Catastrophe Bond & Insurance-Linked Securities Investment Application

Professional Catastrophe Bond Investment Application Form

Catastrophe bonds and insurance-linked securities (ILS) represent a sophisticated asset class offering portfolio diversification through uncorrelated returns. This Catastrophe Bond & Insurance-Linked Securities Investment Application template helps investment firms, asset managers, and specialized ILS funds evaluate qualified investors for these alternative risk transfer instruments.

Why use Paperform for catastrophe bond applications?

Investment in catastrophe bonds, pandemic bonds, and mortality risk transfer instruments requires detailed due diligence and investor qualification. This template streamlines the application process by collecting comprehensive investor information, risk tolerance assessment, and portfolio objectives in a professional, secure format.

Key features of this template:

• Investor qualification screening – Verify accredited investor status and regulatory compliance requirements
• Risk assessment framework – Evaluate understanding of trigger mechanisms, correlation benefits, and potential total loss scenarios
• Portfolio allocation analysis – Capture investment objectives, target allocation percentages, and diversification goals
• ILS-specific disclosures – Ensure investors understand catastrophe modeling, seasonal risks, and pricing dynamics
• Secure data collection – SOC 2 Type II compliant infrastructure protects sensitive financial information

Streamline investor onboarding with automation

Once an investor submits their application, you can use Stepper to automatically route applications for review, trigger compliance checks, send follow-up documentation requests, and update your CRM or portfolio management system. This reduces manual processing time and ensures consistent evaluation across all applications.

For investors who are approved, you can use Papersign to send subscription agreements, risk disclosure documents, and investment management agreements for secure eSignature—keeping the entire investor onboarding process digital and audit-ready.

Who should use this form?

This template is ideal for:

• Hedge funds and asset managers specializing in insurance-linked securities and alternative risk premia
• Institutional investors evaluating catastrophe bond allocations for portfolio diversification
• ILS fund managers conducting investor due diligence and suitability assessments
• Family offices seeking uncorrelated return sources outside traditional equity and fixed income
• Reinsurance intermediaries connecting institutional capital with catastrophe risk transfer opportunities

Catastrophe bonds and pandemic bonds offer unique return profiles driven by natural disaster probabilities and mortality events rather than market cycles. This form ensures you collect the detailed information needed to match sophisticated investors with appropriate ILS investment opportunities while maintaining regulatory compliance and investor protection standards.