Professional Liability for Financial Institutions

Professional liability coverage is designed to protect all types of financial institutions and their directors, officers and employees from claims relating to the rendering of professional services. Insurance company professional liability insurance is intended to protect insurance companies from claims arising out of their claims handling. Financial institutions professional liability insurance can assist banks and credit unions with lender liability and professional services claims. Asset management professional liability insurance includes coverage options for services provided by investment advisers, mutual funds, hedge funds, venture capital and private equity firms.

What is Travelers professional liability insurance for financial institutions?

Travelers has flexible, sophisticated insurance options for a wide spectrum of financial institution professionals, including coverages for banks, credit unions, insurance companies, investment advisers, hedge funds, mutual funds, venture capital firms and private equity firms.

Who is professional liability insurance for financial institutions right for?

  • Asset managers
  • Banks
  • Credit unions
  • Diversified financial institutions
  • Hedge funds
  • Insurance companies
  • Investment advisers
  • Mutual funds
  • Private equity firms
  • Venture capital firms


Insights to help you manage risks at work and on the road

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Applications and forms for agents

Access all management and professional liability applications, as well as the surety bond forms library.