Financial Planners Insurance

Financial Planners Insurance

Quanta Insurance can assist brokers with great value financial planners cover.

Our Offering Includes:

  • RG126 compliant wording
  • Primary limits up to $2,500,000
  • Excess capacity available up to $50,000,000

Key Features

Our newly developed wording offers the following key features;

  • RG126 compliant wording
  • Civil Liability Insuring Clause
  • Provides cover for Tax (Financial) Advice services provided or supervised by registered financial planners
  • No Approved Product List exclusion
  • No High Risk investment exclusion - limited exclusion for some product types limited to past substantial product loss or failure
  • Automatic cover for New Authorised Representatives (subject to certain conditions)
  • Official cover for New Authorised Representatives (subject to certain conditions)
  • Defence Costs in addition to the Limit of Indemnity for the first $500,000
  • Fidelity sub-limit of $500,000
  • Loss of documents sub-limit of $50,000
  • Official Investigations & Disciplinary Hearings sub-limit of $250,000

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