Through our exclusive facility and extensive knowledge of Financial Planners' needs, Quanta can assist brokers in providing reliable, great value cover.
Key Features
Our newly developed wording offers the following key features for Financial Planners:
RG126 compliant wording
Civil Liability Insuring Clause
Provides cover for Tax (Financial) Advice services provides 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
Capacity up to $2.5 million on any one claim
Downloads
Please note that many of our downloads are in PDF format and require you to have Adobe Reader installed on your computer to view.
If you do not have Adobe Reader installed click here to download a free copy now.
Please Note: The proposal form may only be submitted via a licenced insurance broker. Quanta do not accept proposals directly from clients.
Simply fill out your details below and we will be in contact with you within 1 business day.
Not a broker? Quanta work exclusively with insurance brokers. Please contact your preferred broker and request they get in touch with us on your behalf.
