Investment Insurance

Dedicated to delivering innovative insurance solutions across the investment,
fund and asset management industries.

The Investment Industry Fosters
Economic Growth

The insurance industry offers the investment industry insurance to manage its own risks and support the continued growth knowing business is protected against a range of different eventualities.

Private Equity & Venture Capital

Asset & Fund Management

Hedge Fund

Financial Intermediaries

Independent Financial Advisors

Family Office

Investment Advisory

Partner with Insurers

Transactional Risk Insurance

Transactional Risk Insurance (TRI) generally covers the risk of breached representations and warranties in an applicable sales purchase agreement (SPA) or transaction between two parties. There are different types of policy available, for example:

  • Warranties & indemnities
  • Title
  • Tax
  • Environmental
  • Contingent
  • Insolvency

When any investment firm undertakes a transaction, insurers can act as a valuable partner in transferring liability for a clean exit from investments.

Learn More About Transactional Risk Insurance

Elmore Investment Insurance

In a difficult economic environment, businesses in all sectors face challenges. Many financial institutions face additional pressures generated by increased regulation, robust capital and lending criteria, and a global drive to improve disclosure, increase transparency and enhance shareholder protection.

This is why the specialist liability needs of financial institutions and financial service providers are addressed by our dedicated team. Their brief is to stay abreast or ahead of developing regulation reform so that our products can be constantly revised to provide appropriate insurance cover for emerging areas of risk.

Identification of risk
Support in mitigating risk
Arranging risk transfer with Bankers Insurance
Claims Support and Response

ELMORE INVESTMENT MANAGEMENT INSURANCE BROCHURE

Elmore Investment Insurance –
Policy Coverage

The following cover can be combined in one policy or offered in separate policies:

Event Management (D&O)
Insurance

  • Incident Response
  • Mitigation Costs

Cyber & Crime
Insurance

  • Event management
  • Reputation management
  • Financial loss incl. fines
  • Cyber liability

Professional & Technology

Liability

  • Claims by customers
  • Claims for failure of service
  • Claims for failure of technology
  • Mitigation costs to put right

Directors & Officers Liability

  • Claims by regulators
  • Claims by shareholders
  • Claims by employees
  • Claims by other stakeholders

ALSO SEE CREDIT INSURANCE

Multi-National Investment Insurance
Programme Management

Elmore’s network of established insurance partners around the world allows for a Global Insurance Programme. The requirement to have local policies whilst being coordinated by one centralised function allows for better compliance and visibility globally.

MULTI-NATIONAL INSURANCE PROGRAMMES

Partner With
Insurers

With a captive audience and engaged users why not consider cross selling insurance solutions along side the Bankers offering adding value to customers, differentiating your offering and bringing a new income stream for the business.

  • Add value
  • Differentiate offering
  • Additional revenue source

Elmore delivers bespoke and innovative programmes for both consumer and business users, get in touch to learn more.

PARTNER WITH INSURERS

Investment Industry Operational
Risk Management

For the investment industry to partner successfully with it’s key
stakeholders, it must appreciate the breadth and depth of financial and
technology risk management.

In particular, the investment industry must understand the operational risk considerations that a stakeholder will need to consider before engaging them.

By following best practice controls and processes required to onboard
insurance it can improve the overall governance and acceptance of a firm.