Corporate Advisory, Investment Managers & Stock Brokers

In addition to the normal risks of mismanagement of client funds, the financial advisory sector not only faces significant regulatory, compliance and crime exposures but also heightened exposures from cyber type events.

Perrymans have significant experience in developing programs that address the relevant risks for businesses such as responsible entities, investment and fund managers, corporate advisors and investment banks and are well versed with the relevant regulatory requirements to ensure you have broad and compliant cover.

We will work with you to identify your exposures, assess your appetite for risk and develop an insurance program tailored to your requirements. Through our wide range of markets we will then deliver competitively priced comprehensive cover solutions.

This combined with our ongoing service, support and claims management gives you the peace of mind in the event that something should go wrong.

Accountants | Liquidators

Today’s accountant is considered a trusted business advisor to many a business owner. With the range of complex and ever changing tax laws, the exposures are significant and carry substantial financial impacts in the event the interpretation is wrong.

Perrymans have had significant experience in arranging covers for accounting practices both large and small. Our experience extends to those undertaking Accounting, Tax & Business Advisory Services through to the more complex practices undertaking Audit, Finance Broking, Financial Planning, Liquidation and Corporate Reconstruction & Technology Services.

Due to the diversity and complexity of insurance, it is important to engage an Insurance Broker, to help design and implement tailored insurance solutions that cover your unique set of exposures.

Through our considerable experience in this sector we will work with you to identify your exposures, assess your appetite for risk and develop an insurance program tailored to your requirements. Through our wide range of markets we will then deliver competitively priced comprehensive cover solutions.

This combined with our ongoing service, support and claims management gives you the peace of mind in the event that something should go wrong.

FinTech

Financial Technology ‘FinTech’ companies are taking on the financial services sector by using technology platforms to deliver services traditionally provided by financial services firms. FinTech companies therefore combine both technology and financial services delivery risks requiring specialist cover that addresses both the technology and financial services risks.

Perrymans have experienced brokers who understand the FinTech risks and can work with you to identify your exposure including regulatory requirements, assess your appetite for risk, develop an insurance program tailored to your requirements and then work with preferred markets to deliver your risk solution.

Some related insurance product links are detailed below:

• Professional Indemnity
• Cyber Liability
• Management Liability
• Directors & Officers
• Investment Managers Liability
• M & A Warranty & Indemnity
• Surety Bonds
• Business & Office
• Business Interruption
• Public & Product Liability
• Corporate Travel & Expatriate Cover
• Workers Compensation

For further product information please contact Perrymans