Investment Management Insurance
Investment Management Insurance
In a high-stakes industry, it's vital to protect investment managers from risks
Chubb’s Investment Management Insurance coverage includes past subsidiaries and employees, and you can stretch it to include those for whom the insured is accountable.
Coverage
Benefits
- Covers claims arising from acts, errors, omissions, breach of duty, breach of trust, breach of authority, misstatement or a misleading statement by the investment manager or managed investment scheme in the course of conducting investment-related services
- Includes fraud, dishonesty, theft, computer or funds transfer fraud, counterfeiting, forgery, or criminal damage by any employee or third party
- Defence costs are advanced to the entity as they’re incurred
- Provides protection for the investment manager, managed investment scheme, responsible entity and the compliance committee
- Broad definition of ‘Investment Services’
- Extends to persons for whom the responsible entity is accountable
- Covers all past or present subsidiaries as well as all directors, officers or employees
Chubb only provides general advice and does not consider your objectives, financial situation or needs. To decide if this product is right for you and to obtain a copy of the Expatriate Insurance Policy Wording and Product Disclosure Statement (PDS), contact a Chubb Independent or Global Broker Unit representative today.
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