Management Liability for Financial Institutions

Asset Management Protector by Chubb

  • Addresses a full range of asset management industry and organizational models, products and services.
  • Customizable to each company’s individual business and insurance needs, and easily adapts to the firm’s organizational changes.
  • A modular insurance solution consisting of a declarations page and a number of coverage parts for asset management firms that include the following: Professional Liability, Directors and Officers Liability, Employment Practices Liability and Fiduciary Liability. For Investment funds and private funds, there is professional liability and D&O coverage.

Asset management firms face an unprecedented array of potential professional and management liability exposures, which can result in  devastating lawsuits, regulatory proceedings, or written demands by dissatisfied clients. Defence and settlement costs can escalate to millions of dollars and result in immeasurable damage.

Coverage Highlights

Client Profile

Designed with flexibility in mind, Asset Management Protector addresses the professional and management liability insurance needs of a wide range of asset management industry organization types, including:

  • Investment advisers
  • Mutual funds
  • Hedge funds
  • Fund of funds
  • Real estate investment trusts (REITs)
  • Private real estate funds

Applications and Forms

Asset Management Protector Application – New Business
Asset Management Protector Application – New Business
Asset Management Protector Application - Renewal
Asset Management Protector Application - Renewal