Errors and Omissions Insurance for Financial Advisers

We provide errors and omissions insurance, also called professional liability insurance, to all types of financial advisers and investment professionals, including:

• Investment advisers
• Stockbrokers/securities representatives
• Broker-dealers
• Wealth managers
• Portfolio managers
• Financial planners
• Financial consultants
• Financial analysts

We also provide all other coverages that investment professionals may need, such as directors and officers, employment practices liability, fiduciary liability, cyber liability, fidelity bonds, workers' compensation, general liability and packages.

For the types of organizations and funds we cover, please visit our asset management page.