Management and out-of-court resolution of claims related to the professional liability of lawyers and enforcement agents, healthcare professionals, architects, engineers, among others;

Handling of legal proceedings concerning professional civil liability;

Drafting of legal opinions on civil liability arising from acts or omissions committed in the course of professional practice;

Analysis and monitoring of potential medical liability cases;

Analysis and monitoring of potential liability situations involving directors, officers, and managers (D&O).

Support in determining, interpreting, and applying the relevant legislation;

Analysis, review, and drafting of the general, special, and specific terms and conditions of insurance policies, in accordance with applicable regulations, as well as of pre-contractual information and the Insurance Product Information Document (IPID);

Definition of procedures and documentation related to the performance of the duties and obligations of the parties to the contract, particularly regarding the exchange of information between the parties, payment of premiums, and notification of claims;

Definition of procedures and documentation related to the advertising of insurance contracts;

Definition of procedures and documentation concerning the distance marketing of insurance contracts;

Legal advice to insurance companies, including communications with the supervisory authority.

Incorporation of insurance companies, insurance distributors, and claims representatives;

Establishment of branches and subsidiaries in Portugal by EU insurance companies and insurance distributors under the freedom of establishment regime;

Tax representation in Portugal for foreign companies operating under the freedom to provide services regime;

Advisory on procedures for access to insurance activity, expansion of business, revocation of authorizations, infringements, and sanctions;

Preparation of policies and required documentation to ensure compliance with applicable regulations;

Amendments to corporate bylaws;

Ongoing corporate governance support (including shareholders’ meetings, board resolutions, and other necessary corporate actions);

Mergers and acquisitions involving insurance companies and insurance distributors.

Management of claims investigation processes;

Pre-litigation and litigation claims, settlements, and calculation of damages;

Assessment of material and personal damages;

Institutional relations with the Insurance and Pension Funds Supervisory Authority and the Portuguese Insurers Association, as well as actions before the Customer Ombudsman and the Motor Guarantee Fund, among others;

Judicial and extrajudicial defense in claims from policyholders, insured parties, and/or third parties;

Judicial representation in relation to the following types of insurance contracts:

• Motor vehicle civil liability insurance;

• Other civil liability insurances, including general liability (mandatory or optional), professional liability, and entrepreneurial liability (such as construction, healthcare professionals, and D&O), as well as product liability insurance;

• Property insurance, including fire and theft, among others;

• Financial, credit, and surety insurance;

• Personal insurance: life and supplementary insurance, including Unit Linked policies, as well as accident and health insurance.

Filing claims with insurance companies to activate the insurance contract;

Management and out-of-court negotiation of compensations owed to the injured parties;

Initiation and monitoring of judicial proceedings to determine liability under life, property, health, and personal accident insurance contracts;

Preparation of studies and legal opinions on specific cases of potential insurance claims;

Support and legal management, both judicial and extrajudicial, of processes arising from multi-risk, fire, and theft insurance policies.

Legal advice on the design, drafting, and negotiation of insurance and reinsurance products;

Preparation of legal opinions on various aspects of the insurance sector;

Representation before supervisory authorities to obtain clarifications and understandings regarding specific legal matters;

Drafting, reviewing, and analyzing all types of contracts;

Analysis, negotiation, and implementation of business models with other entities;

Provision of legal assistance in litigation arising from life and non-life insurance;

Support in claims management;

Filing claims with insurance companies and the Customer Ombudsman.

Legal advice and consultancy on regulatory matters related to insurance and pension plans and funds;

Comprehensive legal advice to insurance companies and other insurance distributors on the application of the Insurance Distribution Legal Framework;

Drafting, analysis, and review of insurance distribution and co-mediation contracts, as well as approval policies and design of insurance products, treatment of policyholders, insured parties, beneficiaries or third parties affected, claims management, and Customer Ombudsman procedures;

Definition of procedures and necessary documentation for the promotion and marketing of insurance products, as well as compliance with obligations under the Insurance Distribution Legal Framework;

Establishment of agreements for the joint development, marketing, and distribution of insurance products within the bancassurance framework;

Advice and assistance in establishing collaborations between national and international insurance companies and other insurance distributors;

Ongoing liaison with supervisory authorities, specifically through the submission of inquiries to the regulatory body;

Review of insurance products and pension funds offered by insurance companies and pension fund management companies and their adaptation to current regulations;

Legal advice on acquisitions and transfers of insurance portfolios, creation of collaborations between national and foreign groups, and distribution agreements.

Legal advice to entities in the insurance sector on the application of the General Data Protection Regulation (GDPR);

Legal advice on the collection and processing of personal data;

Development of internal procedures and policies on privacy and personal data protection;

Audits of systems used for processing personal data, aimed at identifying needs and diagnosing critical points where measures must be implemented;

Design and adaptation of prevention and reporting mechanisms for potential personal data breaches.