Malakut Broker Desk

Today - Current year overview

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Current user - -

Financial overview

Current year accruals

Incoming premium - -

Outgoing premium - -

Brokerage result - Premium spread and services

Operational activity

Current year

Accrual documents - -

Bank payments - -

Latest database change - Across operational records

Compliance

KYC watch

Priority review

Company	Role	KYC

Companies

Legal name	Role	Country	KYC	Actions

Add company

Legal name Trading name Role Country code Registration number Tax ID Industry Relationship started General email General phone Website Registered address KYC status KYC risk KYC last reviewed PEP exposure UBO verified KYC notes Notes

Contacts

Name	Company	Role	Contact	Actions

Cover notes

Accounting activity

From To

Cover notes					Placement
Number / date	Insurance class	Insured	Contracting party	Premium	Contract / date	Partner	Share %	Reinsurance premium

Add cover note

Number Signing date Accounting date Type Contracting party Contracting party role Business line Insured Insured country Reinsured Broker Insurance class Reinsurance type Detailed class Insurance value Value currency Sum / limit Limit currency Limit type Reinsurance order % Insurance from Insurance to Premium Premium currency Reinsurance from Reinsurance to Same as insurance period Payment schedule Notes

Agreements 0

Receivable 0

Payable 0

Open balances 0

Brokerage and consulting agreements

Number / date	Direction	Counterparty	Type	Class / line	Linked projects	Accrued	Paid / balance	Actions

Payments 0

Needs allocation 0

Receivable items 0

Payable items 0

Balances

Direction	Document	Counterparty	Accrued	Paid	Balance

Actual payments

Excel template

Direction From To

Date	Direction	Status	From / to	Bank amount	Allocated	Documents	Actions

Import preview

Row	Date	Direction	From / to	Bank amount	Document	Contract amount	Result

Report catalog

Finance

User access

Name	Email	Role	Active	Updated	Action

Service agreement

Agreement

Agreement details

Linked projects

Type	Document	Counterparty	Notes	Actions

Endorsements

Number	Signing	Accounting	Delta	Changes	Actions

Allocated payments

Date	From / to	Bank amount	Agreement amount

Cover note project

Cover note

Cover note details

Payment history

Date	Direction	From / to	Bank amount	Cover note amount	Notes

Placements / contracts

Contract	Date	Counterparty	Share %	Premium	Paid / balance	Actions

Placement payment history

Placement	Date	Direction	From / to	Bank amount	Placement amount	Notes

Reinsurance panel

Reinsurer	Country	Share %	Responsibility from	Responsibility to	Actions

Endorsement history

Endorsement number Signing date Accounting date Type Premium delta New insured New insured country New reinsured New broker New insurance value Value currency New sum / limit Limit currency New limit type New order % Insurance from Insurance to Reinsurance from Reinsurance to New payment schedule Description Notes

Source	Number	Signing	Accounting	Premium delta	Changes	Actions

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