The perfect plan for planners
The insurance market for Financial Planners has changed dramatically in the last few years, which means if you’re a planner looking to be really covered, you need a plan. Our team of Professional Service insurance specialists have specifically shaped a range of policies to meet the needs of both large national corporate entities and small, individually owned practices, plus they have RG126 requirements at their core.
Professional Indemnity insurance is the required cover for all accounting professionals. Our policy has been custom built to adhere with industry expectations and IPA by-laws, ensuring you are compliant and really covered. This customised policy includes cover for:
- Negligence
- Civil liability
- Infringement of intellectual
property rights
- Loss of client documents
- Losses from employee dishonesty
Wrongful dismissal actions, theft or fraud by staff, shareholder disputes or other management issues can result in legal action that significantly impacts the finances of your business. None of these risks are covered by standard business insurance policies such as Professional Indemnity.
Management Liability insurance can cover you or your clients for costs associated with investigating and defending a claim, as well as any damages awarded against the business or its directors.
Cyber Liability covers your business in the case of a cyber-attack. Any business that stores sensitive data on an electronic device should protect themselves from this exposure. Our Cyber Crime insurance policy covers your business for:
- Costs related to incident
management and business
interruption
- Damages and costs to third
parties
- Direct losses and legal
liabilities arising from cyber
breaches
- Coverage can also be included
for Social Engineering
Private Equity and Mergers & Acquisitions
Transactions in the Private Equity and M&A landscape all have their own lifecycle and need individually tailored solutions that can be developed quickly before, during and after the transaction to respond to what can be an extremely fluid and inherently risky environment. These solutions include insurance due diligence, transaction liability insurance, Human Resources M&A solutions, and environmental liability Insurance.
A unique product we’ve designed for the Investment community, created to protect investment managers, responsible entities, investment trusts or funds and the professionals who run them, as well as their directors and officers. Combines Professional Liability, Crime Cover, Professional Indemnity and Directors and Officer Liability/Company Reimbursement in one package.
Offer your clients the same high-quality insurance coverage you give yourself while broadening the services you provide and increasing your revenue streams with our generous referral fees.
For a small, tax deductible fee, Tax Audit insurance covers you in case your business or its related entities is selected for review or audit by a government body such as the Australian Taxation Office - something that can happen randomly, even when everything has been done to make your return fully compliant.