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Investment advisors Errors & Omissions Liability

Who is Covered

Investment Advisors are increasingly vulnerable to lawsuits and tighter regulatory scrutiny because of court decisions and new regulations. Investment Advisors have special liability exposures that may not be covered by their existing general liability insurance policy.

What is Covered

Professional liability lawsuits can be triggered by not meeting client expectations, misstating financial results, or even violating federal regulations. Even routine business decisions can lead to liability for a firm and its management.

Union Services Agency's insurance policies are available to help address the most concerning exposures.