Everest Risk Group

Investment Managers Insurance Sydney

Everest Risk Group is a specialist in IMI insurance broker and adviser for Financial Services firms. We have over 100 clients with an Australian Financial Service Licence (AFSL) and understand this segment thoroughly. As an investment manager, it is important to understand the risks that come with managing assets. IMI is a suite of insurance covers that are specifically designed to protect financial services licensees and their employees & Directors against potential legal and financial risks. This type of insurance policy offers comprehensive coverage to help investment managers safeguard their business and assets. There are three main sections that make up an IMI policy: Directors’ and Officers’ Liability (D&O), Professional Indemnity (PI), and Crime. Directors’ and Officers’ Liability (D&O) coverage is essential for any investment manager. This coverage protects the personal assets of the company’s directors and officers in the event of a claim alleging wrongful conduct, such as