Management & Professional Liability Insurance
The investment industry is operating in an increasingly volatile environment under intense scrutiny. When investment decisions yield lower than expected returns, investment advisors and fund management may become the targets of investigations and litigation. That’s why Crum & Forster offers a specialized insurance solution for investment advisors, mutual funds and private funds.
Our Platinum Protection for Investment Advisors & Funds brings together a full array of Management & Professional Liability coverages into a single, modular policy to provide exactly the protection you need. To learn more, download our Financial Institutions product sheet or contact our underwriters.
Contact
Kristine Christ
Vice President
Commercial Lines
201-334-4714
[email protected]
Downloads
Financial Institutions
Executive Risk Overview
Solutions & Services
Executive Risk
Management Liability
Professional Liability
Cyber Insurance
Crime & Fidelity
Commercial Lines
Claim Services
Insurance for Investment
Advisors & Funds
A customizable product designed specifically for:
- Registered investment advisors
- Mutual funds
- Private funds (hedge funds, PE/VC funds, real estate funds)
- Appetite for Primary
- Registered advisors < $5 billion AUM
- Mutual / Private funds < $2 billion AUM
COVERAGES – CHOICE & FLEXIBILITY
- Investment Advisor Professional Liability
- Investment Advisor Management Liability
- Investment Fund Management & Professional Liability
- Service Provider Professional Liability
- Private Fund Management & Professional Liability
- Employment Practices Liability
- Fiduciary Liability
CAPACITY
- Primary / Excess: $5,000,000
For details, please see our Financial Institutions product sheet or contact our underwriters.
Management Liability
We provide D&O Liability, Employment Practices Liability, Fiduciary Liability and other specialty products for commercial enterprises and financial institutions.
Professional Liability
Our customized coverage solutions address the Errors & Omissions (E&O) risks that providers of professional services face in the course of doing business.
Cyber
Insurance
Our Simple Cyber policy offers coverage for first-party and third-party exposures, 24/7 access to Cyber Response services, and loss control resources.
Crime &
Fidelity
We offer Crime & Fidelity coverages to provide financial protection against losses due to employee dishonesty, theft, fraud, forgery and other exposures.