Our Financial Institutions Product
Sub-Product:
Financial Institutions FortiFI
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Financial Institutions

The world of money is a magnet for claims. We provide seamless cover for all aspects of professional services across the financial sector

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Download Product Summary - FortiFI Australia and US

Line size: FI $10m | FortiFI US $5m | FortiFI Australia AUD$3m 

Summary
Financial Institutions Summary
FortiFi FI & Cyber
FI Financial Institutions
Line Size $5m & AUD3m
Target Customers Private small to mid market financial institutions Non bank commercial lenders (including litigation financing) Non bank consumer lenders (sub prime, near prime, prime) Financial Technology firms Corporate Advisory – M&A and Capital Raising Crowd funding platforms / Peer to peer platforms US: Registered Investment Advisors (including Robo Advisors) US: Non traditional brokerage firms US: Debt collectors US: Economic and Government economic advisors AUS: Insurance companies AUS: Mortgage funds and mortgage brokers AUS: Wealth management and investment advisory (including Robo Advisors) AUS: Boutique banks
Territories USA Australia
Line Size $10million
Target Customers Banks (Commercial, retail, mortgage) Investment Managers Hedge Funds Wealth Management Stockbrokers Corporate Advisory Insurance Companies Plus a broad range of Miscellaneous Financial Institutions
Territories Canada The USA Europe South Africa New Zealand Australia
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Our Approach
Target Customers
Cover
Territories
Team
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Our approach

In a complex and heavily regulated environment, it is crucial for Financial Institutions to buy the right insurance protection. Our experienced underwriters offer tailored solutions for the financial services industry, underpinned by professionally qualified claims specialists

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Our Financial Institutions Product
Sub-Product:
Financial Institutions FortiFI

Target Customers

Banks (commercial, retail, mortgage)

Investment Managers

Hedge Funds

Wealth Management

Stockbrokers

Corporate Advisory

Insurance Companies

Plus a broad range of Miscellaneous Financial Institutions

Cover

Our Financial Institutions policies can provide cover on all these risks

Directors and Officers: Cover provides defence costs and indemnity in the event of litigation or investigations against individual D&O's and/or the entity

Financial Institutions' Professional Indemnity: Protects financial institutions and their employees against claims from third parties arising from performance of or failure to perform professional services

Bankers Blanket Bond insurance and Financial Institutions Crime: Provides first party cover for financial institutions against acts committed by employees and non-employees that cause financial loss

Target Customers

Our FortiFI US target customers:

Economic and Government economic advisors

Private small to mid market financial institutions

Non bank commercial lenders (including litigation financing)

Non bank consumer lenders (sub prime, near prime, prime)

Corporate Advisory – M&A and Capital Raising

Registered Investment Advisors (including Robo Advisors)

Financial Technology firm

Non traditional brokerage firms

Debt collectors

Crowd funding platforms

Our FortiFI Australia target customers:

Boutique banks

Private small to mid-market financial institutions

Non-bank commercial lenders (including litigation financing)

Financial technology firms

Non-bank consumer lenders (sub prime, near prime, prime)

Stockbrokers

Corporate Advisory (M&A and capital raising)

Mortgage funds and mortgage brokers

Crowd funding / Peer to peer platforms

Wealth management and investment advisory (including Robo Advisors)

Insurance companies

Cover

Our FortiFI US policies can provide cover on all these risks.

Management Liability cover with extensions for Reputational, Informal Investigation, and Extradition and Liberty Costs

Professional Liability cover including Technology Products Failure and Lenders Liability with securitization cover. Extensions for Loss Mitigation, Rectification, and Informal Investigation Costs

Cyber cover for Data Breaches, Security Failures, Cyber Extortion and Incident Response Costs (BOXX Hackbusters). Extensions for Business Interruption

Crime with cover for ERISA, Client Property and Social Engineering

Employment Liability with an extension for Third Party Discrimination

Fiduciary with an extension for Voluntary Settlement Programs

Our FortiFI Australia policies can provide cover on all these risks.

Management Liability cover with extensions for Reputational, Entity Investigation, Extradition and Liberty Costs and Additional Side A Limits

Professional Liability cover including Technology Products Failure and Lenders Liability with securitization cover. Extensions for Loss Mitigation and Remediation, Entity Investigation Costs and Statutory Liability

Cyber cover for Data Breaches, Security Failures, Cyber Extortion and Incident Response Costs (Wotton & Kearney). Extensions for Business Interruption

Crime with cover for Client Property and Social Engineering

Employment Liability with an extension for Third Party Discrimination

Territories

Core Territories North America Australia New Zealand Europe UK
Considered Territories Africa Middle East Asia Carribean
Core Considered

Financial Institutions Team

List Cards
Gary Lill
Gary Lill Head of Professional Lines
Tristram Prior
Tristram Prior Lead Underwriter, Financial Institutions
Sam Waltier
Sam Waltier Underwriter, Financial Institutions
Sophinne Aikins-Sancho
Sophinne Aikins-Sancho Underwriter, Financial Institutions
Jack Watson
Jack Watson Underwriter, Financial Institutions
Curtis Twomey
Curtis Twomey Underwriting Analyst, Financial Institutions
Tony Kriesel
Tony Kriesel Head of Professional Lines and Specialty Claims
Tilly Milnes
Tilly Milnes Senior Claims Handler, Professional Lines
Vanessa Elliot
Vanessa Elliot Claims Handler, Specialty
Gary Lill
Gary Lill Head of Professional Lines
Tristram Prior
Tristram Prior Lead Underwriter, Financial Institutions
Sam Waltier
Sam Waltier Underwriter, Financial Institutions
Sophinne Aikins-Sancho
Sophinne Aikins-Sancho Underwriter, Financial Institutions
Jack Watson
Jack Watson Underwriter, Financial Institutions
Curtis Twomey
Curtis Twomey Underwriting Analyst, Financial Institutions
Tony Kriesel
Tony Kriesel Head of Professional Lines and Specialty Claims
Tilly Milnes
Tilly Milnes Senior Claims Handler, Professional Lines
Vanessa Elliot
Vanessa Elliot Claims Handler, Specialty
Gary Lill
Gary Lill Head of Professional Lines
Tristram Prior
Tristram Prior Lead Underwriter, Financial Institutions
Sam Waltier
Sam Waltier Underwriter, Financial Institutions
Sophinne Aikins-Sancho
Sophinne Aikins-Sancho Underwriter, Financial Institutions
Jack Watson
Jack Watson Underwriter, Financial Institutions
Curtis Twomey
Curtis Twomey Underwriting Analyst, Financial Institutions
Tony Kriesel
Tony Kriesel Head of Professional Lines and Specialty Claims
Tilly Milnes
Tilly Milnes Senior Claims Handler, Professional Lines
Vanessa Elliot
Vanessa Elliot Claims Handler, Specialty
Gary Lill
Gary Lill Head of Professional Lines
Tristram Prior
Tristram Prior Lead Underwriter, Financial Institutions
Sam Waltier
Sam Waltier Underwriter, Financial Institutions
Sophinne Aikins-Sancho
Sophinne Aikins-Sancho Underwriter, Financial Institutions
Jack Watson
Jack Watson Underwriter, Financial Institutions
Curtis Twomey
Curtis Twomey Underwriting Analyst, Financial Institutions
Tony Kriesel
Tony Kriesel Head of Professional Lines and Specialty Claims
Tilly Milnes
Tilly Milnes Senior Claims Handler, Professional Lines
Vanessa Elliot
Vanessa Elliot Claims Handler, Specialty
Gary Lill
Gary Lill Head of Professional Lines
Tristram Prior
Tristram Prior Lead Underwriter, Financial Institutions
Sam Waltier
Sam Waltier Underwriter, Financial Institutions
Sophinne Aikins-Sancho
Sophinne Aikins-Sancho Underwriter, Financial Institutions
Jack Watson
Jack Watson Underwriter, Financial Institutions
Curtis Twomey
Curtis Twomey Underwriting Analyst, Financial Institutions
Tony Kriesel
Tony Kriesel Head of Professional Lines and Specialty Claims
Tilly Milnes
Tilly Milnes Senior Claims Handler, Professional Lines
Vanessa Elliot
Vanessa Elliot Claims Handler, Specialty
Gary Lill
Gary Lill Head of Professional Lines
Tristram Prior
Tristram Prior Lead Underwriter, Financial Institutions
Sam Waltier
Sam Waltier Underwriter, Financial Institutions
Sophinne Aikins-Sancho
Sophinne Aikins-Sancho Underwriter, Financial Institutions
Jack Watson
Jack Watson Underwriter, Financial Institutions
Curtis Twomey
Curtis Twomey Underwriting Analyst, Financial Institutions
Tony Kriesel
Tony Kriesel Head of Professional Lines and Specialty Claims
Tilly Milnes
Tilly Milnes Senior Claims Handler, Professional Lines
Vanessa Elliot
Vanessa Elliot Claims Handler, Specialty
Gary Lill
Gary Lill Head of Professional Lines
Tristram Prior
Tristram Prior Lead Underwriter, Financial Institutions
Sam Waltier
Sam Waltier Underwriter, Financial Institutions
Sophinne Aikins-Sancho
Sophinne Aikins-Sancho Underwriter, Financial Institutions
Jack Watson
Jack Watson Underwriter, Financial Institutions
Curtis Twomey
Curtis Twomey Underwriting Analyst, Financial Institutions
Tony Kriesel
Tony Kriesel Head of Professional Lines and Specialty Claims
Tilly Milnes
Tilly Milnes Senior Claims Handler, Professional Lines
Vanessa Elliot
Vanessa Elliot Claims Handler, Specialty
Gary Lill
Gary Lill Head of Professional Lines
Tristram Prior
Tristram Prior Lead Underwriter, Financial Institutions
Sam Waltier
Sam Waltier Underwriter, Financial Institutions
Sophinne Aikins-Sancho
Sophinne Aikins-Sancho Underwriter, Financial Institutions
Jack Watson
Jack Watson Underwriter, Financial Institutions
Curtis Twomey
Curtis Twomey Underwriting Analyst, Financial Institutions
Tony Kriesel
Tony Kriesel Head of Professional Lines and Specialty Claims
Tilly Milnes
Tilly Milnes Senior Claims Handler, Professional Lines
Vanessa Elliot
Vanessa Elliot Claims Handler, Specialty
Gary Lill
Gary Lill Head of Professional Lines
Tristram Prior
Tristram Prior Lead Underwriter, Financial Institutions
Sam Waltier
Sam Waltier Underwriter, Financial Institutions
Sophinne Aikins-Sancho
Sophinne Aikins-Sancho Underwriter, Financial Institutions
Jack Watson
Jack Watson Underwriter, Financial Institutions
Curtis Twomey
Curtis Twomey Underwriting Analyst, Financial Institutions
Tony Kriesel
Tony Kriesel Head of Professional Lines and Specialty Claims
Tilly Milnes
Tilly Milnes Senior Claims Handler, Professional Lines
Vanessa Elliot
Vanessa Elliot Claims Handler, Specialty
Gary Lill
Gary Lill Head of Professional Lines
Tristram Prior
Tristram Prior Lead Underwriter, Financial Institutions
Sam Waltier
Sam Waltier Underwriter, Financial Institutions
Sophinne Aikins-Sancho
Sophinne Aikins-Sancho Underwriter, Financial Institutions
Jack Watson
Jack Watson Underwriter, Financial Institutions
Curtis Twomey
Curtis Twomey Underwriting Analyst, Financial Institutions
Tony Kriesel
Tony Kriesel Head of Professional Lines and Specialty Claims
Tilly Milnes
Tilly Milnes Senior Claims Handler, Professional Lines
Vanessa Elliot
Vanessa Elliot Claims Handler, Specialty
Gary Lill
Gary Lill Head of Professional Lines
Tristram Prior
Tristram Prior Lead Underwriter, Financial Institutions
Sam Waltier
Sam Waltier Underwriter, Financial Institutions
Sophinne Aikins-Sancho
Sophinne Aikins-Sancho Underwriter, Financial Institutions
Jack Watson
Jack Watson Underwriter, Financial Institutions
Curtis Twomey
Curtis Twomey Underwriting Analyst, Financial Institutions
Tony Kriesel
Tony Kriesel Head of Professional Lines and Specialty Claims
Tilly Milnes
Tilly Milnes Senior Claims Handler, Professional Lines
Vanessa Elliot
Vanessa Elliot Claims Handler, Specialty
Gary Lill
Gary Lill Head of Professional Lines
Tristram Prior
Tristram Prior Lead Underwriter, Financial Institutions
Sam Waltier
Sam Waltier Underwriter, Financial Institutions
Sophinne Aikins-Sancho
Sophinne Aikins-Sancho Underwriter, Financial Institutions
Jack Watson
Jack Watson Underwriter, Financial Institutions
Curtis Twomey
Curtis Twomey Underwriting Analyst, Financial Institutions
Tony Kriesel
Tony Kriesel Head of Professional Lines and Specialty Claims
Tilly Milnes
Tilly Milnes Senior Claims Handler, Professional Lines
Vanessa Elliot
Vanessa Elliot Claims Handler, Specialty
Gary Lill
Gary Lill Head of Professional Lines
Tristram Prior
Tristram Prior Lead Underwriter, Financial Institutions
Sam Waltier
Sam Waltier Underwriter, Financial Institutions
Sophinne Aikins-Sancho
Sophinne Aikins-Sancho Underwriter, Financial Institutions
Jack Watson
Jack Watson Underwriter, Financial Institutions
Curtis Twomey
Curtis Twomey Underwriting Analyst, Financial Institutions
Tony Kriesel
Tony Kriesel Head of Professional Lines and Specialty Claims
Tilly Milnes
Tilly Milnes Senior Claims Handler, Professional Lines
Vanessa Elliot
Vanessa Elliot Claims Handler, Specialty
Gary Lill
Gary Lill Head of Professional Lines
Tristram Prior
Tristram Prior Lead Underwriter, Financial Institutions
Sam Waltier
Sam Waltier Underwriter, Financial Institutions
Sophinne Aikins-Sancho
Sophinne Aikins-Sancho Underwriter, Financial Institutions
Jack Watson
Jack Watson Underwriter, Financial Institutions
Curtis Twomey
Curtis Twomey Underwriting Analyst, Financial Institutions
Tony Kriesel
Tony Kriesel Head of Professional Lines and Specialty Claims
Tilly Milnes
Tilly Milnes Senior Claims Handler, Professional Lines
Vanessa Elliot
Vanessa Elliot Claims Handler, Specialty
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