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Financial Institutions Insurance


This financial institutions insurance training workshop examines the full range of risks to the critical financial sector and how to insure against them, looking at characteristics, areas of risk, underwriting concerns and policy forms.

This one-day interactive financial institutions insurance training workshop uses news stories and examples of major claims to illustrate the multi-faceted nature of financial institutions insurance.

Course Content

  • Review of the key activities and risks in:
    • Banks
    • Corporate Finance, Venture Capital, Private Equity
    • Investment Trusts, Fund Managers including hedge funds, pension funds and asset managers
    • Stockbrokers
    • Independent Financial Advisors
  • Analyse the types of insurance required:
    • Bankers Blanket
    • Bond
    • Premises risk
    • Safe deposit boxes
    • Damage to office and contents
    • Transit of cash and valuables
    • Fidelity
    • Counterfeit currency
    • Computer risks
    • Directors’ and Officers’ cover for financial institutions
    • Professional Indemnity cover for financial institutions
    • Unauthorised trading
    • Kidnap and ransom
  • Consider territorial factors
  • Explore the underwriting criteria
  • Review policy wordings

Learning Objectives

  • Understand the main categories of insurable risk experienced by different Financial Institutions
  • Understand some of the risk reduction methods used
  • Appreciate underwriting considerations
  • Understand various relevant policies to insure the risks

Ready to book?

Simply complete the booking form with your details and a member of our team will be in touch with the next available dates. 

Any questions?  

If you’re not quite sure if this course is suitable or are looking for further information, call our team on 0117 244 7221.