Insurance for Trustees of Trusts
Professional Indemnity | Fidelity Guarantee | Misappropriation of Funds
Professional Indemnity | Fidelity Guarantee | Misappropriation of Funds
Only available to members of FISA, SAICA, IRBA, SAIPA, FPI and The Legal Practice Council, and who make use of the TRUSTEEZE MANAGER online trust administration platform.
Legal liability to pay compensation due to negligent acts, errors or omissions in the performance of professional duties.
Theft/misappropriation of funds belonging to a trust by any principal, partner or employee.
Loss of business funds or property due to fraud or theft by employees.
The combined Professional Indemnity, Fidelity Guarentee and Misappropriation of Trust Funds policy offers bespoke cover for trustees of trusts. The policy has been carefully designed to cater for the needs of fiduciary practitioners. The policy offers claims made cover from the ground-up, and an excess is applicable in respect of each and every claim.
Rates are highly competitive, and the product offer several extensions to the PI policy, such as:
• Defamation
• Inter-Company Liability
• Interest Bearing Deposit Advice
• Investment Advice Extension
• Loss of documents
• Outside Directors and Officers Liability
• Tax Advice Extension
Simply download and complete the APPLICATION FORM and BROCHURE and return it to us at willem@olivebrokers.co.za. Cover starts once the underwriters have confirmed cover.
a licensed non-life insurer and authorised financial services provider FSP2092
an authorised financial services provider FSP38225.
Soli Deo Gloria.
Olive Insurance Brokers (Pty) Ltd, Company Registration 2013/052426/07 is an authorised financial services provider, FSP44743..
A Member of the Financial Intermediary Association of South Africa.