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Mutual Fund, Investment Adviser, Service Provider, Professional Liability and Corporate Management Protection Policy

Backed by the financial strength of ACE and the experienced underwriting team within ACE Professional Risk, this form provides management and professional liability insurance coverage to investment advisers, mutual funds and their insured persons (as defined in the policy).

Benefits:

  • Breadth of the form
  • Ease of use

Limits

Limits vary by risk but the typical cap is $15 million.

Client Profile

Our typical clients are registered investment advisers and mutual funds, though we will entertain non-registered advisers and funds.