Search

Close

About us
Liability
Featured
WebRater

Streamline the quote and bind process with the WebRater. 10 available products to quote now. 

Document library

Download all our policy wordings, proposal and claims forms, and product profiles.

Regions

Australia

Don’t see a country you’re looking for?

Investment Managers insurance


Australia has one of the largest and fastest growing investment management sectors in the Asia Pacific region. Furthermore, it's predicted to grow to over $3 trillion in funds under management by 2030.

Our Investment Managers insurance has been specifically designed for the needs of Australian investment management firms.

It combines multiple coverage sections into one easy to transact policy form, providing convenience and peace of mind to investment management professionals.

We recognise the unique risks faced by investment managers in today's complex and demanding regulatory environment. Our specialist expertise in this industry allows us to offer bespoke solutions which can be tailored to a policyholder’s unique risk profile.

Architecture

Risk appetite

Preferred risks:
  • Equity fund managers
  • Private equity managers
  • Venture capitalists
  • REITs
  • Infrastructure fund managers
  • Fixed interest fund managers
  • Hedge funds
  • Listed property trusts
  • Listed investment companies
  • Exchange traded funds
  • Non-mortgage credit funds
  • Ethical/sustainable funds


Non-preferred risks:
  • Agricultural managed investment schemes
  • Mortgage fund managers
  • Time share schemes
  • Film schemes
  • Horse or dog racing/breeding syndicates
  • Art fund managers
  • Fund administrators
  • Property developments funds
  • Cryptocurrency funds

Coverage sections

Professional indemnity
Directors and officers liability
Employment practices liability
Statutory liability and supplementary legal costs
Crime protection

Additional benefits

Panel counsel
Contract review service
Loss mitigation and rectification
Whistleblower hotline

Capacity

 

Professional Indemnity
$10,000,000
Directors and officers liability
$10,000,000
Employment practices liability
$1,000,000
Statutory liability and supplementary legal expenses
$5,000,000
Crime protection
$10,000,000

Need a hand?

Get in contact

Dedicated underwriting teams

 

To discuss a risk, please reach out to our Financial Lines specialty underwriting team.