Financial Institutions

Financial Institutions

Finance professionals – bankers, fund managers, corporate advisers, stockbrokers – are uniquely exposed to litigation risk from regulators, clients and competitors. Experience tells us that such litigation may be driven by media interest, and often increases in times of economic recession.

After more than a decade writing financial institutions (FI) business, our underwriters know the particular risks involved in the financial industry and they work closely with our claims specialists, who manage complex FI losses daily. Our versatile Financial Institutions Professional Indemnity (PI) policies respond dynamically to our FI clients’ needs.

 

Financial Institutions Combined

At a glance:

  • Covers Professional Indemnity, Directors & Officers/managerial liability and crime exposures for financial institutions
  • Three-in-one policy minimises gaps in cover and reduces paperwork
  • Clear wording; simple format
  • Customised to individual clients
  • No unpleasant surprises – we cover what we say we cover.

 

Find an Underwriter
Christian Manning - Risk & General Business Manager & Southern Region Manager, PFR

Christian Manning

Risk & General Business Manager & Southern Region Manager, PFR
T: +61 3 9619 9803

Email Profile

Christopher Brassil - Underwriter, Professional & Financial Lines

Christopher Brassil

Underwriter, Professional & Financial Lines
T: +61 7 3235 8842

Email

Helen Brand - Assistant Vice President – Professional & Financial Risks & Queensland Branch Manager

Helen Brand

Assistant Vice President – Professional & Financial Risks & Queensland Branch Manager
T: +61 7 3235 8823

Email Profile

James Kyte - Underwriter, Professional & Financial Risks

James Kyte

Underwriter, Professional & Financial Risks
T: +61 2 8047 3343

Email Profile

Jerome Steyn - Assistant Vice President, Professional & Financial Risks Manager, WA

Jerome Steyn

Assistant Vice President, Professional & Financial Risks Manager, WA
T: +61 8 6188 9503

Email Profile

Josh Luk - Assistant Vice President & Portfolio Manager - Financial Institutions

Josh Luk

Assistant Vice President & Portfolio Manager - Financial Institutions
T: +61 2 8298 5932

Email Profile

Michael Mahlo - Senior Underwriter, Professional & Financial Risks

Michael Mahlo

Senior Underwriter, Professional & Financial Risks
T: +61 2 8298 5906

Email Profile

Simon Jenvey - Senior Underwriter, Professional & Financial Risks

Simon Jenvey

Senior Underwriter, Professional & Financial Risks
T: +61 3 9619 9835

Email Profile

Investment Manager's Insurance

At a glance:

  • Covers Professional Indemnity, Directors & Officers liability and crime exposures for financial professionals
  • Suited (but not limited) to:
    • investment managers
    • fund managers
  • Wordings crafted to suit client needs.
Find an Underwriter
Christian Manning - Risk & General Business Manager & Southern Region Manager, PFR

Christian Manning

Risk & General Business Manager & Southern Region Manager, PFR
T: +61 3 9619 9803

Email Profile

Christopher Brassil - Underwriter, Professional & Financial Lines

Christopher Brassil

Underwriter, Professional & Financial Lines
T: +61 7 3235 8842

Email

Helen Brand - Assistant Vice President – Professional & Financial Risks & Queensland Branch Manager

Helen Brand

Assistant Vice President – Professional & Financial Risks & Queensland Branch Manager
T: +61 7 3235 8823

Email Profile

James Kyte - Underwriter, Professional & Financial Risks

James Kyte

Underwriter, Professional & Financial Risks
T: +61 2 8047 3343

Email Profile

Jerome Steyn - Assistant Vice President, Professional & Financial Risks Manager, WA

Jerome Steyn

Assistant Vice President, Professional & Financial Risks Manager, WA
T: +61 8 6188 9503

Email Profile

Josh Luk - Assistant Vice President & Portfolio Manager - Financial Institutions

Josh Luk

Assistant Vice President & Portfolio Manager - Financial Institutions
T: +61 2 8298 5932

Email Profile

Michael Mahlo - Senior Underwriter, Professional & Financial Risks

Michael Mahlo

Senior Underwriter, Professional & Financial Risks
T: +61 2 8298 5906

Email Profile

Simon Jenvey - Senior Underwriter, Professional & Financial Risks

Simon Jenvey

Senior Underwriter, Professional & Financial Risks
T: +61 3 9619 9835

Email Profile

PI for Financial Institutions

At a glance:

  • Covers Professional Indemnity (PI) for financial professionals
  • Suited (but not limited) to:
    • corporate advisers
    • deposit-taking institutions
    • investment banks
    • underwriting agencies.
Find an Underwriter
Christian Manning - Risk & General Business Manager & Southern Region Manager, PFR

Christian Manning

Risk & General Business Manager & Southern Region Manager, PFR
T: +61 3 9619 9803

Email Profile

Christopher Brassil - Underwriter, Professional & Financial Lines

Christopher Brassil

Underwriter, Professional & Financial Lines
T: +61 7 3235 8842

Email

Helen Brand - Assistant Vice President – Professional & Financial Risks & Queensland Branch Manager

Helen Brand

Assistant Vice President – Professional & Financial Risks & Queensland Branch Manager
T: +61 7 3235 8823

Email Profile

James Kyte - Underwriter, Professional & Financial Risks

James Kyte

Underwriter, Professional & Financial Risks
T: +61 2 8047 3343

Email Profile

Jerome Steyn - Assistant Vice President, Professional & Financial Risks Manager, WA

Jerome Steyn

Assistant Vice President, Professional & Financial Risks Manager, WA
T: +61 8 6188 9503

Email Profile

Josh Luk - Assistant Vice President & Portfolio Manager - Financial Institutions

Josh Luk

Assistant Vice President & Portfolio Manager - Financial Institutions
T: +61 2 8298 5932

Email Profile

Michael Mahlo - Senior Underwriter, Professional & Financial Risks

Michael Mahlo

Senior Underwriter, Professional & Financial Risks
T: +61 2 8298 5906

Email Profile

Simon Jenvey - Senior Underwriter, Professional & Financial Risks

Simon Jenvey

Senior Underwriter, Professional & Financial Risks
T: +61 3 9619 9835

Email Profile

Find a Claims specialist

Find a Claims specialist
Alison Kerr - Assistant Vice President & Claims Manager, Professional & Financial Risks

Alison Kerr

Assistant Vice President & Claims Manager, Professional & Financial Risks
T: +61 2 8298 5956

Email Profile

Angela Messih - Senior Claims Specialist, Professional & Financial Risks

Angela Messih

Senior Claims Specialist, Professional & Financial Risks
T: +61 2 8047 3325

Email Profile

Erliza Erwin - PST Specialist, Claims

Erliza Erwin

PST Specialist, Claims
T: +60 3 2082 4057

Email Profile

James Thomas - Assistant Vice President & Technical Claims Manager, Professional & Financial Risks, Asia Pacific

James Thomas

Assistant Vice President & Technical Claims Manager, Professional & Financial Risks, Asia Pacific
T: +61 2 8298 5937

Email Profile

Jonathan Lee - Senior Claims Specialist, Professional & Financial Risks

Jonathan Lee

Senior Claims Specialist, Professional & Financial Risks
T: +61 7 3235 8843

Email Profile

Kate Mitrevski - Senior Claims Specialist, Professional & Financial Risks

Kate Mitrevski

Senior Claims Specialist, Professional & Financial Risks
T: + 61 2 8298 5953

Email Profile

Kevin Nhan - Senior Claims Specialist, Professional & Financial Risks

Kevin Nhan

Senior Claims Specialist, Professional & Financial Risks
T: +61 3 9619 9828

Email Profile

Rebecca McIntyre - Senior Claims Specialist, Professional & Financial Risks

Rebecca McIntyre

Senior Claims Specialist, Professional & Financial Risks
T: +61 2 8298 5938

Email Profile

Robert Mercer - Senior Vice President & Head of Claims, Asia Pacific

Robert Mercer

Senior Vice President & Head of Claims, Asia Pacific
T: +61 2 8047 3317

Email Profile

Stephen Doherty - Senior Claims Specialist, Professional & Financial Risks

Stephen Doherty

Senior Claims Specialist, Professional & Financial Risks
T: +61 2 8298 5886

Email Profile