Membership Circular
Table Of Contents
Introduction
Summary Statement
The Company
The Sponsored Captive
Audited Financial Statements
Risk Factors
Insurance Coverages, Eligibility, and Application Procedures
Annual Premium, Strategic Alliance, & Ownership
Payment of Membership Account Balance
Management
Certain Interests
Insurance Regulation, Taxation, & Further Information
Schedule Of Exhibits
EXHIBIT A - Amended and Restated Articles of Incorporation & Bylaws
EXHIBIT B - Amendment To The Participant Contract - Charter Partners Risk Services, Inc.
EXHIBIT C - Sponsored Captive’s Original Business Plan & Financials
EXHIBIT D - Sponsored Captive’s Most Recent Audited Financial Statements
EXHIBIT E- Membership Agreement - To Be Signed By The Member
EXHIBIT F - Standards and Formulas for Membership Account Valuation and Distributions
