Protect your Financial Planning Business with Acquire Insurance.

Financial Planners are exposed to many insurable exposures which can be minimised by implementing the correct policies. These policies include professional indemnity, management liability and cyber insurance. Due to the complexity of these policies and the limited capacity in the market it is important to have an experienced broker with sophisticated underwriting networks in your corner to ensure your cover is correctly placed and adequate. We have a wealth of experience in providing insurance solutions to financial planners ranging from small independent AFSL’s to large dealer groups.

When choosing Acquire as your broker you will gain access to our referral program for all authorised representatives of your License. We partner with many licensees as sponsors of conventions and PD days as well as provide education programs via webinars and through educational content for circulation.

Due to the sensitive information gathered by financial planners combined with the potential fines and penalties associated with data breaches it is vital to have a comprehensive stand-alone cyber insurance policy in force. Following the initial cyber attack there is also a large exposure for loss of income which can be covered by a cyber policy. The frequency and severity of cyber crimes and events is continuing to rise and financial planners need to be following strict risk mitigation processes in addition to holding an adequate cyber policy.

Financial Planner Insurance Products

  • Professional Indemnity
  • Management Liability
  • Cyber Insurance
  • Public Liability
  • Business Package/ISR

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