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    Neale Stevenson

    Neale Stevenson

    Focus Group Leader Financial Institutions

    Specific insurance for investment management organisations.

    This recognises their individual needs including having distinct cover in place for both the investment managers and the funds that they are responsible for. This cover includes:

    • Civil liability
    • Directors and officers liability
    • Associated legal defence, settlement and investigations costs
    • Regulatory costs
    • Full limit mitigation costs cover
    • Damage to reputation
    • Extradition proceedings
    • Health and safety claims
    • Key person.

    Limits

    Up to US$25m

    Territories

    Worldwide (excluding United States domiciled organisations).

    Investment managers team

    Claims

    Tracy Holm

    Claims Team Leader - SL International

    Tracy Holm

    London, UK

    +44 207 674 7294

    Kieran Patel

    Claims Manager - Crime and FI

    Kieran Patel

    London, UK

    +442076747045

    Underwriters

    Adam Brown

    Financial Institutions Underwriter

    Adam Brown

    London, UK

    +44 207 667 0566

    Tara-Marie Dodd

    Underwriter - Financial Institutions

    Tara-Marie Dodd

    London, UK

    +442076747768

    Lucy Hughes

    Underwriter - FI

    Lucy Hughes

    London, UK

    +442076670673

    Darren Keane

    Underwriter - Financial Institutions

    Darren Keane

    London, UK

    +44207 667 0557

    Smitha Manoj

    Underwriting Assistant

    Smitha Manoj

    London, UK

    +442076747282

    Callum Nyman

    Underwriting Assistant

    Callum Nyman

    London, UK

    +442076747870

    Adam Parr

    Financial Institutions Underwriter

    Adam Parr

    London, UK

    +44 207 667 0567

    Neale Stevenson

    Focus Group Leader Financial Institutions

    Neale Stevenson

    London, UK

    +44207 667 0533

    Ed Stone

    Underwriter - Financial Institutions

    Ed Stone

    London, UK

    +442076747703

    Investment managers forms

    Brochures

    Financial institutions factsheet

    Proposals

    Investment manager proposal form

    Wordings / policies

    Investment managers insurance wording
    Investment managers and breach response services wording
    Financial lines excess policy wording