Investment Managers Insurance

Are you in the investment, financial industry or hold client funds?   

If so, safeguarding your professional journey is critical. Investment Managers Insurance has been specifically designed for professionals like you. Investment Managers Insurance provides you comprehensive protection through a conglomeration of policies, which ensures that you comply with license requirements, including..

Directors & Officers Liability – This is a crucial component of Investment Managers Insurance. Director’s & Officer’s Liability (D&O) will protect (the personal assets of) directors and officers, as well as the Company against an alleged wrongful acts committed in the management of the company; for which Directors & Officers of a company can be personally liable under legislation and civilly.

Professional Indemnity – This is another vital inclusion within the Investment Managers Insurance framework. Professional indemnity provides protection against claims made by a client, alleging they have suffered a financial loss as a result of negligence or a breach of professional duty.   

Fidelity Insurance – Also known as Fraud and Crime protection, this is a cornerstone of Investment Mangers Insurance. This facet of Investment Managers Insurance mitigates the risks associated with fraudulent activities, giving you confidence that your assets and reputation are protected from potential harm.

In the ever-evolving world of finance, having Investment Managers Insurance is not just a precautionary measure; it’s a strategic decision to protect your business and build trust with your clients, so you can confidently focus on growing and safeguarding your clients’ investments.

Business this is recommended for: 

Financial services licensees (AFSL), equity fund managers, fx dealers, Private Equity Managers, Venture Capitalists, REIT’s, Infrastructure Fund Managers, Agriculture Managed Investment Schemes, Mortgage Fund Managers, Fund Managers, Banks, Credit Unions, Building and Friendly Societies and their representatives that manage assets on behalf of investors.