Investment Managers Insurance

This Investment Managers Insurance (IMI) policy is an umbrella program that provides protection for the Professional Indemnity (PI), Directors & Officers (D&O) and Crime exposures faced by the fund manager and its funds under management. It is imperative that investment managers have appropriate protection for financial liabilities that may arise from their business activities.

Without significant amendments a traditional PI or D&O policy will not cater to the exposures faced by an Investment Manager.

Our IMI policy provides cover for the Investment Manager, the compliance committee members, agents and custodians, and investment funds/schemes under management.

This product is suitable for Investment Managers and Fund Managers

The broad exposures faced by today’s investment managers are:

• Violations of investment management contracts;
• Mismanagement or failure to supervise, for example where an Investments Manager appoints a rogue portfolio manager;
• Non fraudulent misrepresentation, for example, failure to clearly specify tax implications of investments;

You can be sure that you have a dedicated partner in Chartis.  We are focused in answering your insurance needs today and anticipating tomorrow’s.  We aim for each client relationship to be a true partnership and will take on your challenges as if they were our own. 

By meeting straightforward needs as well as solving complex issues, we make your confidence our number one priority. 

Chartis is a world leading property-casualty and general insurance organisation serving more than 70 million clients in over 160 countries and jurisdictions. With a 90-year history, one of the industry's most extensive ranges of products and services, deep claims expertise and excellent financial strength, Chartis enables its commercial and personal insurance clients alike to manage virtually any risk with confidence.