International General Insurance Holdings Ltd.
Annual Report 2011

Plain-text annual report

Contents About IGIH Board of Directors Letter from the Board of Directors Financial Statements IGI Offices 2 4 6 8 48 About IGIH International General Insurance Holdings Limited (IGIH) is registered in the Dubai International Financial Centre with operations in Bermuda (IGI Bermuda), the United Kingdom, Jordan and Malaysia. IGI Bermuda is a class 3B (Re)insurer regulated by the Bermuda Monetary Authority and is rated A-(“Excellent”) by A.M. Best Company Inc. This subsidiary is the principal underwriting entity for the Group with the Jordan office providing all management, underwriting and operational functions. The Group also has subsidiary companies in the United Kingdom, Dubai and in Labuan, Malaysia registered as a first tier reinsurer. IGI Group (companies) underwrite a worldwide portfolio of energy, property, marine, construction and engineering, financial institutions, general aviation, casualty, ports & terminals and non-proportional reinsurance treaty business with the main geographical focus on the Afro- Asian markets. IGIH has assets of more than US$ 564 million as at 31st December, 2011. 4 International General Insurance Holdings Limited | Board of dIrectors International General Insurance Holdings Limited | Board of dIrectors 5 Board of directors Mr. Mohammed abu Ghazaleh Chairman (Chairman and CEO, Fresh Del Monte Produce Inc. – Miami) Mr. Wasef Jabsheh CEO & Vice Chairman Mr. Khalifa al Mulhem Director (Chairman, National Polypropylene Company Limited – Saudi Arabia) Mr. Hani tarazi Director (Saba IP & Co. – Dubai, UAE) Mr. Khaled sifri Director (CEO, Arab Emirates Investment Bank – Dubai, UAE) Mr. Hani Jabsheh Director (CEO, Al Bawaba.com) al sayyida rawan al said MD and Group CE of ONIC Holding 6 International General Insurance Holdings Limited | Letter froM tHe Board of dIrectors International General Insurance Holdings Limited | Letter froM tHe Board of dIrectors 7 Letter from the Board of Directors The close of 2011 marks our tenth anniversary and yet another successful year. 2011 proved to be a very difficult year for all insurers due to the excess capacity in the market and the unprecedented level of natural catastrophe losses arising mainly from the earthquakes in New Zealand and Japan as well as the floods in Thailand. Their impact on the global economy is estimated at $350 billion whilst the impact on the insurance industry is estimated to be at $116 billion, up 142% from the previous year, proving to be the second worst year with respect to catastrophe losses. Although IGIH was impacted by these major catastrophes, incurred losses were well within our comfort zone and risk tolerance. Despite a challenging 2011, IGIH was able to achieve a very healthy combined ratio and record net profits. This is a testament to IGIH’s sound management, strict and selective underwriting policies, rigorous exposure management and market vision. Since inception, IGIH has grown materially from its historical core of energy, property and engineering underwriting, with a compound annual growth rate of 36.92% on gross premiums from 2002 to 2011. On the geopolitical front, 2011 was the year of the Arab Spring, which has led to revolts in several countries in the Middle East and North Africa (MENA). We are continually monitoring the geopolitical risks associated with our operations in the region, but we also believe that IGIH is in a very strong position to take advantage of all the new investments being carried out by Governments and Sovereign Wealth Funds in the MENA region. These investments mainly consist of new infrastructure construction, energy and industrial projects which fit perfectly within IGIH’s insurance portfolio. 2011 was also a noteworthy year for IGIH in respect of development and expansion. Among the major accomplishments during the year were: • International General Insurance Co. (UK) Limited (IGI UK) commenced operations on July 1st, 2011. IGI UK is now writing Financial Institutions, Marine, EAR/CAR and Ports and Terminals business. • IGIH has created its own internal capital model using a leading global vendor. This is a march forward towards structured and efficient risk management of business processes and capital deployment using various scientific and statistical tools. • As part of our continued drive to diversify our insurance portfolio, IGI UK hired a specialist team of underwriters at the end of 2011 to write a Ports and Terminals account, IGIH’s newest class of business. This line of business is complementary to our marine book and gives IGIH further diversification of its insurance portfolio. Turning to our financials, we are proud to present our commendable earnings. We have once again exceeded our net profit targets scoring good operational indices all through with an enviable combined ratio at the end. Our results are proof of our continued risk management and unwavering risk controls enabling us to adjust our insurance portfolio according to market conditions. This dynamic management style is the essence of our business model and can be witnessed over the past several years with the elimination of Gulf of Mexico catastrophe exposures, reorganization of our marine book and the recent expansion into the Far East and New Zealand, an area where we drastically reduced our exposures several years ago. We are confident that with our continued expansion plans and the expected economic recovery, our Group will be able to achieve its target growth rates and expected profit for the coming years. Highlights for the year 2011 included the following: • Gross written premium in 2011 was US$ 202.8 million, an increase of 13.11 % compared to US$ 179.3 million for 2010. • Underwriting profit grew to US$ 33.6 million for 2011, an increase of 50 % from US$ 22.4 million in 2010. • Investment income for the year stood at US$ 8.4 million, a decrease of 15.15 % compared to US$ 9.9 million for 2010. • The combined ratio for 2011 was 88 % compared to 93 % for 2010. • Net Profit amounted to US$ 23.2 million for 2011 against US$ 17.2 million for 2010, an increase of 35% • Total assets were US$ 564.1 million at the end of 2011, an increase of 7.1 % compared to US$ 488.9 million as of 31st December, 2010. • Shareholders’ equity rose to US$ 205.4 million at the end of 2011, up 9.37 % compared to US$ 187.8 million as of 31st December, 2010. We would like to thank all our clients and producers for their continued support throughout 2011. We would also like to thank all our employees for their significant effort and contribution this year. We look forward to working together in 2012 to fulfill the visions and ambitions of the Company and to further promote our position as the lead underwriting operation in the region. 8 International General Insurance Holdings Limited | fInancIaL stateMents audItors’ report 9 P.O. Box 9267 28th Floor - Al Attar Business Tower Sheikh Zayed Road Duabi, United Arab Emirates Tel: +971 4 332 4000 Fax:+971 4 332 4004 dubai.uae@ae.ey.com www.ey.com/me Independent audItors’ report to tHe sHareHoLders of InternatIonaL GeneraL Insurance HoLdInGs LIMIted We have audited the accompanying consolidated financial statements of International General Insurance Company Holdings Limited (“the Company”) and its subsidiaries (together “the Group”), which comprise the consolidated statement of financial position as at 31 December 2011 and the consolidated statements of income, comprehensive income, changes in equity and cash flows for the year then ended, and a summary of significant accounting policies and other explanatory information. Management’s responsibility for the consolidated financial statements Management is responsible for the preparation and fair presentation of these consolidated financial statements in accordance with International Financial Reporting Standards and the applicable provisions of the Companies Law pursuant to DIFC Law No. 2 of 2009, and for such internal control as management determines is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error. auditors’ responsibility Our responsibility is to express an opinion on these financial statements based on our audit. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the Company and the shareholders of the Company as a body, for our audit work, for this report, or for the opinions we have formed. We conducted our audit in accordance with International Standards on Auditing. Those standards require that we comply with ethical requirements and plan and perform the audit to obtain reasonable assurance whether the financial statements are free from material misstatement. An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditors’ judgement, including the assessment of the risks of material misstatement of the consolidated financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the entity’s preparation and fair presentation of the consolidated financial statements in order to design audit procedures that are appropriate for the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entity’s internal control. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of accounting estimates made by the management, as well as evaluating the overall presentation of the consolidated financial statements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinion. opinion In our opinion, the consolidated financial statements present fairly, in all material respects, the financial position of the Group as of 31 December 2011 and its financial performance and its cash flows for the year then ended, in accordance with International Financial Reporting Standards. report on other legal and regulatory requirements We also confirm that, in our opinion, the consolidated financial statements include, in all material respects, the applicable requirements of the Companies Law pursuant to DIFC Law No. 2 of 2009. We have obtained all the information and explanations which we required for the purpose of our audit. To the best of our knowledge and belief, no violations of the companies law pursuant to Law No. 2 of 2009 have occurred during the year which would have had a material effect on the business of the Company or on its financial position. March 2012 dubai, united arab emirates 10 International General Insurance Holdings Limited Financial Results 11 12 International General Insurance Holdings Limited | fInancIaL stateMents consoLIdated stateMent of fInancIaL posItIon AT 31 DeceMBer 2011 13 assets Premises and equipment Intangible assets Investment in associated companies Investment property Investments Deferred policy acquisition costs Insurance receivables Trade receivables Other assets Reinsurance assets Cash and bank balances totaL assets eQuItY and LIaBILItIes equity Issued share capital Foreign currency translation reserve Cumulative changes in fair values Retained earnings Total equity Liabilities Insurance contract liabilities Other liabilities Insurance payable Unearned commissions total liabilities totaL eQuItY and LIaBILItIes Notes 2011 USD 2010 USD 3 4 5 6 7 8 9 10 11 13 14 3,191,687 210,238 11,702,917 29,163,154 3,735,073 298,990 11,280,888 28,996,126 134,452,231 154,998,453 29,451,946 100,627,596 236,294 2,670,664 94,332,057 158,083,737 564,122,521 25,730,470 85,985,756 1,037,660 5,897,073 69,151,824 101,689,289 488,801,602 15 143,375,678 143,375,678 (286,652) 5,326,279 (269,090) 6,576,750 57,018,481 38,097,808 205,433,786 187,781,146 12 17 18 19 308,536,375 259,462,447 2,885,594 38,052,375 9,214,391 358,688,735 564,122,521 2,698,012 31,083,276 7,776,721 301,020,456 488,801,602 The consolidated financial statements were authorised for issue in accordance with a resolution of the Board of Directors on 23rd March 2012. 14 International General Insurance Holdings Limited | fInancIaL stateMents consoLIdated stateMent of IncoMe AT 31 DeceMBer 2011 Gross written premiums Change in unearned premiums Gross earned premiums Notes 12 (a) 2011 USD 202,786,867 (17,544,900) 12 (a) 185,241,967 2010 USD 179,333,354 (20,164,075) 159,169,279 Reinsurers’ share of insurance premiums 12 (a) (69,745,208) (68,012,218) Reinsurers’ share of change in unearned premiums 3,779,284 6,545,283 reinsurers’ share of gross earned premiums 12 (a) (65,965,924) (61,466,935) net premiums earned claims Reinsurers’ share of claims Commissions earned Policy acquisition costs net underwriting result Investment income Share of profit from associated companies Gain on sale of premises and equipment Recovery of bad debts written off General and administrative expenses Provision for doubtful debts (Loss) / gain on exchange Goodwill impaired profit before tax Tax credit on subsidiary losses profIt for tHe Year profit for the year other comprehensive income Fair value changes during the year Currency translation differences other comprehensive income for the year total comprehensive income for the year 12 (b) 12 (b) 19 8 20 5 4 119,276,043 97,702,344 (110,425,705) (94,168,856) 44,590,694 15,782,822 37,614,741 13,268,394 (35,586,760) (32,024,216) 33,637,094 22,392,407 7,996,668 552,864 8,206 788,537 9,510,260 575,159 - - (18,792,325) (15,079,396) (900,000) (187,633) - - 84,562 (287,486) 23,103,411 17,195,506 118,532 - 23,221,943 17,195,506 2011 USD 2010 USD 23,221,943 17,195,506 (1,250,471) (17,562) (1,268,033) 21,953,910 2,187,042 (61,040) 2,126,002 19,321,508 International General Insurance Holdings Limited | fInancIaL stateMents consoLIdated stateMent of casH fLoWs AT 31 DeceMBer 2011 15 Notes 2011 USD 2010 USD 23,103,411 17,195,506 operatInG actIVItIes Profit before tax adjustments for: Depreciation and amortisation Gain on sale of available-for-sale investments Provision for doubtful debts Impairment of available-for-sale investments Gain on sale of premises and equipment Loss on revaluation of held for trading investments Dividends and interest income Share of profit from associated companies Reinsurance assets Insurance contract liabilities Deferred policy acquisition costs Insurance receivables Trade receivables Other assets Unearned commission Held for trading investments Other liabilities Net cash from operating activities InVestInG actIVItIes Purchase of premises and equipment Proceeds from sale of premises equipment Purchase of intangible assets Purchase of available-for-sale investments Proceeds from sale of available-for-sale investments Purchase of held to maturity investments Purchase of investment property Dividends received from associated companies Time deposits maturing – long term Dividends and interest income Net cash from (used in) investing activities fInancInG actIVItIes Dividends paid Net cash used in financing activities net cHanGe In casH and casH eQuIVaLents Cash and cash equivalents at the beginning of the year 3,4 20 20 20 20 5 3 4 5 16 856,714 (170,757) 900,000 537,220 (8,206) 153,532 (7,612,185) (552,864) 17,206,865 (25,180,233) 49,073,928 (3,721,476) (8,590,303) 801,366 3,344,941 1,437,670 - 187,582 1,071,959 (1,463,230) - 1,280,060 - 42,060 (8,579,242) (575,159) 8,971,954 (5,497,749) 24,241,673 (5,727,220) (2,707,296) (1,037,660) (3,709,482) 1,121,221 109,231 1,387,166 34,560,340 17,151,838 (216,909) (706,468) 8,206 (7,667) - (203,811) (17,578,443) (44,384,574) 36,354,199 - (167,028) 130,835 1,760,394 7,612,185 18,261,329 (3,000,000) (323,337) 327,000 (5,505,342) 8,579,242 27,895,772 (26,955,961) (4,301,270) (4,301,270) 58,154,842 94,484,735 (2,867,514) (2,867,514) (12,671,637) 107,156,372 94,484,735 casH and casH eQuIVaLents at tHe end of tHe Year 14 152,639,577 16 International General Insurance Holdings Limited | fInancIaL stateMents consoLIdated stateMent of cHanGe In eQuItY AT 31 DeceMBer 2011 Issued share capital USD Foreign currency translation reserve Cumulative change in fair value of investments Retained earnings USD USD USD Total USD at 1 January 2011 Profit for the year Other comprehensive income Total comprehensive income Dividends paid during the year (note 16) 143,375,678 (269,090) 6,576,750 38,097,808 187,781,146 - - - - - - 23,221,943 23,221,943 (17,562) (1,250,471) - (1,268,033) (17,562) (1,250,471) 23,221,943 21,953,910 - - (4,301,270) (4,301,270) at 31 december 2011 143,375,678 (286,652) 5,326,279 57,018,481 205,433,786 at 1 January 2010 Profit for the year Other comprehensive income Total comprehensive income Dividends paid during the year (note 16) 143,375,678 (208,050) 4,389,708 23,769,816 171,327,152 - - - - - (61,040) (61,040) - - 17,195,506 17,195,506 2,187,042 - 2,126,002 2,187,042 17,195,506 19,321,508 - (2,867,514) (2,867,514) at 31 december 2010 143,375,678 (269,090) 6,576,750 38,097,808 187,781,146 International General Insurance Holdings Limited | fInancIaL stateMents notes to tHe consoLIdated fInancIaL stateMents AT 31 DeceMBer 2011 17 1. actIVItIes International General Insurance Holdings Limited (“the Company”) is incorporated as a company limited by shares under the Companies Law, DIFC Law No. 2 of 2004 on 7 May 2006 and is engaged in the business of re-insurance and insurance. The Company’s registered office is at unit 1, Gate Village 01, P. O. Box 506646, International Financial Centre, Dubai. The Company and its subsidiaries (together “the Group”) operate in the United Arab Emirates, Bermuda, United Kingdom, Jordan and Malaysia. 2. BasIs of preparatIon The consolidated financial statements have been prepared in accordance with International Financial Reporting Standards (IFRS). The consolidated financial statements have been presented in United States Dollars “USD” which is the Group’s functional currency. The consolidated financial statements are prepared under the historical cost convention modified to include the measurement at fair value of financial assets available-for-sale, financial assets held for trading and investment properties. Basis of consolidation The financial statements of the subsidiaries are prepared for the same reporting year as the Group, using consistent accounting policies. Subsidiaries are fully consolidated from the date of acquisition, being the date on which the Group obtains control, and continue to be consolidated until the date that such control ceases. All intra-group balances, transactions, income and expenses and profits and losses, including dividends resulting from intra-group transactions, are eliminated in full. The Group has the following subsidiaries: Country of incorporation Activity International General Insurance company Limited Bermuda reinsurance and insurance International General Insurance underwriting Jordan underwriting agency north star underwriting Limited specialty Malls Investment co. united Kingdom underwriting agency Jordan real estate properties development and lease Ownership 2011 2010 100% 100% 100% 100% 100% 100% 100% 100% changes in accounting policies The accounting policies adopted in the preparation of the consolidated financial statements are consistent with those of the previous financial year, except for the following new and amended IFRS and IFRIC interpretations effective as of 1 January 2011: Ias 24 related party disclosures (amendment) The IASB issued an amendment to IAS 24 that clarifies the definitions of a related party. The new definitions emphasis a symmetrical view of related party relationships and clarifies the circumstances in which persons and key management personnel affect related party relationships of an entity. In addition, the amendment introduces an exemption from the general related party disclosure requirements for transactions with government and entities that are controlled, jointly controlled or significantly influenced by the same government as the reporting entity. The adoption of the amendment did not have any impact on the financial position or performance of the Group. 18 International General Insurance Holdings Limited | fInancIaL stateMents notes to tHe consoLIdated fInancIaL stateMents AT 31 DeceMBer 2011 2. BasIs of preparatIon (continued) changes in accounting policies (continued) Ias 32 financial Instruments: presentation – classification of rights Issues (amendment) The IASB issued an amendment that alters the definition of a financial liability in IAS 32 to enable entities to classify rights issues and certain options or warrants as equity instruments. The amendment is applicable if the rights are given pro rata to all of the existing owners of the same class of an entity’s non-derivative equity instruments, to acquire a fixed number of the entity’s own equity instruments for a fixed amount in any currency. The amendment has had no effect on the financial position or performance of the Group because the Group does not have these type of instruments. IfrIc 13 customer Loyalty programmes (determining the fair value of award credits) The amendment to the interpretation had no effect on the financial position or performance of the Group. IfrIc 14 prepayments of a minimum funding requirement (amendment) The amendment to the interpretation had no effect on the financial position or performance of the Group. IfrIc 19 extinguishing financial Liabilities with equity Instruments The adoption of this interpretation did not have any impact on the financial position or performance of the Group. standards issued but not yet effective Standards issued but not yet effective up to the date of issuance of the Group’s financial statements are listed below. This listing of standards and interpretations issued are those that the Group reasonably expects to have an impact on disclosures, financial position or performance when applied at a future date. The Group intends to adopt these standards when they become effective. IAS 1 Financial Statement Presentation – Presentation of Items of Other comprehensive Income The amendments to IAS 1 change the grouping of items presented in OCI. Items that could be reclassified (or ‘recycled’) to profit or loss at a future point in time (for example, upon derecognition or settlement) would be presented separately from items that will never be reclassified. The amendment affects presentation only and has no impact on the Group’s financial position or performance. The amendment becomes effective for annual periods beginning on or after 1 July 2012. IAS 12 Income Taxes – recovery of Underlying Assets The amendment clarified the determination of deferred tax on investment property measured at fair value. The amendment introduces a rebuttable presumption that deferred tax on investment property measured using the fair value model in IAS 40 should be determined on the basis that its carrying amount will be recovered through sale. Furthermore, it introduces the requirement that deferred tax on non-depreciable assets that are measured using the revaluation model in IAS 16 always be measured on a sale basis of the asset. The amendment becomes effective for annual periods beginning on or after 1 January 2012. IAS 27 Separate Financial Statements (as revised in 2011) As a consequence of the new IFRS 10 and IFRS 12, what remains of IAS 27 is limited to accounting for subsidiaries, jointly controlled entities, and associates in separate financial statements. The Group does not present separate financial statements. The amendment becomes effective for annual periods beginning on or after 1 January 2013. IAS 28 Investments in Associates and Joint Ventures (as revised in 2011) As a consequence of the new IFRS 11 and IFRS 12. IAS 28 has been renamed IAS 28 Investments in Associates and Joint Ventures, and describes the application of the equity method to investments in joint ventures in addition to associates. The amendment becomes effective for annual periods beginning on or after 1 January 2013. IFrS 7 Financial Instruments: Disclosures — enhanced Derecognition Disclosure requirements The amendment requires additional disclosure about financial assets that have been transferred but not derecognised to enable the user of the Group’s financial statements to understand the relationship with those assets that have not been derecognised and their associated liabilities. In addition, the amendment requires disclosures about continuing involvement in derecognised assets to enable the user to evaluate the nature of, and risks associated with, the entity’s continuing involvement in those derecognised assets. The amendment becomes effective for annual periods beginning on or after 1 July 2011. The amendment affects disclosure only and has no impact on the Group’s financial position or performance. IFrS 9 Financial Instruments: classification and Measurement IFRS 9 as issued reflects the first phase of the IASBs work on the replacement of IAS 39 and applies to classification and measurement of financial assets and financial liabilities as defined in IAS 39. The standard is effective for annual periods beginning on or after 1 January 2015. In subsequent phases, the IASB will address hedge accounting and impairment of financial assets. The completion of this project is expected over the course of 2012. The adoption of the first phase of IFRS 9 will have an effect on the classification and measurement of the Group’s financial instruments. International General Insurance Holdings Limited | fInancIaL stateMents notes to tHe consoLIdated fInancIaL stateMents AT 31 DeceMBer 2011 19 2. BasIs of preparatIon (continued) standards issued but not yet effective (continued) IFrS 10 consolidated Financial Statements IFRS 10 replaces the portion of IAS 27 Consolidated and Separate Financial Statements that addresses the accounting for consolidated financial statements. It also includes the issues raised in SIC-12 Consolidation — Special Purpose Entities. IFRS 10 establishes a single control model that applies to all entities including special purpose entities. The changes introduced by IFRS 10 will require management to exercise significant judgement to determine which entities are controlled, and therefore, are required to be consolidated by a parent, compared with the requirements that were in IAS 27. This standard becomes effective for annual periods beginning on or after 1 January 2013. IFrS 12 Disclosure of Involvement with Other entities IFRS 12 includes all of the disclosures that were previously in IAS 27 related to consolidated financial statements, as well as all of the disclosures that were previously included in IAS 31 and IAS 28. These disclosures relate to an entity’s interests in subsidiaries, joint arrangements, associates and structured entities. A number of new disclosures are also required. This standard becomes effective for annual periods beginning on or after 1 January 2013. IFrS 13 Fair Value Measurement IFRS 13 establishes a single source of guidance under IFRS for all fair value measurements. IFRS 13 does not change when an entity is required to use fair value, but rather provides guidance on how to measure fair value under IFRS when fair value is required or permitted. The Group is currently assessing the impact that this standard will have on the financial position and performance. This standard becomes effective for annual periods beginning on or after 1 January 2013. summary of significant accounting policies revenue recognition Gross premiums Gross general insurance written premiums comprise the total premiums receivable for the whole period of cover provided by contracts entered into during the accounting period. They are recognised on the date on which the policy commences. Premiums include any adjustments arising in the accounting period for premiums receivable in respect of business written in prior accounting periods. Rebates that form part of the premium rate, such as no-claim rebates, are deducted from the gross premium; others are recognised as an expense. Premiums collected by intermediaries, but not yet received, are assessed based on estimates from underwriting or past experience and are included in premiums written. Unearned premiums are those proportions of premiums written in a year that relate to periods of risk after the reporting date. Unearned premiums are calculated on a pro rata basis. The proportion attributable to subsequent periods is deferred as a provision for unearned premiums. reinsurance premiums Gross general reinsurance premiums comprise the total premiums payable for the whole cover provided by contracts entered into the period and are recognised on the date on which the policy incepts. Premiums include any adjustments arising in the accounting period in respect of reinsurance contracts incepting in prior accounting periods. Unearned reinsurance premiums are those proportions of premiums written in a year that relate to periods of risk after the reporting date. Unearned reinsurance premiums are deferred over the term of the underlying direct insurance policies for risks-attaching contracts and over the term of the reinsurance contract for losses occurring contracts. commission income Insurance and investment contract policyholders are charged for policy administration services, investment management services, surrenders and other contract fees. These fees are recognised as revenue over the period in which the related services are performed. If the fees are for services provided in future periods, then they are deferred and recognised over those future periods. claims Claims, comprising amounts payable to contract holders and third parties and related loss adjustment expenses, net of salvage and other recoveries, are charged to income as incurred. Claims comprise the estimated amounts payable, in respect of claims reported to the Group and those not reported at the consolidated statement of financial position date. The Group generally estimates its claims based on appointed loss adjusters or leading underwriters’ recommendations. In addition a provision based on management’s judgement and the Group’s prior experience is maintained for the cost of settling claims incurred but not reported at the consolidated statement of financial position date. 20 International General Insurance Holdings Limited | fInancIaL stateMents notes to tHe consoLIdated fInancIaL stateMents AT 31 DeceMBer 2011 2. BasIs of preparatIon (continued) summary of significant accounting policies (continued) Policy acquisition costs Policy acquisition costs represent commissions paid to intermediaries and other direct costs incurred in relation to the acquisition and renewal of insurance contracts which are deferred and expense over the terms of the insurance contracts to which they relate as premiums are earned. Liability adequacy test At each statement of financial position date the Group assesses whether its recognised insurance liabilities are adequate using current estimates of future cash flows under its insurance contracts. If that assessment shows that the carrying amount of its unearned premiums (less related deferred policy acquisition costs) is inadequate in the light of estimated future cash flows, the entire deficiency is immediately recognised in income and an unexpired risk provision created. The Group does not discount its liability for unpaid claims as substantially all claims are expected be paid within one year of the statement of financial position date. reinsurance The Group cedes insurance risk in the normal course of business for all of its businesses. Reinsurance assets represent balances due from reinsurance companies. Amounts recoverable from reinsurers are estimated in a manner consistent with the outstanding claims provision or settled claims associated with the reinsurer’s policies and are in accordance with the related reinsurance contract. Reinsurance assets are reviewed for impairment at each reporting date, or more frequently, when an indication of impairment arises during the reporting year. Impairment occurs when there is objective evidence as a result of an event that occurred after initial recognition of the reinsurance asset that the Group may not receive all outstanding amounts due under the terms of the contract and the event has a reliably measurable impact on the amounts that the Group will receive from the reinsurer. The impairment loss is recorded in the consolidated statement of income. Gains or losses on buying reinsurance are recognised in the consolidated statement of income immediately at the date of purchase and are not amortised. Ceded reinsurance arrangements do not relieve the Group from its obligations to policyholders. The Group also assumes reinsurance risk in the normal course of business for life insurance and non-life insurance contracts where applicable. Premiums and claims on assumed reinsurance are recognised as revenue or expenses in the same manner as they would be if the reinsurance were considered direct business, taking into account the product classification of the reinsured business. Reinsurance liabilities represent balances due to reinsurance companies. Amounts payable are estimated in a manner consistent with the related reinsurance contract. Premiums and claims are presented on a gross basis for both ceded and assumed reinsurance. Reinsurance assets or liabilities are derecognised when the contractual rights are extinguished or expire or when the contract is transferred to another party. Reinsurance contracts that do not transfer significant insurance risk are accounted for directly through the statement of financial position. These are deposit assets or financial liabilities that are recognised based on the consideration paid or received less any explicit identified premiums or fees to be retained by the reinsured. Investment income on these contracts is accounted for using the effective interest rate method when accrued. Interest revenue Interest revenue included in investment income is recognised as the interest accrues using the effective interest method, under which the rate used exactly discounts estimated future cash receipts through the expected life of the financial asset to the net carrying amount of the financial asset. Dividend revenue Dividend revenue included in investment income is recognised when right to receive the payment is established. International General Insurance Holdings Limited | fInancIaL stateMents notes to tHe consoLIdated fInancIaL stateMents AT 31 DeceMBer 2011 21 2. BasIs of preparatIon (continued) summary of significant accounting policies (continued) Premises and equipment Premises and equipment is stated at cost less accumulated depreciation and any impairment in value. Depreciation is calculated on a straight-line basis over the estimated useful lives using the following are the estimated useful lives (Note3). Office buildings Office furniture Computers Equipment Leasehold improvement Vehicles Years 20 5 3 4 5 5 An item of property, plant and equipment and any significant part initially recognised is derecognised upon disposal or when no future economic benefits are expected from its use or disposal. Any gain or loss arising on derecognition of the asset (calculated as the difference between the net disposal proceeds and the carrying amount of the asset) is included in the income statement when the asset is derecognised. The assets’ residual values, useful lives and method of depreciation are reviewed and adjusted if appropriate at each financial year- end. Impairment reviews take place when events or changes in circumstances indicate that the carrying value may not be recoverable. Impairment losses are recognised in the consolidated statement of income as an expense. Intangible assets a) Goodwill Goodwill acquired in a business combination is initially measured at cost being the excess of the cost of the business combination over the Group’s interest in the net fair value of the identifiable assets, liabilities and contingent liabilities acquired. Goodwill arising from the investment in subsidiaries is separately shown under intangible assets, while that arising from the investment in associates is shown as part of investment in associates and subsequently adjusted for any impairment losses. For the purpose of impairment testing, goodwill acquired in a business combination is from the date of acquisition allocated to each of the Group’s cash-generating units, or groups of cash-generating units. Where the recoverable amount of the cash- generating unit is less than the carrying value, an impairment loss is recognised. Following initial recognition, goodwill is measured at cost less any accumulated impairment losses. Goodwill is reviewed for impairment, annually or more frequently, if events or changes in circumstances indicate that the estimated recoverable amount of a cash-generating unit or group of cash-generating units is less than their carrying amount. Impairment losses are charged to the consolidated statement of income. b) Intangible assets Intangible assets acquired through business combinations are recorded at their fair value on that date. Other intangible assets are measured on initial recognition at cost. Intangible assets with finite lives are amortised over the useful economic lives, while intangible assets with indefinite useful lives are assessed for impairment at each reporting date or when there is an indication that the intangible asset may be impaired. Internally generated intangible assets are not capitalised and are expensed in the consolidated statement of income. Indications of impairment of intangible assets are reviewed and their useful economic lives are reassessed at each reporting date. Adjustments are reflected in the current and subsequent periods. Intangible assets include computer software and software licenses. These intangible assets are amortised on a straight line basis over their estimated economic useful lives of 5 years. 22 International General Insurance Holdings Limited | fInancIaL stateMents notes to tHe consoLIdated fInancIaL stateMents AT 31 DeceMBer 2011 2. BasIs of preparatIon (continued) summary of significant accounting policies (continued) Impairment and uncollectibility of financial assets An assessment is made at each consolidated statement of financial position date to determine whether there is objective evidence that a specific financial asset may be impaired. If such evidence exists, any impairment loss is recognised in the consolidated statement of income. Impairment is determined as follows: a) For assets carried at fair value, impairment is the difference between cost and fair value; b) For assets carried at cost, impairment is the difference between cost and the present value of future cash flows discounted at the current market rate of return for a similar financial asset; and c) For assets carried at amortised cost, impairment is based on estimated cash flows discounted at the original effective interest rates. Derecognition of financial instruments The derecognition of a financial instrument takes place when the Group no longer controls the contractual rights that comprise the financial instrument, which is normally the case when the instrument is sold, or all the cash flows attributable to the instrument are passed through to an independent third party. Investment in associated companies The Group’s investment in its associate is accounted for using the equity method of accounting. An associate is an entity in which the Group has significant influence and which is neither a subsidiary nor a joint venture. Under the equity method, the investment in the associate is carried in the statement of financial position at cost plus post-acquisition changes in the Group’s share of net assets of the associate. Goodwill relating to an associate is included in the carrying amount of the investment and is neither amortised nor individually tested for impairment. The consolidated statement of income reflects the share of the results of operations of the associate. Where there has been a change recognised directly in the equity of the associate, the Group recognises its share of any changes and discloses this, when applicable, in the consolidated statement of changes in equity. Profits or losses resulting from transactions between the Group and the associate are eliminated to the extent of the interest in the associate. The share of profit of the associate is shown on the face of the consolidated statement of income. This is profit attributable to equity holders of the associate and, therefore, is profit after tax and non-controlling interests in the subsidiaries of the associates. The financial statements of the associate are prepared for the same reporting period as the Group. Where necessary, adjustments are made to bring its accounting policies in line with the Group’s. After application of the equity method, the Group determines whether it is necessary to recognise an additional impairment loss on the Group’s investment in associates. The Group determines at each reporting date, whether there is any objective evidence that the investment in the associate is impaired. If this is the case, the Group calculates the amount of impairment as the difference between the recoverable amount of the associate and its carrying value and recognises the amount in the ‘share of profit of an associate’ in the income statement. Upon loss of significant influence over the associate, the Group measures and recognises any remaining investment at its fair value. Any difference between the carrying amount of the associate upon loss of significant influence and the fair value of the remaining investment and proceeds from disposal is recognized in profit or loss. Investment properties Investment properties are measured initially at cost, including transaction costs. The carrying amount includes the cost of replacing part of an existing investment property at the time that cost is incurred if the recognition criteria are met; and excludes the costs of day to day servicing of an investment property. Subsequent to initial recognition, investment properties are stated at fair value, which reflects market conditions at the reporting date. Gains or losses arising from changes in the fair values of investment properties are included in the consolidated statement of income in the period in which they arise. Investment properties are derecognised when either they have been disposed of or when the investment property is permanently withdrawn from use and no future economic benefit is expected from its disposal. The difference between the net disposal proceeds and the carrying amount of the asset is recognised in the consolidated statement of income in the period of derecognition. International General Insurance Holdings Limited | fInancIaL stateMents notes to tHe consoLIdated fInancIaL stateMents AT 31 DeceMBer 2011 23 2. BasIs of preparatIon (continued) summary of significant accounting policies (continued) Investment properties (continued) Transfers are made to or from investment property only when there is a change in use. For a transfer from investment property to owner occupied property, the deemed cost for subsequent accounting is the fair value at the date of change in use. If owner occupied property becomes an investment property, the Group accounts for such property in accordance with the policy stated under property, plant and equipment up to the date of change in use. Financial assets Financial assets within the scope of IAS 39 are classified as financial assets at fair value through profit or loss, held-to-maturity investments or available-for-sale financial assets. The Group determines the classification of its financial assets at initial recognition. All financial assets are recognised initially at fair value plus, in the case of investments not at fair value through profit or loss, directly attributable transaction costs. Purchases or sales of financial assets that require delivery of assets within a time frame established by regulation or convention in the marketplace (regular way trades) are recognised on the trade date, i.e., the date that the Group commits to purchase or sell the asset. The subsequent measurement of financial assets depends on their classification as follows: Insurance receivables Insurance companies and intermediaries receivables are recognised when due and measured on initial recognition at the fair value of the consideration received or receivable. Subsequent to initial recognition, insurance receivables are measured at amortised cost, using the effective interest rate method. The carrying value of insurance receivables is reviewed for impairment whenever events or circumstances indicate that the carrying amount may not be recoverable, with the impairment loss recorded in the income statement. Financial assets at fair value through profit or loss Financial assets at fair value through profit or loss includes financial assets held for trading and financial assets designated upon initial recognition at fair value through profit or loss. Financial assets are classified as held for trading if they are acquired for the purpose of selling or repurchasing in the near term. Financial assets at fair value through profit and loss are carried in the statement of financial position at fair value with changes in fair value recognised in the consolidated statement of income. The Group has not designated any financial assets upon initial recognition as at fair value through profit or loss. Held-to-maturity investments Non-derivative financial assets with fixed or determinable payments and fixed maturities are classified as held-to-maturity when the Group has the positive intention and ability to hold it to maturity. After initial measurement held-to-maturity investments are measured at amortised cost using the effective interest rate method, less impairment. Impairment losses are recognised in the consolidated statement of income. Available-for-sale financial investments Available-for-sale financial investments include equity and debt securities. Equity investments classified as available-for sale are those, which are neither classified as held for trading nor designated at fair value through profit or loss. Debt securities in this category are those which are intended to be held for an indefinite period of time and which may be sold in response to needs for liquidity or in response to changes in the market conditions. After initial measurement, available-for-sale financial investments are subsequently measured at fair value with unrealised gains or losses recognised as other comprehensive income in the available-for-sale reserve until the investment is derecognised, at which time the cumulative gain or loss is recognised in other operating income, or determined to be impaired, at which time the cumulative loss is recognised in the consolidated statement of income and removed from the available- for-sale reserve. cash and cash equivalents For the purpose of the consolidated statement of cash flows, cash and cash equivalents consist of cash in hand, bank balances, and short-term deposits with an original maturity of three months or less. Provisions Provisions are recognised when the Group has an obligation (legal or constructive) as a result of a past event, and the costs to settle the obligation are both probable and able to be reliably measured. Share based payment A phantom share option plan linked to the value of an ordinary share of the Group as approved by the Board of directors has been declared during 2011. The scheme is applicable to senior executives with more than 12 months service. The amount of bonus is determined by reference to the increase in the book value of shares covered by the option. No shares are actually issued or transferred to the option holder on the exercise of the option. The options vest equally over a span of 5 years from the grant date. The incentive amounts to the excess of book value on vesting date over grant date with an additional 20% on the excess. 24 International General Insurance Holdings Limited | fInancIaL stateMents notes to tHe consoLIdated fInancIaL stateMents AT 31 DeceMBer 2011 2. BasIs of preparatIon (continued) summary of significant accounting policies (continued) Offsetting Financial assets and financial liabilities are offset and the net amount reported in the consolidated statement of financial position only when there is a legally enforceable right to offset the recognised amounts and there is an intention to settle on a net basis, or to realise the assets and settle the liability simultaneously. Income and expense is not offset in the consolidated statement of income unless required or permitted by any accounting standard or interpretation. Foreign currencies The Group’s consolidated financial statements are presented in United States Dollars, which is also the functional currency of the Group. Each entity in the Group determines its own functional currency and items included in the financial statements of each entity are measured using that functional currency. Transactions and balances Transactions in foreign currencies are initially recorded by the Group entities at their respective functional currency rates prevailing at the date of the transaction. Monetary assets and liabilities denominated in foreign currencies are retranslated at the functional currency spot rate of exchange ruling at the reporting date. All differences are taken to the consolidated statement of income. Non-monetary items that are measured in terms of historical cost in a foreign currency are translated using the exchange rates as at the dates of the initial transactions. Non-monetary items measured at fair value in a foreign currency are translated using the exchange rates at the date when the fair value is determined. Group companies The assets and liabilities of foreign operations are translated into United States Dollars at the rate of exchange prevailing at the reporting date and their statements of income are translated at exchange rates prevailing at the date of the transactions. The exchange differences arising on the translation are recognised in consolidated statement of comprehensive income. On disposal of a foreign operation, the component of other comprehensive income relating to that particular foreign operation is recognised in the consolidated statement of income. Taxation The charge or credit for taxation is based upon the profit or loss for the year and takes into account taxation deferred because of timing differences between the treatment of certain items for taxation and accounting purposes. Deferred tax is recognised, without discounting, in respect of all timing differences between the treatment of certain items for taxation and accounting purposes, which have arisen but not reversed by the statement of financial position date. Leasing The Group has no finance lease The determination of whether an arrangement is a lease, or contains a lease, is based on the substance of the arrangement at the inception date and requires an assessment of whether the fulfilment of the arrangement is dependent on the use of a specific asset or assets and the arrangement conveys a right to use the asset, even if that right is not explicitly specified in an arrangement. Group as a lessee Finance leases that transfer to the Group substantially all of the risks and benefits incidental to ownership of the leased item, are capitalised at the commencement of the lease at the fair value of the leased property or, if lower, at the present value of the minimum lease payments. Lease payments are apportioned between finance charges and reduction of the lease liability so as to achieve a constant rate of interest on the remaining balance of the liability. Finance charges are recognised in finance cost in the income statement. Leased assets are depreciated over the useful life of the asset. However, if there is no reasonable certainty that the Group will obtain ownership by the end of the lease term, the asset is depreciated over the shorter of the estimated useful life of the asset and the lease term. Leases that do not transfer to the Group substantially all the risks and benefits incidental to ownership of the leased items are operating leases. Operating lease payments are recognised as an expense in the income statement on a straight line basis over the lease term. Contingent rentals are recognised as an expense in the period in which they are incurred. Group as a lessor Leases in which the Group does not transfer substantially all of the risks and benefits of ownership of the asset are classified as operating leases. Initial direct costs incurred in negotiating an operating lease are added to the carrying amount of the leased asset and recognised over the lease term on the same bases as rental income. Rental income from operating leases is recognized on a straight-line basis over the term of lease. International General Insurance Holdings Limited | fInancIaL stateMents notes to tHe consoLIdated fInancIaL stateMents AT 31 DeceMBer 2011 25 2. BasIs of preparatIon (continued) summary of significant accounting policies (continued) Fair values The fair value of financial instruments that are actively traded in organized financial markets is determined by reference to quoted market bid prices for assets and offer prices for liabilities, at the close of business on the consolidated statement of financial position date. If quoted market prices are not available, reference is also be made to broker or dealer price quotations. For financial instruments where there is not an active market, the fair value is determined by using valuation techniques. Such techniques include using recent arm’s length transactions, reference to the current market value of another instrument which is substantially the same and/or discounted cash flow analysis. For discounted cash flow techniques, estimated future cash flows are based on management’s best estimates and the discount rate used is a market related rate for a similar instrument. If the fair value cannot be measured reliably, these financial instruments are measured at cost, being the fair value of the consideration paid for the acquisition of the investment or the amount received on issuing the financial liability. All transaction costs directly attributable to the acquisition are also included in the cost of the investment. Judgements In the process of applying the Group’s accounting policies, management has made the following judgements, apart from those involving estimations, which have the most significant effect in the amounts recognised in the financial statements: Classification of investments Management decides on acquisition of an investment whether it should be classified as held for trading or available for sale or held to maturity. The group classifies investments as trading if they are acquired primarily for the purpose of making a short term profit by the dealers. Financial assets are classified as held to maturity if the Group has the positive intention and ability to hold up till maturity. All other investments are classified as financial assets available -for- sale. Impairment of investments The group treats financial assets available-for-sale as impaired when there has been a significant or prolonged decline in the fair value below cost or where other objective evidence of impairment exists. The determination of what is “significant” or “prolonged” requires considerable judgement. In addition, the Group evaluates other factors, including normal volatility in share prices for quoted equities and the future cash flows and discount factors for unquoted equities. estimation uncertainty The key assumptions concerning the future and other key sources of estimation uncertainty at the consolidated statement of financial position date, that have a significant risk of causing a material adjustment to the carrying amounts of assets and liabilities within the next financial year are discussed below: Valuation of outstanding claims, whether reported or not Considerable judgement by management is required in the estimation of amounts due to contract holders arising from claims made under insurance contracts. Such estimates are necessarily based on assumptions about several factors involving varying, and possibly significant, degrees of judgement and uncertainty and actual results may differ from management’s estimates resulting in future changes in estimated liabilities. In particular, estimates have to be made both for the expected ultimate cost of claims reported at the consolidated statement of financial position date and for the expected ultimate cost of claims incurred but not yet reported (IBNR) at the consolidated statement of financial position date. The primary technique adopted by management in estimating the cost of notified and IBNR claims, is that of using past claim settlement trends to predict future claims settlement trends. Claims requiring court or arbitration decisions are estimated individually. Independent loss adjustors normally estimate property claims. Management reviews its provisions for claims incurred, and claims incurred but not reported, on a quarterly basis. Investment properties Investment properties are stated at fair value which is determined based on valuations performed by professional independent valuers. 26 International General Insurance Holdings Limited | fInancIaL stateMents notes to tHe consoLIdated fInancIaL stateMents AT 31 DeceMBer 2011 3. preMIses and eQuIpMent Office building Office furniture Computers Equipment Leasehold improvements Vehicles Total USD USD USD USD USD USD USD cost At 1 January 2011 1,836,188 1,284,365 446,547 185,557 987,867 374,508 5,115,032 Additions 15,405 55,072 68,035 7,746 11,604 59,047 216,909 Written off and disposals - (101,322) - (27,948) (83,644) (16,902) (229,816) At 31 December 2011 1,851,593 1,238,115 514,582 165,355 915,827 416,653 5,102,125 depreciation At 1 January 2011 Deprecation for the year 99,413 70,680 347,352 258,250 345,610 108,697 88,433 42,585 Written off and disposals - (101,322) - (27,948) 281,083 240,567 (83,644) 197,804 1,379,959 59,780 760,295 (16,902) (229,816) At 31 December 2011 170,093 504,280 434,043 123,334 438,006 240,682 1,910,438 Net carrying amount At 31 December 2011 1,681,500 733,835 80,539 42,021 477,821 175,971 3,191,687 cost At 1 January 2010 1,826,810 1,053,063 385,408 146,330 Additions 9,378 231,302 61,139 39,227 At 31 December 2010 1,836,188 1,284,365 446,547 185,557 743,382 244,485 987,867 253,571 4,408,564 120,937 706,468 374,508 5,115,032 depreciation At 1 January 2010 Depreciation for the year At 31 December 2010 Net carrying amount - 99,413 99,413 146,197 201,155 347,352 246,803 98,807 72,768 35,929 345,610 108,697 72,139 150,352 47,452 688,259 691,700 197,804 1,379,959 208,944 281,083 At 31 December 2010 1,736,775 937,013 100,937 76,860 706,784 176,704 3,735,073 The depreciation charge for the year of USD 760,295 (2010: USD 691,700) has been included in general and administrative expenses. Fully depreciated premises and equipment still in use amounted to USD 530,351 as at 31 December 2011 (2010: 417,526). International General Insurance Holdings Limited | fInancIaL stateMents notes to tHe consoLIdated fInancIaL stateMents AT 31 DeceMBer 2011 27 Goodwill 2011 Computer software license USD USD - - - - - - - 765,798 7,667 773,465 466,808 96,419 563,227 210,238 Goodwill 2010 Computer software license USD USD 287,486 - 287,486 - 287,486 287,486 - 561,987 203,811 765,798 374,035 92,773 466,808 298,990 Total USD 765,798 7,667 773,465 466,808 96,419 563,227 210,238 Total USD 849,473 203,811 1,053,284 374,035 380,259 754,294 298,990 4. IntanGIBLe assets cost Opening balance Additions Closing balance amortization Opening balance Amortization for the year Closing balance net book value cost Opening balance Additions Closing balance amortization Opening balance Amortization for the year Closing balance net book value Goodwill was allocated to North Star Underwriting Limited which was considered to be a cash generating unit. The recoverable amount of the cash generating unit was determined by calculating cash flow projections based on financial budgets approved by senior management covering a five year period. Goodwill allocated to the cash generating unit was tested for impairment in previous year, and since the recoverable amount of the cash generating unit was assessed to be nil, the goodwill was impaired in full in previous year. 28 International General Insurance Holdings Limited | fInancIaL stateMents notes to tHe consoLIdated fInancIaL stateMents AT 31 DeceMBer 2011 5. InVestMent In assocIated coMpanIes In 2002, the Group acquired a 33% equity ownership interest in companies registered in Lebanon as shown below: Country of incorporation Lebanon Lebanon Lebanon Lebanon Star Rock SAL Lebanon Sina SAL Lebanon Silver Rock SAL Lebanon Golden Rock SAL Lebanon Movement on investment in associates was as follows: Opening balance Share of profit or results of associated companies Dividends received The following table includes summarised information of the Group’s investments in associates: Share of associates’ statement of financial position Current assets Non-current assets Current liabilities Net assets Share of associates’ revenues and results Revenues profit Ownership 2010 33% 33% 33% 33% 2010 USD 2011 33% 33% 33% 33% 2011 USD 11,280,888 11,032,729 552,864 (130,835) 575,159 (327,000) 11,702,917 11,280,888 2011 USD 2010 USD 553,840 16,901,477 (5,752,400) 11,702,917 604,829 16,955,064 (6,279,005) 11,280,888 800,090 829,018 552,864 575,159 Investment properties of the associates are stated at fair value, which has been determined based on valuations performed by professional independent valuers who are specialists in valuing these types of investment properties. The fair value represents the amount, which the assets could be exchanged between a knowledgeable, willing seller in an arm’s length transaction at the date of valuation. All the investment properties generated rental income during the current period and the prior years. International General Insurance Holdings Limited | fInancIaL stateMents notes to tHe consoLIdated fInancIaL stateMents AT 31 DeceMBer 2011 29 6. InVestMent propertY The following table includes summarised information of the Group’s investment property: Opening balance Additions Closing balance Opening balance Additions closing balance Commercial building USD 2011 Land USD Total USD 20,534,276 8,461,850 28,996,126 167,028 - 167,028 20,701,304 8,461,850 29,163,154 Commercial building USD 20,429,402 104,874 20,534,276 2010 Land* USD 8,243,387 218,463 8,461,850 Total USD 28,672,789 323,337 28,996,126 *The land is registered in the name of the Directors of the company. The company has obtained an irrevocable proxy over this investment property. The carrying amount approximates the fair value of the investment property based on valuations performed by independent valuer. 30 International General Insurance Holdings Limited | fInancIaL stateMents notes to tHe consoLIdated fInancIaL stateMents AT 31 DeceMBer 2011 7. InVestMents Held to maturity Unquoted bonds* Held for trading Quoted funds Available-for-sale Quoted bonds and debt securities with fixed interest rate Quoted equities Quoted funds and alternative investments Unquoted government bonds and debt securities with fixed interest rate Unquoted equities * Maturity of these bonds as at 31 December 2011 are as follows: 2011 USD 2010 USD 4,690,141 4,690,141 1,525,702 1,679,234 69,711,890 44,555,931 6,681,449 - 7,287,118 71,847,200 61,360,659 5,623,167 1,410,934 8,387,118 128,236,388 148,629,078 134,452,231 154,998,453 Maturity 6 June 2012 27 October 2012 carrying amount effective interest value 1,690,141 3,000,000 4,690,141 9.5% 4.0% Provision for impairment for equity investments charged to the consolidated statement of income amounted to USD 537,220 (2010: USD 1,280,060). International General Insurance Holdings Limited | fInancIaL stateMents notes to tHe consoLIdated fInancIaL stateMents AT 31 DeceMBer 2011 31 8. deferred poLIcY acQuIsItIon costs Opening balance Acquisition costs Charged to consolidated statement of income 9. Insurance receIVaBLes Receivables from insurance companies and intermediaries Reinsurers – amounts due in respect of claims paid Less: provision for doubtful debt 2011 USD 2010 USD 25,730,470 39,308,236 20,003,250 37,751,436 (35,586,760) (32,024,216) 29,451,946 25,730,470 2011 USD 2010 USD 101,302,233 225,363 (900,000) 84,555,470 1,430,286 - 100,627,596 85,985,756 All of the above amounts are due within twelve months of the statement of financial position date (Note 23). It is not the practice of the Group to hold collaterals as security. Therefore the receivable are unsecured. 10. trade receIVaBLes This amount represents the balances due from the Specialty Mall customers against rental income. There are no impaired trade receivables and management believes that the trade receivables will be recovered in full. 11. otHer assets Accrued interest income Advance payment on investments Prepaid expenses Accrued dividend income Refundable deposits Employees receivables Deferred tax assets Others 2011 USD 1,687,268 - 322,620 - 88,732 284,842 118,532 168,670 2,670,664 2010 USD 1,338,608 2,782,299 246,432 1,032,728 74,827 187,294 - 234,885 5,897,073 32 International General Insurance Holdings Limited | fInancIaL stateMents notes to tHe consoLIdated fInancIaL stateMents AT 31 DeceMBer 2011 12. Insurance contract LIaBILItIes 2011 reinsurers’ share USD Gross USD Net USD 2010 reinsurers’ share USD Gross USD Net USD Unearned premiums 120,947,599 (31,886,053) 89,061,546 103,402,699 (28,106,769) 75,295,930 Outstanding claims 187,588,776 (55,956,166) 131,632,610 156,059,748 (34,756,238) 121,303,510 308,536,375 (87,842,219) 220,694,156 259,462,447 (62,863,007) 196,599,440 a) Unearned premiums 2011 reinsurers’ share USD Gross USD Net USD 2010 reinsurers’ share USD Gross USD Net USD Opening balance Premiums written 103,402,699 (28,106,769) 75,295,930 83,238,624 (21,561,486) 61,677,138 202,786,867 (69,745,208) 133,041,659 179,333,354 (68,012,218) 111,321,136 Premiums earned (185,241,967) 65,965,924 (119,276,043) (159,169,279) 61,466,935 (97,702,344) 120,947,599 (31,886,053) 89,061,546 103,402,699 (28,106,769) 75,295,930 b) Outstanding claims 2011 reinsurers’ share USD Gross USD Net USD 2010 reinsurers’ share USD Gross USD Net USD At the beginning of the year Reported claims 114,059,748 (34,756,238) 79,303,510 112,482,150 (39,502,140) 72,980,010 Claims incurred but not reported 42,000,000 - 42,000,000 39,500,000 - 39,500,000 156,059,748 (34,756,238) 121,303,510 151,982,150 (39,502,140) 112,480,010 Claims paid (78,896,677) 23,390,766 (55,505,911) (90,091,258) 42,360,643 (47,730,615) Provided during the year related to current accident year Provided during the year related to previous accident years 124,151,705 (47,970,694) 55,489,011 79,121,736 (36,284,633) 42,837,103 (13,726,000) 3,380,000 (10,346,000) 15,047,120 (1,330,108) 13,717,012 At the end of the year 187,588,776 (55,956,166) 131,632,610 156,059,748 (34,756,238) 121,303,510 At the end of the year Reported claims 138,288,776 (55,956,166) 82,332,610 114,059,748 (34,756,238) 79,303,510 Claims incurred but not reported 49,300,000 - 49,300,000 42,000,000 - 42,000,000 187,588,776 (55,956,166) 131,632,610 156,059,748 (34,756,238) 121,303,510 l a t o T D S U 1 1 0 2 D S U 0 1 0 2 D S U 9 0 0 2 D S U 8 0 0 2 D S U 7 0 0 2 D S U 6 0 0 2 D S U 5 0 0 2 D S U 4 0 0 2 D S U 3 0 0 2 D S U 2 5 0 , 3 6 2 7 5 5 , 9 6 8 , 9 3 6 3 1 1 , , 4 4 5 6 0 1 , 3 3 0 , 2 3 7 6 6 , 7 8 7 8 3 3 , , 1 2 1 3 6 8 , 9 0 2 , 3 5 6 9 5 , 1 5 4 , 7 3 9 2 9 , 9 9 9 , 6 4 1 8 9 , 8 7 7 , 7 9 7 0 , 6 9 2 , 3 8 6 5 , 1 7 2 - - - - - - - - - 9 6 8 - - - - - - - - 7 4 3 , 9 3 6 3 1 1 , 7 3 5 , 2 4 2 2 7 , 2 4 0 , 3 8 5 6 4 , 9 9 3 , 5 2 0 8 7 , 6 7 1 , 0 6 3 , 4 3 3 6 2 , 4 5 2 , 5 2 1 9 5 , 4 5 3 , 5 2 4 8 6 , 7 6 9 , 6 - 7 4 3 4 4 5 , , 6 0 1 0 3 3 5 9 4 , , 3 6 , 0 2 9 4 1 1 , 8 6 3 , 9 7 5 , 5 4 3 5 8 , 4 4 3 , 4 3 6 0 4 , 0 2 5 , 4 4 1 1 3 , 3 1 0 , 8 2 7 3 , 2 0 7 , 3 - - - - - - - 3 3 0 2 3 7 , , 6 6 8 3 9 6 1 3 7 8 7 - - - - - - , 0 6 9 4 1 1 , , 8 3 3 1 2 1 , 9 6 9 , 5 9 9 , 8 4 1 9 2 , 1 5 7 , 9 3 6 6 7 , 6 5 6 , 6 4 3 7 6 , 4 1 7 , 7 3 3 0 , 9 4 6 , 3 9 7 1 , 5 8 2 6 4 9 , 9 3 6 , 9 4 2 8 0 , 9 8 5 , 8 3 5 3 7 , 5 7 9 , 5 4 8 9 3 , 3 8 1 , 7 2 6 2 , 9 0 5 , 3 3 4 0 , 0 8 2 3 6 8 , 9 0 2 , 3 5 9 7 3 , 6 2 6 , 6 3 3 8 8 , 0 4 9 , 5 4 0 3 5 , 3 1 2 , 7 9 0 1 , 9 2 4 , 3 2 5 5 , 5 7 2 - - - - - 6 9 5 , 1 5 4 , 7 3 8 5 2 , 3 4 6 , 5 4 0 3 2 , 0 0 3 , 7 2 6 1 , 8 0 4 , 3 9 4 4 , 7 7 2 - - - - 9 2 9 , 9 9 9 , 6 4 9 1 4 , 2 2 2 , 7 6 6 7 , 2 1 3 , 3 8 6 5 , 1 7 2 - - - 1 8 9 , 8 7 7 , 7 6 6 9 , 2 1 3 , 3 8 6 5 , 1 7 2 - - 9 7 0 , 6 9 2 , 3 8 6 5 , 1 7 2 - 8 6 5 , 1 7 2 r a e y t n e d c c a i f o d n e t A r e t a l r a e y e n O r e t a l s r a e y o w T r e t a l s r a e y e e r h T r e t a l s r a e y r u o F r e t a l s r a e y e v F i r e t a l s r a e y i x S r e t a l s r a e y n e v e S r e t a l s r a e y s t h g E i r e t a l s r a e y e n N i l e v i t a u m u c f o e t a m i t s e t n e r r u C d e r r u c n i s m a c i l 6 33 7 7 , 8 8 5 7 8 1 , n o i t i s o p l i a c n a n fi f o t n e m e t a t s d e t a d i l o s n o c e h t n i d e d u c n l i y t i l i b a i l l a t o t ) 6 7 2 , 4 7 6 9 6 3 , ( ) 2 2 0 , 9 1 9 , 5 1 ( ) 9 5 0 , 1 4 3 , 8 6 ( ) 5 5 8 , 3 2 3 , 9 4 ( ) 8 7 3 7 4 1 , , 0 0 1 ( ) 5 2 5 , 7 7 4 , 6 4 ( ) 9 9 6 , 4 2 6 , 3 3 ( ) 1 7 8 , 8 0 7 , 4 4 ( ) 9 4 9 , 8 6 5 , 7 ( ) 0 5 3 , 5 9 2 , 3 ( ) 8 6 5 , 7 6 2 ( e t a d o t s t n e m y a p e v i t a u m u C l - - 2 0 0 2 D S U I I I I s e t L B a L t c a r t n o c e c n a r u s n I . 2 1 ) d e u n i t n o c ( ) d e u n i t n o c ( l i s m a c g n d n a t s t u O i ) b l t n e m p o e v e d s m a c i l f o e t a m i t s e e h t w o h s l s e b a t i g n w o l l o f e h T h t o b i g n d u c n l i , s m a c i l t o n t u b d e r r u c n i i m a c l d e r r u c n i l e v i t a u m u c d n a s m a c i l d e t r o p e r r a e y t n e d c c a i i e v s s e c c u s h c a e r o f d e t r o p e r , e t a d n o i t i s o p l i a c n a n fi f o t n e m e t a t s h c a e t a . e t a d o t s t n e m y a p e v i t a u m u c l h t i w r e h t e g o t 34 International General Insurance Holdings Limited | fInancIaL stateMents notes to tHe consoLIdated fInancIaL stateMents AT 31 DeceMBer 2011 13. reInsurance assets Reinsurance share of unearned premiums (note 12) Reinsurance share of outstanding claims (note 12) Deferred XOL premium 14. casH and BanK BaLances Cash and bank balances Time deposits – short term Cash and cash equivalents Time deposits – long term 2011 USD 2010 USD 31,886,053 55,956,166 6,489,838 94,332,057 28,106,769 34,756,238 6,288,817 69,151,824 2011 USD 2010 USD 49,753,074 102,886,503 152,639,577 5,444,160 24,495,024 69,989,711 94,484,735 7,204,554 158,083,737 101,689,289 The time deposits, which are substantially denominated in US Dollars, are made for varying periods of between one month to two years depending on the immediate cash requirements of the Group. All deposits earned an average variable interest rate of 1.73% (2010: 2.76%). 15. Issued sHare capItaL shares of usd 1 each 16. dIVIdends paId authorised, issued and fully paid 2011 USD 2010 USD 143,375,678 143,375,678 At a meeting held on 21 March 2011, the shareholders resolved to pay dividend of USD 0.03 per share amounting to USD 4,301,270 (2010: 2,867,514) related to the year ended 31 December 2010. 17. otHer LIaBILItIes Accounts payable Accrued expenses * 2011 USD 579,912 2,305,682 2,885,594 2010 USD 1,342,525 1,355,487 2,698,012 * This includes an accrual of USD 13,500 in respect of phantom shares as vested upon designated employees of the Group. International General Insurance Holdings Limited | fInancIaL stateMents notes to tHe consoLIdated fInancIaL stateMents AT 31 DeceMBer 2011 35 18. Insurance paYaBLes Payables due to insurance companies and intermediaries Reinsures – amounts due in respect of ceded premium 2011 USD 7,366,319 30,686,056 38,052,375 2010 USD 8,997,180 22,086,096 31,083,276 19. unearned coMMIssIons Movement in unearned commissions recoginsed in the consolidated statement of financial position is following: Opening balance Commissions received Commissions earned 20. InVestMent IncoMe Interest Dividends Gain on sale of available-for-sale investments Fair value change of held for trading investments Impairment on available-for-sale investments (note 7) Rental income, net 2011 USD 7,776,721 17,220,492 2010 USD 6,655,500 14,389,615 (15,782,822) (13,268,394) 9,214,391 7,776,721 2011 USD 6,147,815 1,464,370 170,757 (153,532) (537,220) 904,478 7,996,668 2010 USD 6,178,579 2,400,663 1,463,230 (42,060) (1,280,060) 789,908 9,510,260 21. coMMItMents and contInGencIes As of the date of the financial statements, the Group is contingently liable for the following: - Letters of Guarantee amounting to USD 17,373 (31 December 2010: USD 12,225) to the order of the Jordanian Ministry of Trade and Industry with margin of USD 1,737 (31 December 2010: USD 1,222). - Letters of Credit amounting to USD 32,977,488 to the order of reinsurance companies (31 December 2010: USD 30,030,471) for collateralizing insurance contract liabilities in accordance with the reinsurance arrangements. - Letter of Guarantee amounting to USD 373,192 to the order of Friends Provident Life Assurance limited (31 December 2010: USD 373,192) for collateralizing rent payment obligation in one of the Group entity’s office premises. 36 International General Insurance Holdings Limited | fInancIaL stateMents notes to tHe consoLIdated fInancIaL stateMents AT 31 DeceMBer 2011 22. reLated partY transactIons Related parties represent major shareholders, associates, directors and key management personnel of the Group and entities controlled, jointly controlled or significantly influenced by such parties, Pricing policies and terms of these transactions are approved by the Group’s management. Transactions with related parties included in the consolidated financial statements are as follows: Consolidated statement of income Commission paid 2011 USD 2010 USD Eastern Insurance Brokers Ltd – Owned by immediate family member of the major shareholder 140,353 63,054 Compensation of key management personnel of the Group, consisting of short term salaries and benefits was USD 4,968,927 and other compensations of USD 78,469 (31 December 2010: USD 3,386,601). 23. rIsK ManaGeMent The risks faced by the Group and the way these risks are mitigated by management are summarised below. Insurance risk Insurance risk includes the risks of inappropriate underwriting, ineffective management of underwriting, inadequate controls over exposure management in relation to catastrophic events and insufficient reserves for losses including claims incurred but not reported. To manage this risk, the Group’s underwriting function is conducted in accordance with a number of technical analytic protocols which includes defined underwriting authorities, guidelines by class of business, rate monitoring and underwriting peer reviews. The risk is further protected by reinsurance programmes which respond to various arrays of loss probabilities. The Group has in place effective exposure management system. Aggregate exposure is modelled and tested against different stress scenarios to ensure adherence to Group’s overall risk appetite and alignment with reinsurance programmes and underwriting strategies. Loss reserve estimates are inherently uncertain. Reserves for unpaid losses are the largest single component of the liabilities of the Group. Actual losses that differ from the provisions, or revisions in the estimates, can have a material impact on future earnings and the statement of financial position. The Group has in house experienced actuarial set up reviewing and monitoring the reserving policy and its implementation at quarterly intervals. They work closely with the underwriting and claims team to ensure understanding of the Group’s exposure and loss experience. In addition, the Group receives external independent analysis of its reserve requirements on quarterly basis. In order to minimise financial exposure arising from large claims, the Group, in the normal course of business, enters into contracts with other parties for reinsurance purposes. Such reinsurance arrangements provide for greater diversification of business, allow management to control exposure to potential losses arising from large risks, and provide additional capacity for growth. A significant portion of the reinsurance is effected under treaty, facultative and excess-of-loss reinsurance contracts. International General Insurance Holdings Limited | fInancIaL stateMents notes to tHe consoLIdated fInancIaL stateMents AT 31 DeceMBer 2011 37 23. rIsK ManaGeMent (continued) Geographical concentration of risks The Group’s insurance risk passed on geographical concentration of risk is illustrated in the table below: 2011 Europe Middle / Far East & Africa North America Rest of the World 2010 Europe Middle / Far East & Africa North America Rest of the World Gross written premium Concentration Percentage USD 38,529,505 91,254,090 8,111,475 64,891,797 202,786,867 % 19% 45% 4% 32% Gross written premium Concentration Percentage USD 34,073,337 105,806,679 7,173,334 32,280,004 179,333,354 % 19% 59% 4% 18% Financial risk The Group’s principal financial instruments are financial assets available-for-sale, financial assets held for trading, financial assets held to maturity, receivables arising from insurance, investment in associates, investment properties and reinsurance contracts, trading investments and cash and cash equivalents. The Group does not enter into derivative transactions. The main risks arising from the Group’s financial instruments are interest rate risk, foreign currency risk, credit risk, market price risk and liquidity risk. The board reviews and agrees policies for managing each of these risks and they are summarised below. The main risks arising from the Group’s financial instruments are interest rate risk, foreign currency risk, credit risk, market price risk and liquidity risk. The board reviews and agrees policies for managing each of these risks and they are summarised below. Interest rate risk Interest rate risk arises from the possibility that changes in interest rates will affect future profitability or the fair values of financial instruments. The Group is exposed to interest rate risk on certain of its investments and cash and cash equivalents. The Group limits interest rate risk by monitoring changes in interest rates in the currencies in which its cash and interest bearing investments and borrowings are denominated 38 International General Insurance Holdings Limited | fInancIaL stateMents notes to tHe consoLIdated fInancIaL stateMents AT 31 DeceMBer 2011 23. rIsK ManaGeMent (continued) Details of maturities of the major classes of financial assets are as follows: 2011 Less than 1 year 1 to 5 years More than 5 years Non-interest bearing items Total Effective Interest Rate on interest bearing assets Trading investments USD - USD - USD USD USD (%) - 1,525,702 1,525,702 Available-for-sale investments 9,708,299 33,939,644 26,063,947 58,524,498 128,236,388 Held to maturity investments 1,690,141 - 3,000,000 Cash and bank balances 152,638,877 5,444,860 - - - - - - - - 4,690,141 158,083,737 100,627,596 100,627,596 236,294 236,294 94,332,057 94,332,057 - - - - 164,037,317 39,384,504 29,063,947 255,246,147 487,731,915 Insurance receivables Trade receivables Reinsurance assets 2010 Trading investments - - - 1,679,234 1,679,234 Available-for-sale investments 12,553,656 43,472,492 15,821,051 76,781,879 148,629,078 Held to maturity investments - 1,690,141 3,000,000 Cash and bank balances 96,245,129 5,444,160 Insurance receivables Trade receivables Reinsurance assets - - - - - - - - - - - - 4,690,141 101,689,289 85,985,756 85,985,756 1,037,660 1,037,660 69,151,824 69,151,824 108,798,785 50,606,793 18,821,051 234,636,353 412,862,982 5.72 5.99 1.19 - - - 5.23 5.98 2.20 - - - There is no significant difference between contractual repricing or maturity dates. The following table demonstrates the sensitivity of income statement to reasonably possible changes in interest rates, with all other variables held constant. The sensitivity of the income statement is the effect of the assumed changes in interest rates on the Group’s profit for the year, based on the floating rate financial assets and financial liabilities held at 31 December. 2011 2010 Increase/ decrease in basis points Effect on profit for the year + 25 - 50 + 25 - 50 USD 576,571 (1,153,142) 437,520 (875,040) Foreign currency risk Foreign currency risk is the risk that the value of a financial instrument will fluctuate due to changes in foreign exchange rates. Management believes that there is minimal risk of significant losses due to exchange rate fluctuations since predominantly 84% of the business transactions are in US Dollars and consequently the Group does not hedge its foreign currency exposure. International General Insurance Holdings Limited | fInancIaL stateMents notes to tHe consoLIdated fInancIaL stateMents AT 31 DeceMBer 2011 39 23. rIsK ManaGeMent (continued) credit risk Credit risk is the risk that one party to a financial instrument will fail to discharge an obligation and cause the other party to incur a financial loss. The Group is exposed to credit risk primarily from unpaid insurance receivables and fixed income instruments. The Group has in place credit appraisal policies and procedures for inward business and receivables from insurance transactions are monitored on an ongoing basis to restrict Group’s exposure to doubtful debts. The Group has in place security standards applicable to all reinsurance purchases and monitors the financial status of all reinsurance debtors at regular intervals. The Group’s portfolio of fixed income investment is managed by the investments committee in accordance with the investment policy established by the board of directors which has various credit standards for investment in fixed income securities. Reinsurance and fixed income investments are monitored for the occurrence of a downgrade or other changes that might casue them to fall below the Group’s security standards. If this occurs, management takes appropriate action to mitigate any loss to the Group. The Group’s bank balances are maintained with a range of international and local banks in accordance with limits set by the board of directors. There are no significant concentrations of credit risk within the Group. The table below provides information regarding the credit risk exposure of the Group by classifying assets according to the Group’s credit rating of counterparties: Neither past due nor impaired Investment grade Non investment grade (satisfactory) Non investment grade (un-satisfactory) Past due but not impaired 2011 USD USD USD USD Total USD Available-for-sale investments 67,375,228 60,861,160 Investments held for trading Held to maturity investments Insurance receivables Reinsurance assets - 3,000,000 1,525,702 1,690,141 - 69,101,813 19,662,937 68,179,282 Cash and bank balances 90,093,897 67,989, 840 180,132,062 269,347,938 2010 Available-for-sale investments 75,145,910 73,483,168 Investments held for trading Held to maturity investments Insurance receivables Reinsurance assets Cash and bank balances - 3,000,000 1,679,234 1,690,141 59,491,299 20,957,519 41,905,488 42,584,763 59,104,526 141,688,192 237,353,856 - - - - - - - - - - - - - - - - - 128,236,388 1,525,702 4,690,141 31,525,783 100,627,596 - - 87,842,219 158,083,737 31,525,783 481,005,783 - - - 148,629,078 1,679,234 4,690,141 26,494,457 85,985,756 - - 62,863,007 101,689,289 26,494,457 405,536,505 40 International General Insurance Holdings Limited | fInancIaL stateMents notes to tHe consoLIdated fInancIaL stateMents AT 31 DeceMBer 2011 23. rIsK ManaGeMent (continued) credit risk (Continued) The following table provides an aging analysis of receivables arising from insurance and reinsurance contracts past due but not impaired: past due but not impaired Neither past due nor impaired Up to 90 days 91 to 180 days 181 to 270 days 271 to 360 days Over 360 days Total USD USD USD USD USD USD USD 31 December 2011 69,101,813 15,765,386 7,351,315 3,279,923 3,488,433 1,640,726 100,627,596 31 December 2010 59,491,299 13,407,158 6,581,777 2,249,766 2,536,041 1,719,715 85,985,756 For assets to be classified as ‘past due and impaired’ contractual payments are in arrears for more than 360 days and an impairment adjustment is recorded in the consolidated statement of income for this. When the credit exposure is adequately secured, arrears more than 360 days might still be classified as ‘past due but not impaired’, with no impairment adjustment recorded. The following table provides an aging analysis of trade receivables arising from Specialty Mall customers past due but not impaired: past due but not impaired Neither past due nor impaired Up to 90 days 91 to 180 days Total USD 236,294 31 December 2011 31 December 2010 USD 129,946 647,737 USD 85,636 389,923 USD 20,712 - 1,037,660 For assets to be classified as ‘past due and impaired’ contractual payments are in arrears for more than 360 days and an impairment adjustment is recorded in the consolidated statement of income for this. When the credit exposure is adequately secured, arrears more than 360 days might still be classified as ‘past due but not impaired’, with no impairment adjustment recorded. Market price risk Market price risk is the risk that the value of a financial instrument will fluctuate as a result of changes in market prices (other than those arising from interest rate risk or currency risk), whether those changes are caused by factors specific to the individual security, or its issuer, or factors affecting all securities traded in the market. The Group’s equity price risk exposure relates to financial assets whose values will fluctuate as a result of changes in market prices. The following table demonstrates the sensitivity of the profit for the period and the cumulative changes in fair value to reasonably possible changes in equity prices, with all other variables held constant. The effect of decreases in equity prices is expected to be equal and opposite to the effect of the increases shown. 2011 Amman Stock Exchange Dubai International Financial Exchange Other quoted 2010 Amman Stock Exchange Dubai International Financial Exchange Other quoted Change in equity price Effect on profit for the year USD 5% 5% 5% 5% 5% 5% USD - - 76,285 - - 83,962 Effect on equity USD 79,190 1,236,237 912,369 472,882 1,205,183 909,834 International General Insurance Holdings Limited | fInancIaL stateMents notes to tHe consoLIdated fInancIaL stateMents AT 31 DeceMBer 2011 41 23. rIsK ManaGeMent (continued) Market price risk (Continued) The Group also has unquoted investments carried at cost where the impact of changes in equity prices will only be reflected when the investment is sold or deemed to be impaired, when the consolidated statement of income will be impacted. The Group limits market risk by maintaining a diversified portfolio and by monitoring of developments in equity markets. Liquidity risk Liquidity risk is the risk that the Group will not be able to meet its commitments associated with insurance contracts and financial liabilities as they fall due. The Group continually monitors its cash and investments to ensure that the Group meets its liquidity requirements. The Group’s asset allocation is designed to enable insurance liabilities to be met with current assets. All liabilities are non-interest bearing liabilities. The table below summarizes the maturity profile of the company’s financial liabilities at 31 December based on contractual undiscounted payments: 2011 Less than one year More than one year No term USD USD USD Insurance contract liabilities 231,402,281 77,134,094 Other liabilities Reinsurance payable Unearned commissions total liabilities 2010 2,885,594 38,052,375 - - 6,910,793 2,303,598 279,251,043 79,437,692 Insurance contract liabilities 194,596,835 64,865,612 Other liabilities Reinsurance payable Unearned commissions total liabilities 2,698,012 31,083,276 - - 5,832,541 1,944,180 234,210,664 66,809,792 - - - - - - - - - - Total USD 308,536,375 2,885,594 38,052,375 9,214,391 358,688,735 259,462,447 2,698,012 31,083,276 7,776,721 301,020,456 42 International General Insurance Holdings Limited | fInancIaL stateMents notes to tHe consoLIdated fInancIaL stateMents AT 31 DeceMBer 2011 23. rIsK ManaGeMent (continued) Maturity analysis of assets and liabilities The table below shows analysis of assets and liabilities analysed according to when they are expected to be recovered or settled: 2011 assets Premises and equipment Intangible assets Investment in associated companies Investments Investment property Deferred policy acquisition costs Insurance receivables Trade receivables Other assets Reinsurance assets Cash and bank balances totaL assets eQuItY and LIaBILItIes Equity Issued share capital Foreign currency translation reserve Cumulative changes in fair values of investments Retained earnings total equity Liabilities Less than one year More than one year No term USD USD USD Total USD - - - - 3,191,687 210,238 - - 3,191,687 210,238 - - 11,702,917 11,702,917 29,163,154 29,163,154 11,398,440 63,003,591 60,050,200 134,452,231 22,088,960 98,986,870 236,294 2,670,664 7,362,986 1,640,726 - - 72,371,502 21,960,555 152,639,577 5,444,160 - - - - - - 29,451,946 100,627,596 236,294 2,670,664 94,332,057 158,083,737 360,392,307 102,813,943 100,916,271 564,122,521 - - - - - - - - - - 143,375,678 143,375,678 (286,652) (286,652) 5,326,279 5,326,279 57,018,481 57,018,481 205,433,786 205,433,786 Insurance contract liabilities 231,402,281 77,134,094 Other liabilities Reinsurance payable Unearned commissions total liabilities 2,885,594 38,052,375 - - 6,910,793 2,303,598 279,251,043 79,437,692 - - - - - 308,536,375 2,885,594 38,052,375 9,214,391 358,688,735 totaL eQuItY and LIaBILItIes 279,251,043 79,437,692 205,433,786 564,122,521 International General Insurance company Limited | fInancIaL stateMents notes to tHe consoLIdated fInancIaL stateMents AT 31 DeceMBer 2010 43 23. rIsK ManaGeMent (continued) 2010 assets Premises and equipment Intangible assets Investment in associated companies Investments Investment property Deferred policy acquisition costs Insurance receivables Trade receivables Other assets Reinsurance assets Cash and bank balances totaL assets eQuItY and LIaBILItIes Equity Issued share capital Foreign currency translation reserve Cumulative changes in fair values of investments Retained earnings total equity Liabilities Insurance contract liabilities Other liabilities Reinsurance payable Reinsurance deposits Unearned commissions Total liabilities Less than one year More than one year No term USD USD USD Total USD - - - 3,735,073 298,990 - - 3,735,073 298,990 - 11,280,888 11,280,888 12,553,656 63,983,684 78,461,113 154,998,453 - - 28,996,126 28,996,126 19,297,853 84,266,041 1,037,660 5,897,073 6,432,617 1,719,715 - - 53,436,072 15,715,752 96,245,129 5,444,160 - - - - - - 25,730,470 85,985,756 1,037,660 5,897,073 69,151,824 101,689,289 272,733,484 97,329,991 118,738,127 488,801,602 - - - - - - - - - - 143,375,678 143,375,678 (269,090) (269,090) 6,576,750 6,576,750 38,097,808 38,097,808 187,781,146 187,781,146 194,596,835 64,865,612 2,698,012 31,083,276 - - 5,832,541 1,944,180 234,210,664 66,809,792 - - - - - 259,462,447 2,698,012 31,083,276 7,776,721 301,020,456 totaL eQuItY and LIaBILItIes 234,210,664 66,809,792 187,781,146 488,801,602 44 International General Insurance company Limited | fInancIaL stateMents notes to tHe consoLIdated fInancIaL stateMents AT 31 DeceMBer 2010 23. rIsK ManaGeMent (continued) capital management The Group manages its capital by ‘Enterprise Risk Management’ techniques, using a dynamic financial analysis model. The Asset Liability match is reviewed and monitored on regular basis to maintain a strong credit rating and healthy capital adequacy ratios to support its business objectives and maximise shareholders’ value. Adjustments to capital levels are made in light of changes in market conditions and risk characteristics of the Group’s activities. Fair value The Group uses the following hierarchy for determining and disclosing the fair value of financial instruments by valuation techniques: Level 1: quoted (unadjusted) prices in active markets for identical assets or liabilities; Level 2: other techniques for which all inputs which have a significant effect on the recorded fair value are observable, either directly or indirectly; and Level 3: techniques which use inputs which have a significant effect on the recorded fair value that are not based on observable market data. Held for trading Available-for-sale Held for trading Available-for-sale 31 december 2011 Level 1 USD 1,525,702 120,949,270 122,474,972 Level 2 USD - 7,287,118 7,287,118 Total USD 1,525,702 128,236,388 129,762,090 31 december 2010 Level 1 USD 1,679,234 138,831,026 140,510,260 Level 2 USD - 9,798,052 9,798,052 Total USD 1,679,234 148,629,078 150,308,312 Included in available for sale investments is an amount of USD 7,287,118 which is carried at fair value based on recent share issuance price. (31 December 2010: USD 8,387,118 was carried at fair value which approximated its cost). There were no transfers between Level 1, 2 and 3 during the year or in either the years ended 31 December 2011 or 31 December 2010. There are no level 3 investments. International General Insurance company Limited | fInancIaL stateMents notes to tHe consoLIdated fInancIaL stateMents AT 31 DeceMBer 2010 45 24. comparative figures Some of 2010 balances were reclassified to correspond with 31 December 2011. Classifications have no effect on net profit and equity. Other assets Reinsurance assets total Reported in previous year Reclassified in current year USD USD 12,185,890 62,863,007 75,048,897 5,897,073 69,151,824 75,048,897 Above reclassification has resulted from Deferred XOL premium reclassified from other assets (Note 11) to Reinsurance assets (Note13) in the current year. Foregoing reclassification has no effect on net profit or equity. 25. subsequent events There have been no material events between 31 December 2011 and the date of this report which are required to be disclosed. 46 Bermuda Amman Kuala Lumpur Dubai London 47 iGi offices WorldWide International General Insurance Holdings Limited | IGI offIces 48 International General Insurance Holdings Limited International General Insurance company (dubai) Limited Address: P.O. Box 506646, Dubai, United Arab Emirates Dubai International Financial Centre, Unit 1, Level 1, Gate Village 1, Dubai, UAE Telephone: +971 4 363 3520 Facsimile: +971 4 425 5675 Address: P.O. Box 506646 Dubai, United Arab Emirates Dubai International Financial Centre, Unit 1, Level 1, Gate Village 1, Dubai, UAE Telephone: +971 4 363 3520 +971 4 425 5675 Facsimile: IGI underwriting company Limited Regulated by the Dubai Financial Services Authority Address: 74 Abdel Hamid Sharaf St. P.O. Box 941428 Amman 11194 Jordan Telephone: +962 6 562 2009 Facsimile: +962 6 566 2085 Regulated by the Jordan Insurance Commission International General Insurance company limited-Labuan Branch Address: Level 1, LOT 7, Block F, Saguking Commercial Building Jalan Patau - Patau, 87000 Labuan, Malaysia Telephone: +6 (087) 410 745 +6 (087) 419 755 Facsimile: Regulated by the Labuan Financial Services Authority

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