Financial Institutions

Financial Institutions

Finance professionals – bankers, fund managers, corporate advisers, stockbrokers – are uniquely exposed to litigation risk from regulators, clients and competitors. Experience tells us that such litigation may be driven by media interest, and often increases in times of economic recession.

After more than a decade writing financial institutions (FI) business, our underwriters know the particular risks involved in the financial industry and they work closely with our claims specialists, who manage complex FI losses daily. Our versatile Financial Institutions Professional Indemnity (PI) policies respond dynamically to our FI clients’ needs.

 

Financial Institutions Combined

At a glance:

  • Covers Professional Indemnity, Directors & Officers/managerial liability and crime exposures for financial institutions
  • Three-in-one policy minimises gaps in cover and reduces paperwork
  • Clear wording; simple format
  • Customised to individual clients
  • No unpleasant surprises – we cover what we say we cover.

 

Get in touch with an Underwriter
Christian Manning - Professional & Financial Risks Manager, Southern Region

Christian Manning

Professional & Financial Risks Manager, Southern Region
T: +61 3 9619 9803

Email Profile

Helen Brand - Senior Underwriter, Professional & Financial Risks Manager, QLD

Helen Brand

Senior Underwriter, Professional & Financial Risks Manager, QLD
T: +61 7 3235 8823

Email Profile

Jerome Steyn - Senior Underwriter, Professional & Financial Risks Manager, WA

Jerome Steyn

Senior Underwriter, Professional & Financial Risks Manager, WA
T: +61 8 6188 9503

Email Profile

Josh Luk - Portfolio Manager FI Australia, Professional & Financial Risks

Josh Luk

Portfolio Manager FI Australia, Professional & Financial Risks
T: +61 2 8298 5932

Email Profile

Michael Mahlo - Senior Underwriter, Professional & Financial Risks

Michael Mahlo

Senior Underwriter, Professional & Financial Risks
T: +61 2 8298 5906

Email Profile

Investment Manager's Insurance

At a glance:

  • Covers Professional Indemnity, Directors & Officers liability and crime exposures for financial professionals
  • Suited (but not limited) to:
    • investment managers
    • fund managers
  • Wordings crafted to suit client needs.
Get in touch with an Underwriter
Christian Manning - Professional & Financial Risks Manager, Southern Region

Christian Manning

Professional & Financial Risks Manager, Southern Region
T: +61 3 9619 9803

Email Profile

Helen Brand - Senior Underwriter, Professional & Financial Risks Manager, QLD

Helen Brand

Senior Underwriter, Professional & Financial Risks Manager, QLD
T: +61 7 3235 8823

Email Profile

Jerome Steyn - Senior Underwriter, Professional & Financial Risks Manager, WA

Jerome Steyn

Senior Underwriter, Professional & Financial Risks Manager, WA
T: +61 8 6188 9503

Email Profile

Josh Luk - Portfolio Manager FI Australia, Professional & Financial Risks

Josh Luk

Portfolio Manager FI Australia, Professional & Financial Risks
T: +61 2 8298 5932

Email Profile

Michael Mahlo - Senior Underwriter, Professional & Financial Risks

Michael Mahlo

Senior Underwriter, Professional & Financial Risks
T: +61 2 8298 5906

Email Profile

PI for Financial Institutions

At a glance:

  • Covers Professional Indemnity (PI) for financial professionals
  • Suited (but not limited) to:
    • corporate advisers
    • deposit-taking institutions
    • investment banks
    • underwriting agencies.
Get in touch with an Underwriter
Christian Manning - Professional & Financial Risks Manager, Southern Region

Christian Manning

Professional & Financial Risks Manager, Southern Region
T: +61 3 9619 9803

Email Profile

Helen Brand - Senior Underwriter, Professional & Financial Risks Manager, QLD

Helen Brand

Senior Underwriter, Professional & Financial Risks Manager, QLD
T: +61 7 3235 8823

Email Profile

Jerome Steyn - Senior Underwriter, Professional & Financial Risks Manager, WA

Jerome Steyn

Senior Underwriter, Professional & Financial Risks Manager, WA
T: +61 8 6188 9503

Email Profile

Josh Luk - Portfolio Manager FI Australia, Professional & Financial Risks

Josh Luk

Portfolio Manager FI Australia, Professional & Financial Risks
T: +61 2 8298 5932

Email Profile

Michael Mahlo - Senior Underwriter, Professional & Financial Risks

Michael Mahlo

Senior Underwriter, Professional & Financial Risks
T: +61 2 8298 5906

Email Profile