Investment Managers’ Insurance

As a fund manager you face specific and unique exposures. You require a policy that extends to cover a variety of potential claims including claims arising from any alleged or actual breach of duty, breach of trust, breach of authority, misstatement, or alleged or actual misleading statement by the fund manager or managed investment scheme while performing investment services.

It is also critically important that you are protected from potential claims by investee companies. For instance, if you are sitting on the board of an investee company then you need personal asset protection through the form of a comprehensive directors’ and officers’ insurance policy for your board position. You need the comfort of knowing that you are protected.

You also require certainty of coverage for new funds that might be established or acquired during the policy period. You also may need assistance with exit strategies (like coverage for any warranties and indemnities) when you are looking to exit investments. As a fund manager you need the best advice and protection possible.