Investment Managers Insurance

Australia has one of the largest and fastest growing investment management sectors in the Asia Pacific Region. Furthermore, it is predicted to grow to over $3 trillion in funds under management by 2030.

DUAL Australia’s Investment Managers Insurance has been specifically designed for the needs of Australian Investment Management firms. It combines multiple coverage sections into one easy to transact policy form, providing convenience and peace of mind to investment management professionals.

DUAL Australia recognises the unique risks faced by investment managers in today's complex and demanding regulatory environment. Our specialist expertise in this industry allows us to offer bespoke solutions, which can be tailored to a policyholder’s unique risk profile.

Features of Cover

A choice of any one or more of the following coverage sections:

  • Professional Indemnity
  • Directors’ & Officers’ Liability
  • Employment Practices Liability
  • Statutory Liability & Supplementary Legal Costs
  • Crime Protection

DUAL has negotiated a dedicated Whistleblower Hotline to assist our Insureds in preventing, and blowing the lid on, corrupt and criminal behaviours. This valuable service is provided by PKF Forensic and Risk Services. For more information on PKF Forensic and Risk Services, click here.

DUAL's Capacity

  • Professional Indemnity: AU$10,000,000
  • Directors' & Officers' Liability: AU$10,000,000
  • Employment Practices Liability: AU$10,000,000
  • Statutory Liability & Supplementary Legal Costs: AU$10,000,000
  • Crime Protection: AU$10,000,000
  • Higher Limits available on request

DUAL's Appetite

Preferred Risks:

  • Equity fund managers
  • Private equity fund managers
  • Venture capitalists
  • REIT’s
  • Fund of funds managers
  • Infrastructure fund managers
  • Superannuation Trustees
  • Hedge funds
  • Mortgage fund managers
  • Fixed interest fund managers
  • Biotech / IT fund managers
  • Health funds
  • Mutual Funds
  • Sovereign wealth funds

Selective Risks:

  • Agricultural Managed Investment Schemes
  • Time Share schemes
  • Film Schemes
  • Horse or Dog racing/breeding Syndicates
  • Art fund managers
  • Fund administrators

For more information, contact your local Underwriter.