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
Insurance is issued and underwritten by Chubb Insurance New Zealand Limited NZBN 9429040398037, FSP No. 35924 (Chubb). Please review the relevant policy wording to understand the terms, conditions, limits, and exclusions to decide if the product is suitable for you. Any information provided is general information about our insurance product and not financial advice.
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