Financial Approach (FI)

The progressive increase in claims against financial institutions are set to reach record levels, particularly considering the current challenges facing the global financial markets and their participants. The inherent volatility now more than ever exposes investment managers to both management and professional liabilities and duties that they owe to the various stakeholders in their business.

Target Markets

  • Traditional Investment Managers including Equity and Debt (Wholesale and Retail) Fund Managers
  • Property Trusts and Real Estate Investment Trusts
  • Private Equity and Venture Capital Fund Managers

Document Downloads

Policy Wordings

Proposal & Addendums

Fact Sheets