In an evolving industry known for its swift pace and competitiveness, balancing high expectations of sophisticated investors while managing funds with the utmost standards of good faith and fiduciary duty can generate a variety of liability exposures for mutual funds and their managers. The implementation of registration requirements may add new complexities to investment fund operations. Golsan Scruggs understands your mutual fund industry and has a wide range of insurance products designed to protect your firm.
HOW TO APPLY FOR MUTUAL FUND PROFESSIONAL LIABILITY (E&O) INSURANCE
Golsan Scruggs has developed a risk assessment called RIASURE. This process helps us understand your practice and analyze coverage issues so that a proper solution is structured to mitigate the exposures of your fund operation.
To obtain your complimentary Mutual Fund RIASURE Review, please provide the following information or contact us at (800)273-5883.
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