Your work as a financial adviser requires you to take out compulsory insurance cover specific to your activity. Fully aware of the challenges and of everything at stake for you, our dedicated teams have developed a specific insurance policy offering the best cover. This means that you can focus on growing your business with peace of mind.
Insurance for financial advisers
Unique cover solutions for financial advisers
Your business as a financial adviser covers several regulated activities: insurance intermediation, advice on financial investments and intermediation in banking operations and payment services. All of these activities may be subject to a requirement to take out a professional civil liability insurance policy to cover you in the event of a claim by a third party.
To optimize your protection, we propose supplementary cover such as :
- operational civil liability,
- archive and data media insurance,,
- legal protection (criminal defense and claims).
A well-negotiated insurance contract for wealth management advisers
To guarantee the protection of your activities, our teams have developed an insurance contract that allows you to benefit from low deductibles. So in the event of a claim, you will have little financial impact. And we have negotiated that there will be no review of insurance premiums during the year.
Our teams support you on a daily basis to simplify the management of your contract from its subscription to the settlement of the claim. You will be able to rely on a single point of contact who will know your file perfectly, will advise you and simplify all your procedures. Aware that questions related to insurance are often urgent, we are committed to providing you with an answer in less than 48 hours.