Financial and real estate professionals insurance

Prepare a useful insurance submission

Bring professional qualifications, service agreements, client types, revenue by activity and details of access to funds or sensitive records.

Include your legal business name, operating locations, revenue, current cover and claims history. Explain all activities, including occasional work.

Coverage questions for your operation

Review professional liability, cyber and crime questions separately. Investment, lending, audit and insurance intermediary activities should be expressly described.

Compare the declared work, limits, deductibles and exclusions in each proposal. Availability depends on your activities, province and the participating licensed provider.

Find your business activity

Use these activities to prepare your enquiry. Tell the provider exactly what you do; inclusion here is not confirmation of cover or acceptance.

No matching activity. Try a broader term or contact us about your work.

A claims scenario to discuss

Hypothetical scenario

A client alleges a professional error

Preserve the engagement, advice and correspondence. Report the allegation according to the policy’s notification requirements and seek direction before responding substantively.

Actual outcomes depend on the facts, accepted activities and policy wording.

Ready for the next conversation?

Bring your activity list and questions to a licensed insurance professional. An enquiry is not a quote or confirmation of insurance.