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

CPR Insurance Services Awarded Authorised Representative Insurance Business of the Year for 2019

Mandy and Robert Cooper were proud to receive the inaugural Authorised Representative Business of the Year from ANZIIF in the Australian Insurance Industry Awards for 2019.

We share this award with all our staff, Lauren, Guy and Sarah and thank them for their dedication in providing the best possible customer service. We also thank our clients who have made our business what it is today. We thank you all so much.

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Finalist in the Insurance Industry Awards

We were pleased to be advised this week that we are a finalist in the Australian Insurance Industry Awards in the category of Most Outstanding Authorised Representative Business for 2019.

Our company very much appreciates the accolade and just being nominated is prestigious to us. The awards ceremony is in August and we will see how we go, but being in the Top 4 is a credit to our team who have worked tremendously hard in the last eight years.

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