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    Specific insurance for investment management organisations.

    As one of the sole carriers in the Canadian market, we recognize the need for specialized wordings for Investment Managers as well as Private Equity firms and provide solutions by offering policy wordings separately for each. This recognizes the need of having distinct cover in place for both the firms and the funds that they are responsible for. Cover in both wordings includes:

    • Professional liability
    • Directors and officers liability
    • Associated legal defense, settlement and investigations costs
    • Regulatory costs
    • Full limit mitigation costs cover
    • Automatic reinstatement of E&O limit
    • Damage to reputation
    • Extradition proceedings
    • Health and safety claims
    • Key person.

    Additional accommodations that can be provided

    • XS Side A can be added via endorsement
    • EPL coverage can be sublimited and included via endorsement


    Up to US$25m


    Worldwide coverage

    Investment managers & Private equity team


    Defne Tuncer

    Underwriter - Financial Lines, International

    Defne Tuncer

    Toronto, Canada

    +1 416 777-6847

    Investment managers & Private equity forms


    Financial institutions brochure
    Financial institutions investment managers brochure
    Financial institutions private equity brochure

    Wordings / policies

    Investment management liability and crime wording
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