Professional Indemnity, 
Fidelity Guarentee & 
Misappropriation of Trust Funds

essential insurance for Trustees of Trusts, in association with:

Only available to FISA members who make use of the

TRUSTEEZE MANAGER online trust administration platform.

Professional Indemnity

Legal liability to pay compensation due to negligent acts, errors or omissions in the performance of professional duties.

Misappropriation of Trust Funds

Theft/misappropriation of funds belonging to a trust by any principal, partner or employee.

Fidelity Guarentee

 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 FISA 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.

underwritten by Safire Insurance Company

a licensed non-life insurer and authorised financial services provider FSP2092

administered by Genoa Underwriting Managers

an authorised financial services provider FSP38225.