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Management & Professional Liability
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Management & Professional Liability
This suite of coverages protects the "minds" of the firm—the decisions made by leadership and the professional services provided to clients.
Directors & Officers (D&O):
Protects the personal assets of directors and officers (and the entity itself) against "wrongful acts" in the management of the company.
Errors & Omissions (E&O) / Professional Liability:
Specifically designed for asset managers and investment advisors to cover claims of professional negligence.
Cyber Liability & Data Breach:
Covers the high costs associated with digital threats and data privacy.
Employment Practices Liability (EPLI):
Protects the firm against claims brought by employees or candidates.
Fiduciary Liability:
Protects the firm and individual fiduciaries against claims alleging a breach of the duties imposed by ERISA.
Bond Coverage (Surety):
Acts as a financial guarantee of "Character and Capability"—ensuring that the firm fulfills its contractual obligations and legal promises to third parties