Download to read offline
Financial Products_UK Retail flyer_v4
- 1. PRICE FORBES ANDPARTNERS 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