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Why Does a Investment Management Need Insurance?
Managing other people’s money means high expectations and little room for error. A single allegation of unsuitable advice, a missed trade, or a data incident can trigger costly legal defense, regulatory scrutiny, and reputational damage.
What Does Investment Management Insurance Cover?
It can help pay for defense costs, settlements, and covered damages tied to professional advice, client disputes, cyber incidents, and certain operational liabilities, depending on the policies you carry.
Client alleges unsuitable
Operational error leads to a loss
Investor data exposed
Investment Management Insurance Made Simple
Everything you need to know about protecting your business, from coverage basics to real-world scenarios.













