Investment Management Insurance | Chubb

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Investment Management Insurance

In an industry that involves big sums of money and client confidence, it’s wise to protect your investment managers, fund managers and the like from on-the-job risks – from breach of trust to fraud

Chubb’s Investment Management Insurance coverage  includes past subsidiaries and employees, and you can stretch it to include those for whom the insured is accountable.



  • Covers claims arising from acts, errors, omissions, breach of duty, breach of trust, breach of authority, misstatement or a misleading statement by the investment manager or managed investment scheme in the course of conducting investment-related services
  • Includes fraud, dishonesty, theft, computer or funds transfer fraud, counterfeiting, forgery, or criminal damage by any employee or third party
  • Provides protection for the investment manager, managed investment scheme, responsible entity and the 
  • Defence costs are advanced to the entity as they’re incurred
  • compliance committee
  • Broad definition of ‘Investment Services’
  • Extends to persons for whom the responsible entity is accountable
  • Covers all past or present subsidiaries as well as all directors, officers or employees
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