Investment Managers Liability Insurance

What is it?

At Cooper Professional Risks (CPR), we understand the complex nature of investment management. The regulatory environment continues to expand and the potential exposure faced by an investment manager continues to increase. The pressure on Investment Managers to meet their clients expectations creates enormous demands which can lead to mistakes.
Therefore a specially tailored liability cover fully catering for the Investment Management type professions is offered by a number of insurers which we can on your behalf.

Who can be covered?

• equity/fixed interest/diversified fund managers
• funds managers
• venture capital fund managers
• asset allocation consultants
• research houses
• private equity fund managers
• property/infrastructure fund managers
• hedge fund managers.
Types that are difficult to obtain cover include mortgage fund managers and agriculture fund managers.

How is it covered?

Insurers may bundle together up to five primary insuring clauses in any combination with limits either shared or separated into the following:
• Directors and Officers Liability
• Company Reimbursement
• Entity Securities
• Professional Indemnity
• Crime/Fidelity
The professional indemnity will normally cover the creation, operation and management of an investment structure, funds managed under instruction, marketing of investment structures or authority, portfolio management and asset allocation services, professional supervision, administration, custodial or registry services, responsible entity or trustee services and any publications.

Crime cover includes internal (employee related) crime and external (third party related crime). External can include theft, forgery, fraudulent alteration, counterfeiting and computer fraud.

Who can help?

An insurance broker's role is to act as your representative and work in your interests, seeking the best cover at the best price for you from market knowledge. Call a good one.
Call CPR – Experts who will save you.

Latest News

Robert Cooper - one of 100 faces of small business

This week it was announced as part of Small Business Week,  that Robert has been named one of the 100 faces of small business for a State Government promotion on the great value that small businesses play in the State of Queensland.

You can see Robert's entry here:

It is the third accolade for CPR Insurance Services in a month and after seven and a half years in business is a real pep up for the company.

For Robert, it is the culmination of many years experience, becoming well qualified, experiencing the highs and lows of a career and always wanting to contribute to his community. Sometimes, these things just come together and you receive recognition for your efforts.

Robert says that there is no doubt that starting your own business is a huge challenge, but with the right research and planning, the right people around you and a good set of values that you apply to the vision of the company, you have a very good chance of making it all succeed.

Robert says he is lucky. He has a strong supportive Wife, Mandy, who is also part of the business, along with efficient and hard working staff such as Julia McLauchlan and Aidan Harmer who are building up their own skills in a learning environment. 

However, the most important and most supportive people for CPR Insurance Services are our clients who have stuck by us and supported us over the past seven years. Our focus remains on providing the best possible service we can and always acting in their best interests. To all our clients, we say thank you!

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CPR Insurance wins Brokerage of the year

CPR Insurance Services picked up the award for the Best Brokerage (1-5 staff) in Australia, last Friday Night (4th May 2018) at the Insurance Business Magazine Awards held at the Westin in Sydney.

Judging came from various parts of the industry. It is a great honour to be recognised for our hard work and particular Business values we follow. A full list of winners is listed here.

Success comes from having great staff, and we thank Aidan Harmer and Julia McLauchlan as important support staff for helping us win such an award.

CPR Insurance has been in operation for more than 7 years now and is only successful because of the wonderful support from our staff, insurers and most importantly, our fantastic clients who put their faith and trust into our company to be their Risk Advisers and Brokers. 

Thank you to all.

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