,375; Class 3: $17,800 minimum - based on GWP
Annual Maintenance Fee
Class 1: $2,250; Class 2: $4,375; Class 3: $17,800 minimum - based on GWP
Annual Filing Requirements
Meeting required anywhere offshore.

gavel Regulatory Contact Office

Supervisory Authority
Bermuda Monetary Authority
https://www.bma.bm open_in_new
Office Address
43 Victoria St., Hamilton, HM 12
Regulatory Department Staff
10-15 FTEs
Captive Administrator
Marianne Suschak-Matvey
msmatvey@bma.bm
Phone: 441-295-5278
Fax: 441-292-7471

Considering Bermuda for Your Captive?

Our consultants provide end-to-end guidance on domicile selection, feasibility, and formation. Let us help you determine if Bermuda is the right fit.

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