1. PRICE FORBES AND PARTNERS LIMITED
FINANCIAL PRODUCTS
ASSET MANAGERS, HEDGE FUNDS & OFFSHORE FUNDS
WWW.PRICEFORBES.COM
INDEPENDENCE TRANSPARENCY CLAIMS
DEDICATED TO GIVING YOU INDEPENDENT
ADVICE AND TRANSPARENT PRICING
PARTNERSHIP FACE-TO-FACE EXPERIENCE
We put you in control by ensuring you have
face-to-face contact with the people devoted
to advising and delivering on your insurance
needs and goals.
Our team has nearly 100 years of Financial
Products experience - from across the world,
from underwriting through to broking.
Our independence means that we have no local
conflicts, nor are we constrained by market
agreements. We are free to work with the
world’s markets to find what is best for you.
You will always know what you are paying
for and how, we believe that transparency
is essential to build trust and long term
relationships.
You also have the support of a complete
claims management service. We have settled
some of the market’s largest insured losses,
so when it matters most we are there to help
you.
By using us as your preferred London market
broker our partnership ensures that we are an
extension of your office.
1Assessment of clients needs,
risk appetite and strategic
planning
2Programme designed
accessing Lloyd’s
Markets
5Underpinned by our
fast and effective
claims service
4Policy written with the
client to provide the
broadest coverage
3Market placement achieved
in partnership with the client
to ensure their best interests
were accommodated
5 STEP
SERVICE
DELIVERY
DELIVERYOUR APPROACHCLIENT SITUATION
A UK Asset Manager has
won a major US Managed
Account
The US Managed Account
requires certain insurance
cover in place prior to the
UK Asset Manager trading
on their behalf
The client requires separate
cover from their existing
insurance program and
requires Lloyd’s Security
The client requires a broker
that could achieve all the
necessary insurance cover
to ensure the client has a
compliant program
Provided an ongoing
year on year program
Delivered at the agreed
price – meeting the
Asset Manager’s
expectations
Created a better wording
and reduced deductible
Incorporated a client
communication plan to
ensure that the Asset
Manager was informed
and in control
HOW DO WE HELP?
INVESTMENT
MANAGEMENT
INDEMNITY
PROFESSIONAL
LIABILITY/CIVIL
LIABILITY
THE WAY WE WORK WITH YOU IS BUILT ON THE PRICE FORBES PARTNERS 5 STEP SERVICE DELIVERY PROCESS:
WE ADVISE AND
EXECUTE FOR ALL
PRODUCT LINES
PLEASE CONTACT US AT FPTEAM@PRICEFORBES.COM
OR CALL: +44 (0)20 7204 8400
©Copyright Price Forbes Partners Limited 2016
ADVICE AND EXECUTION
MEET THE TEAM
WHO DO WE HELP?
$
PENSION
TRUSTEE
LIABILITY
DIRECTORS’
AND OFFICERS’
LIABILITY
SHAUN BUTLER
Commenced: 1999 (Insurance)
Experience:
Financial lines all as a broker
Expertise:
Hedge Funds, Venture Capital, Asset
Management, Offshore, Commercial P.I.
(before his career as a money broker)
shaunbutler@priceforbes.com
+44 (0)20 7648 0811
EDWARD CROSS
Commenced: 1987
Experience:
Professional and Financial Lines
Underwriting and broking
Expertise:
Includes North American specialty risks
and offshore/Trust business.
edwardcross@priceforbes.com
+44 (0)20 7648 8087
COLIN PLUMB
Commenced: 1986
Experience:
Professional and Financial Lines
all as a broker
Expertise:
Includes Private Equity/Venture Capital
and Insurance related entities.
colinplumb@priceforbes.com
+44 (0)20 7648 8076
ADRIAN FOX
Commenced: 1979
Experience:
Professional and Financial Lines
underwriting and broking
Expertise:
Includes North America and Emerging
markets.
adrianfox@priceforbes.com
+44 (0)20 7015 2832
SIDE A
DIFFERENCE IN
CONDITIONS
OUTSIDE
DIRECTORS
LIABILITY
PUBLIC OFFERING
OF SECURITIES
(POSI)
FIDELITY/CRIME CYBER RISKS