Financial Institution Portfolio by Chubb
Chubb Specialty Insurance

Sophisticated financial institutions have complex financial exposures.

That’s why Chubb developed Financial Institution Portfolio^{SM _} an insurance solution for banks and thrifts, insurance companies, securities firms, and asset management companies. This modular package includes coverages for:

Financial Institution Portfolio Features

• The policy is designed to eliminate potential coverage gaps that could be created by the purchase of separate policies from different carriers.
• Customers may select only the coverages they need, either separately or in any combination.
• Coverages are designed to complement Chubb’s full suite of insurance products for banks, including Banker’s Professional Liability (E&O), Financial Fidelity (Bond), Cyber (crime and liability), and Property and Casualty.

Financial Institution Portfolio is for:

• Banks and thrifts with >$1 billion in assets.
• Insurance companies and securities firms with >$1 billion in assets.
• Asset management companies
  • Investment advisers with >$10 billion in assets under management.
  • Other asset management firms that prefer to buy standalone towers of D&O, EPL, or Fiduciary coverage.

For more information, contact your trusted agent or broker or email csi-info@chubb.com with questions.

Search our Forms & Applications

Brochure (.pdf, 74k) *

* PDFs require the free Adobe Acrobat Reader. Get it here. Click here to read guidelines for usage and important legal information.