Once your cover has been successfully purchased, we can issue a certificate of currency.
If you’re an existing customer, get in touch to request your certificate of currency, policy wording or tax invoice.
Once your cover has been successfully purchased, we can issue a certificate of currency.
If you’re an existing customer, get in touch to request your certificate of currency, policy wording or tax invoice.
Even if you work from home, the risks are just as prevalent as if you worked from an office.
Your clients can still hold you liable for improper advice, negligence or other breaches.
As a mortgage broker, you should consider whether professional indemnity insurance and public liability insurance can help protect your business.
It’s not uncommon for mortgage brokers to provide other services, including financial advice and/or accountancy services.
If you add another service to your business, you do need to let us know, and we can advise if your current coverage is sufficient, or if amendments will need to be made and additional costs apply.
Get in touch with our own team of insurance brokers to learn more.
Professional indemnity insurance covers up to $10 million. Public liability insurance covers up to $20 million.
The risk exposures of each business can differ based on a variety of factors. Some known and emerging exposures you may face include:
Negligence or breach of duty allegations from disgruntled customers
Injury or property damage claims from a third party
Property damage due to natural disaster
Cyber- attacks if your customer or business data is stored by a third party, including accounting software and tools.
Need a range of covers to suit your business needs? Explore Marsh’s business bundles for glass, theft, contents cover and more.
Cyber attacks are becoming increasingly common. Help protect your small business with cyber insurance solutions arranged by Marsh.
Help protect your business – and your team – against management and operational risks with management liability cover.
Let Marsh arrange your commercial property insurance policy to help protect your business’s buildings, contents, and more.
Insurance can be a lifeline. But lump sum premiums can be a hindrance. Pay in monthly instalments with premium funding arranged by Marsh.
Need to travel from one job to another to keep your business running? Marsh can arrange business vehicle cover tailored to your needs.
Costly claims can be hard to recover from – even for a financial planner. Help protect yourself with cover arranged by Marsh.
You can count on Marsh to arrange insurance solutions to help protect you and your firm with comprehensive cover.
When incidents occur, help keep your financial firm running smoothly. Let us arrange a comprehensive insurance solution for you.
Marsh Advantage Insurance Pty Ltd (ABN 31 081 358 303, AFSL 238369) (“Marsh”) arranges the general insurance (i.e. not the Discretionary Trust Arrangement) and is not the insurer. This page contains general information and does not take into account your individual objectives, financial situation or needs. For full details of the terms, conditions and limitations of the covers, refer to the specific policy wordings and/or Product Disclosure Statements available from Marsh on request. Marsh makes no representation or warranty concerning the application of policy wordings or the financial condition or solvency of insurers or re-insurers. Marsh makes no assurances regarding the availability, cost, or terms of insurance coverage. Any statements concerning actuarial, tax, accounting, or legal matters are based solely on our experience as insurance brokers and risk consultants and are not to be relied upon as actuarial, accounting, tax, or legal advice, for which you should consult your own professional advisors. The Discretionary Trust Arrangement is issued by the Trustee, JLT Group Services Pty Ltd (ABN 26 004 485 214, AFSL 417964) (“JGS”). Any advice or dealing in relation to the Discretionary Trust Arrangement is provided by JLT Risk Solutions Pty Ltd (ABN 69 009 098 864, AFSL 226 827) (“JLT”). JGS and JLT are businesses of Marsh McLennan. The cover provided by the Discretionary Trust Arrangement is subject to the Trustee’s discretion and/or the relevant policy terms, conditions and exclusions.
* For full scope of insurance requirements, please visit the Mortgage and Finance Association of Australia website: mfaa.com.au/key-requirements
LCPA 23/099