01.

INVESTMENT MANAGERS

Investment Managers are exposed to litigation claims for financial loss arising out of professional advice and guidance provided to their clients.

 

An Investment Managers Insurance policy protects investment fund managers against risk exposures faced by them in relation to the raising of capital from investors. Importantly, an Investment Managers Insurance policy must now comply with the insurance requirements of the Managed Investments Act 1998 (Cth).

 

Investment Managers Insurance policies – Combine (3) insurance covers into (1) policy:-

 

  • Professional Indemnity insurance
  • Directors & Officers Liability insurance
  • Crime Insurance

 

To form a specialist insurance policy for investment fund managers.

 

By having all (3) coverage sections under the (1) policy overcomes arguments over whether the claim arises out of a breach of the fund manager’s professional duty, or their duty to exercise due care and diligence in the management of the company.

 

Our experienced team of Insurance Brokers will work with you to provide a tailored insurance program to cover your risks.

 

We understand that every business is unique, faced with a range of different risks, some more important than others.

INSURANCE AUDIT

The first step towards getting you the right protection is assessing your current insurance policies to determine the real value of your current premiums.

 

Once this is completed, we work with you on identifying your business or personal risks to make sure your insurance policy is tailored to suit your needs.

COVID – 19 We are here to help you manage your personal & business insurance situation during this crisis. 
Please contact our team for advice & support.