(a) The overall business performance and strategy for the insurance consultants, insurance managers or captive insurance firms;

(b) Causing financial statements to be prepared which accurately disclose the insurance consultants, insurance managers, insurance aggregators or captive insurance firms' financial position;

(c) Monitoring management performance;

(d) Convening and preparing the agenda for shareholder meetings;

(e) Monitoring conflicts of interest and preventing abusive related party transactions; and

(f) Assuring equitable treatment of shareholders including minority shareholders.