Professional Services
Protect the decisions, advice and responsibilities your clients rely on.
For accountants, consultants, financial services businesses, technology providers and other advisers, exposure is tied to the advice given and the obligations that come with it.
Situations we commonly see
- Professional indemnity
- Cyber
- Management liability
- Regulatory and contractual limits
- Retroactive dates
- Claims-made obligations
Insurance areas to consider
Suitability depends on individual circumstances — the categories below are a starting point for a conversation, not a recommendation.
- Professional indemnity
- Cyber insurance
- Management liability
Related Learn
Frequently asked questions
Why do insurers request compliance documents?
Compliance documentation helps insurers understand the nature and scope of the professional risk being insured.
What is a retroactive date?
A retroactive date is the point from which prior acts are covered under a claims-made policy — work before that date is typically excluded.
Are defence costs inside the limit?
This depends on the policy wording. Whether defence costs erode the sum insured is an important detail to confirm.
What must be notified before renewal?
Circumstances that could give rise to a claim generally need to be notified before renewal — timing matters under claims-made cover.
Information on this website is general in nature and does not take into account your objectives, financial situation or needs. Cover is subject to insurer acceptance, policy terms, conditions, limits and exclusions. You should review the relevant policy documents and seek advice appropriate to your circumstances before making a decision.