Corporate & SME / Investment and Securities Insurance

Investment Insurance You Can Trust

Managing investment portfolios means your business faces unique risks. That’s why having an investment insurance policy that you can easily tailor to meet your needs is important.
 

Insuring your investments is important for

Providing financial security for loved ones.
Earn investment returns.
Secure business finances financially

Why Is Investment Insurance Important?

As a financial professional, broker or advisor, you and your team handle sensitive information on a regular basis. This means your business faces unique risks, in addition to common ones that most small businesses deal with every day. Business insurance can help protect your investment company.

What Types of Insurance Do Investment Advisors and Managers Need?

Many investment advisors and managers have a Business Owner’s Policy (BOP). With three essential coverages that many small businesses need, it helps protect businesses from everyday risks that can come up during normal operations. A BOP includes:

Featured Benefits

 

  • General liability insurance to help cover claims that your investment company caused bodily injury or property damage to someone’s belongings.
  • Commercial property insurance, which helps protect the owned or rented building and equipment you use to operate.
  • Business income insurance to help replace your company’s lost income if you can’t operate because of covered property damage.

Terms and conditions will apply.

Our reliable
reputation

138

Countries of operation

80+ Years

of regional expertise

95%

Claim settlement

BBB-

Strong issuer credit

B+

Solid financial rating

Why Select
  British Reserve Insurance?

Personalized Risk Assessment 

Utilize cutting-edge AI technology to provide customers with a highly personalized risk assessment, offering tailored plans that precisely match their unique needs.

24/7 Virtual Insurance Concierge

Offer round-the-clock support with a Virtual Insurance Concierge that can answer queries, assist in claims processing, and provide advice—all in real-time.

Fast-Track Claims Approval

Promise and deliver a rapid claims approval process, say within 24 hours, backed by transparent communication throughout the entire journey.

We're here to help you.

Contact one of our advisors to walk you through our insurance plans and help you make the right decision.