Investment Management Insurance in Hong Kong - Chubb

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 coverage includes past subsidiaries and employees, and you can stretch it to include those for whom the insured is accountable.

Coverage Highlights


  • 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 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

Defence costs are advanced to the entity as they’re incurred 

The above information is intended to be a general summary for reference only and does not form part of the policy. You should refer to the policy wording for exact terms, conditions and exclusions. The above information shall not be construed as an offer to sell or solicitation to buy or provision of any of our products outside Hong Kong SAR. For further information, please contact Chubb Insurance Hong Kong Limited on +852 3191 6800.

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Contact us to find out how we can help you get covered against potential risks