Quantum Derivation — Set A (Deed Demand Date)

The entire dispute reduces to one question

How much reinsurance premium did Aegon actually receive in Korea, Japan, and Australia? That figure, applied to the contractual rate, determines exactly what commission Harrison is owed.

The core proposition

"Aegon has the answer, admits it has the answer, and refuses to give it. The figures presented here are calculated on Aegon's own declared data — they are a floor, not a ceiling. No innocent party withholds the evidence that proves its innocence."

— Harrison v Aegon / Transamerica Entities, NSW Supreme Court Commercial List
S0-06 — Why this quantum is an estimate Full document in bundle — S0-06

The figures on this page are the answer to a mechanical calculation: apply the agreed contractual rate to the reinsurance premiums actually received. The only reason these figures are estimates rather than exact is that the Defendants hold the underlying premium data and have not produced it.

If the data were produced, quantum would be determined arithmetically. These figures represent the best available derivation from admitted and documentary evidence in the absence of that production. The Defendants admitted in writing through their own senior management that the data exists and was not provided to the commission calculation function. No explanation has been provided.

Total claim
$100,743,642
AUD as at 25 Nov 2025
Principal
$56,697,221
Commission underpayments
Interest
$44,046,421
s.100 CPA 2005 (NSW)
Deed default
121+ days
Demand: 25 Nov 2025
Limitation expiry
Dec 2037
s.16 specialty — 12 years
This page includes an interactive scenario model with full charts and tables. Jump to the scenario model — or scroll down past the claims analysis and select any scenario card to drill into the detail.

The contractual rate — how 1.875% is derived

The EA commission rate converges to 1.875% of gross written premium across all territories through a formula confirmed in Aegon's own correspondence.

25%
Total pool
15%
Distribution partner
2.5%
Fronting fee
=
7.5%
Net to TIMAP
×
25%
Harrison's share
=
1.875%
of GWP — Harrison's entitlement
"In Korea, since we have decided to only fund 2.7% GWP from GPR to IMAP, but to ensure that Keith receives the pre-determined commission of 1.875%, we increase Keith's commission % on IMAP commission to 69.45%."
Michael Eubanks, Division General Counsel, Aegon — CC-1, 1 May 2006

The word pre-determined is Aegon's own. Written by their own General Counsel, it confirms 1.875% was a fixed, agreed entitlement across all territories — not an estimate, not subject to unilateral revision, and not cohort-dependent.

Two concurrent commission streams — not alternatives

Employment Agreement (EA)
$69,456,765
Principal $39,966,577 + Interest $29,490,188
Base Commission at 1.875% of GWP. Korea, Japan, Australia. Post-termination entitlement under Clause 6.7(a) — continues while business remains in force.
Consulting Agreement (CA)
$31,286,877
Principal $16,730,644 + Interest $14,556,233
Bonus Commission. Sliding scale rate × gross premium × ADMS assumed risk %. Run-off at two-thirds from July 2005. Same premium base — not an alternative to EA commission.

Deed of Guarantee — 121+ days in default

Demand was made on TLIC (NAIC 69078) on 25 November 2025. The compliance deadline was 3 December 2025. TLIC has not paid, not responded, and not disputed the demand. The Deed is presently enforceable by summary judgment — TLIC has no merits defence, only quantum is contestable. The 12-year specialty limitation period runs to December 2037, making this the primary and limitation-proof cause of action.

Defendants and basis of liability

Defendant Full name Basis of liability Exposure
First Defendant Transamerica Insurance Marketing Asia Pacific Pty Limited (TIMAP) (ACN 082 524 730) EA and CA primary liability — commission calculation and payment obligation $100,743,642
Second Defendant AIA / Aegon Insights Australia Pty Ltd (ACN 082 524 785), now Hallmark Australia Services Pty Ltd Joint and several — EA commission chain; revenue chain participation $100,743,642
Third Defendant TLIC (NAIC 69078) — Transamerica Life Insurance Company, Iowa Deed of Guarantee and Undertaking — unconditional guarantee; summary judgment pathway; 12-year specialty limitation to Dec 2037 $100,743,642
All three defendants jointly and severally liable. Aegon N.V. and Aegon Ltd excluded as named defendants — right to join reserved. $100,743,642

Explore the damages in depth — click any section below

Legal architecture
The three corrections
How each claim works independently. The Korea rate reduction, cohort removal, and growth/decay correction — and every combination the Court can uphold.
Read the claims analysis →
Quantification
Numbers by territory
Korea, Japan, and Australia broken down by EA and CA stream. Interest methodology explained. Full consolidated summary table.
See the quantum breakdown →
Evidentiary basis
Why these are floors
Why $100.7M is a minimum, not a ceiling. What data Aegon holds and refuses to produce. Jones v Dunkel. Chaplin v Hicks.
Understand the floor →
▶ Interactive
Scenario model
Select any of 10 scenarios to load the full breakdown — principal, interest, market charts, EA / CA split. Base case pre-loaded. Click to drill down.
▼ Open scenario model below

Damages scenario model — select a view to explore

The model pre-calculates damages for every possible outcome — three traditional views and seven layer-based judicial combinations. Click any card below to see the full breakdown: principal, interest, market split, EA / CA contract split, and charts. The layer methodology explainer at the bottom sets out how the three claims interact.

How to use this section: Click any scenario card to load its full detail below. Then scroll down to see the breakdown. Click the dark “Understanding the layer methodology” bar to open the full legal explanation.
Traditional scenarios — all three corrections combined
Layer-based scenarios — judicial claim combinations
▼  Select a scenario above to load its full breakdown here  ▼

The layer framework mirrors how courts decide cases. Rather than one composite number, it maps the damages consequence of every possible judicial finding. The Court may uphold any single claim, any combination, or all three.

The correct sequence: Claim 3 is the root and fundamental breach — Aegon was never permitted to use estimates; the contracts required actuals. Claim 2 compounds that root breach: having used unauthorised estimates, Aegon then further reduced even those by applying a cohort restriction its own insurers confirmed they could not implement. Claim 1 is a third, independent wrong — the unauthorised Korea rate reduction. Aegon must defeat all three to reduce recovery to its baseline. Harrison need only establish one.
Claim 1
Korea rate correction
Was Aegon authorised to reduce the Korea commission rate from 1.875% to 0.375% without a written amendment signed by Harrison?

Restores the Korea rate to 1.875% GWP on Aegon’s own declared figures. No other changes. No growth assumptions. No cohort adjustment. Purely: apply the correct rate to the numbers Aegon itself declared.

Data required: Aegon’s own declared Korea GWP — already in evidence. No expert, no growth assumption, no actuarial input.

~$13.65M principal (Layer 1 alone) — ~24% of total principal
Claim 2
Cohort restriction — compounding the root breach
Having already substituted unauthorised estimates for actual premiums, was Aegon then further entitled to reduce even those estimates by applying a certificate-level cohort restriction with no contractual foundation, no amendment, and no data to support it?

The contracts define the commission base as Reinsurance Premium paid or due from Insurers under named reinsurance treaties — a closed definition. Only refunds and premium tax are permitted deductions. There is no authority anywhere in the contractual suite for certificate-level cohort segmentation.

Ten independently dispositive grounds defeat the cohort argument (Doc 3.3). The defined business is the named reinsurance treaty, not downstream consumer certificates. The continuation trigger is objective receipt of reinsurance premium. Any modification required written agreement across three instruments — none was ever executed.

Seven years of aggregate operations (1998–2005) confirm the contractual meaning. The cohort restriction was invented 24 hours after Harrison’s termination, without notice or amendment. Aegon’s own insurers admitted they “were not able to provide the split” (CC-8, Feb 2022).

10 independent grounds, each dispositive alone (Doc 3.3) — ~63% of base case standing alone
Claim 3
Estimates — the root and fundamental breach
Was Aegon permitted to use estimates at all? The contracts required actual reinsurance premiums received. Aegon held those figures, admitted it held them, and chose not to use them. Using estimates was the fundamental breach — everything else follows from it.

The contracts were unambiguous: commission was to be calculated on actual reinsurance premiums received. Aegon held those figures month by month throughout the entire 20-year period. It chose not to use them, substituting a mechanical decay formula without actuarial basis or contractual authority.

Aegon’s own admission (CC-15, August 2024) confirms the actual data “was available but not shared with the commission payment team.” All four instruments in the suite use identical actual-receipt language. None uses the word estimate, formula, persistency factor, lapse, or decay.

Aegon’s remedy: Produce the actual bordereaux. The conservative 5% growth proxy is replaced by actuals on production. Basis: Chaplin v Hicks [1911]; Jones v Dunkel (1959).

The root breach — all other claims are reductions imposed on top of this fundamental wrong
All eight possible judicial outcomes — pre-calculated

No re-calculation required for any outcome.

# Judicial outcome Claim 1Korea rate Claim 2Cohort Claim 3Estimates Layer Total
0No claims upheldAegon baseline
1Korea rate onlyLayer 1$11.4M
2Cohort correction onlyLayer 2$70.1M
3Estimates correction onlyLayer 3$37.3M
4Korea rate + cohortLayer 1+2$81.5M
5Korea rate + estimatesLayer 1+3$48.7M
6Cohort dismissed — estimates correction on Aegon’s own restricted figuresLayer 2+3$107.4M
7All three claims upheldLayer 1+2+3$118.8M

Outcome 6 is strategically critical: even if the cohort claim is dismissed, Claim 3 corrects Aegon’s decay distortion on its own restricted figures — recovering $107.4M, which is 96% of the pleaded claim without the cohort argument.

The floor principle

Every figure is calculated on Aegon’s own declared data — it is a floor, not a ceiling. When Aegon produces actual bordereaux, figures will be recalculated and will be higher. Claims 1 and 2 are proved on Aegon’s data already in evidence. Only Claim 3 uses a conservative proxy — because Aegon refuses to produce the records that would replace it.

S7-11 | Damages Model — Two Views Explained | v1 | March 2026 | Series 7
Doc 3.3 | Cohort Rebuttal — Ten Independent Grounds | March 2026 | Series 3
Source documents
The following Series 7 documents underlie this overview page. Each entry links to a specific section — click to open the bundle document, then navigate to the relevant Part.
S7-01 · Introduction & Context
How the underpayment occurred
  • Part 1 — The one questionThe central proposition: how much premium did Aegon actually receive?
  • Part 2 — The two contractsEA and CA streams explained; the 1.875% rate derivation; Eubanks letter CC-1
  • Part 5 — The Deed of GuaranteeTLIC as successor guarantor; demand date; default period; limitation expiry Dec 2037
  • Part 7 — Series 7 document mapNavigation guide across all ten Series 7 documents
S7-07 · Damages Summary for Pleading
The claim at a glance
  • Part 1 — Purpose and statusCourt-facing summary; conservative basis certification
  • Part 2 — The claim at a glance$100,743,642 total; EA/CA split; interest as percentage of principal
  • Part 3 — How each dollar arisesComponent-by-component construction of the total figure
  • Part 7 — Cross-reference map to SOCLinks each quantum component to its Statement of Claim paragraph