PI Insurance Tips and Traps for IFA’s
Securing competitive price and coverage on your Professional Indemnity (‘PI’) Insurance is easier than many are led to believe. The key to insurance is disclosure ...
Professional Indemnity Insurance for Financial Planners - MKM
McDougall Kelly & Martinis is one of Australia’s leading specialist insurance firms that combines global access with in-depth local expertise.
THOUGHT LEADERSHIP
Thought leadership revolves around developing a deep understanding of your business, clients, area of specialisation and the broader market in which you operate.
IFA Professional Indemnity Market
Professional Indemnity Insurance(PI) for IFA’s The PI market for IFA’s continues to be in a state of Flux. In the last 18 months we have ...
Insurance for Robo Advice
Let’s start at the beginning. The purpose behind the insurance is to protect the consumer from an error in the delivery of the professional service. ...
Creating a bespoke Insurance policy
There are more than a dozen Insurers who can provide PI, D&O and Crime (IMI) insurance for Asset Managers, each with their own unique policy ...
Are all policy restrictions contained in the Exclusions?
It’s understandable to assume that all restrictions/limitations to your policy coverage are outlined and defined by the policy exclusions. However this is not the case. ...
How much Insurance should I buy?
For the professional classes of insurance (PI, D&O etc) we frequently get asked this question. There is no perfect answer but for our clients we ...