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We serve the financial services community exclusively with innovative professional indemnity insurance solutions based on long experience and close attention to our clients’ views.

Here are some good reasons why you should let us place your cover:

  • Price - our first objective is to get the best price for your cover.
  • Flexibility - we offer one and two year policies to match your requirements (subject to underwriting). Credit facilities are also available.
  • Cover - limits considerably in excess of FSA requirements are available.
  • Convenience - we will provide a quotation within 48 hours, upon request. Policy documentation is delivered within three days of premium payment.
  • Depth of support - our team are specialists with a combined 60 years in financial services PI insurance.
  • Legal help line - leading PI lawyers provide an initial free consultation and continuing support at special rates.
  • Security - we have delegated authority from AmTrust, which has an A excellent rating from AM Best.  We can also access other insurers, including Lloyd’s, when requested in writing.

PI insurance for financial advisors could get tougher still.  IFA Solutions Jamie Newell discusses professional indemnity insurance in 2013. Click here to read the article. (See pages 48 and 49).

 Yes, please, I want to apply now!

If you are an established business please click here to download our proposal form.
(Word document 649KB)

If you are a new business please click here to download our proposal form.
(Word document 216 KB)

Standard terms and conditions apply to the insurance services that we provide to our clients. You can download the Advised TOBA by clicking here and the Direct TOBA by clicking here.

 

The Underwriting Exchange Limited is authorised and regulated by the Financial Services Authority: Number 537650
Registered address: Plaza 668, Hitchin Road, Luton, Bedfordshire, LU2 7XH.   Registered company number 7126381