Why do I need an IMI policy?

Fund managers face a range of complex exposures stemming from regulatory changes, global market volatility and increasing client expectations. Investment managers are susceptible to a potentially devastating lawsuit, regulatory proceeding, or written demand by a disgruntled client. 

A tailored IMI policy therefore provides protection to both the organisation and individuals against claims from acts, errors, breaches of duty or theft of funds while conducting investment management services.

What does Investment Management Insurance cover?

Investment Management Insurance offers protection if a claim is to arise, covering costs such as:

  • Legal and court related costs
  • Public Relations
  • Theft or scam
  • Investigative related expenses
  • Damages and Compensation
  • Appearance at inquiries

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Contact Us

Contact Information

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