GLOBAL REACH.BESPOKE SERVICE.

INSURANCE COVERAGE ON A GLOBAL SCALE

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USA

EUROPE

CARRIBBEAN

About AssuredPartners London 4-5

Our executives and claims process 6

Why AssuredPartners London? 7

Our specialist sectors 8-9

Our specialist products 10-11

Contact us 12

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CONTENTS

ASIA

ABOUT ASSUREDPARTNERS LONDON

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AssuredPartners London is a leading insurance broker operating as the London branch of AssuredPartners, one of the largest independent brokerage firms in the US.

We possess in-depth knowledge in the wholesale and retail sectors, and our unique global presence allows us to give tailored services to clients across the world.

ASSUREDPARTNERS LONDON

The firm began life as three independent and respected insurance brokerage firms in London. In combination, the teams share expertise across various lines of insurance, including financial risk; professional liability; directors’ and officers’ liability; crime insurance; transportation; property, office contents and cyber insurance. Having been brought together in 2015 by AssuredPartners , we are uniquely able to match our clients with a specialized team, providing tailored coverage solutions for each and every scenario.

We understand that all of our clients require different services, but at a consistent, committed and unmatched level of service. That’s why we make it our specialism to provide consultancy, guidance and insurance across all of our major industry and coverage sectors.

ASSUREDPARTNERS – THE RELATIONSHIP

AssuredPartners, the 13th largest broker in the US with turnover in excess of $600m, offers AssuredPartners London a wealth of resources. Based in Lake Mary, Florida, the firm has a large and impressive presence in the middle-market retail brokerage industry. Through ten regional platforms and more than forty acquisitions across the US, AssuredPartners provides a valuable, integrated insurance solution to its clients and investors.

Assured’s operating model has resulted in increased revenue growth, profitability, diversity, stability and enterprise value. These core values are shared by AssuredPartners London, and we add our own personal service to this strong foundation.

ABOUT ASSUREDPARTNERS LONDON

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OUR EXECUTIVES AND CLAIMS PROCESS

AssuredPartners London is headed up by two CEOs who share experience across the retail and wholesale sectors. This structure facilitates the diversity of the firm and the overall growth of APL into the wider insurance space.

Nick started his career in the insurance industry in 1987 at Price Forbes Limited, as a marine placing broker. In 1990 he joined Price Forbes’ new U.S. Specialty Lines Division where he specialised in the placement of U.S. Professional Liability for Lawyers, Architects and Engineers.

In October, 1998, Nick left Price Forbes and was one of the founding partners of a new brokering company, Grosvenor Brokers, which became one of the largest London markets brokers in this class.

David is a qualified solicitor who has spent 7 years at a leading city law firm specialising in insurance litigation. His legal experience includes work on large UK based insurance fraud cases, off-shore fund litigation and policy wording and coverage disputes centered around large international financial institutions.

On joining Baronsmead in 2010 as General Counsel David was responsible for designing a specialised set of financial risk insurance wordings for the asset management industry. He also had responsibility overseeing and developing the claims management process for Baronsmead’s clients. Following the sale of Baronsmead in 2014, David became the director in charge of the business, overseeing an increase in first year revenue of approximately 14%.

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NICK ASH, CEO DAVID HEATHFIELD, CEO

CLAIMS PROCEDURE

In an ever growing litigious environment purchasing

cover through a reputable Lloyd’s broker such as

AssuredPartners London ensures that clients are

assisted in the most active way possible in the event

of a claim. Our in house claims team take on the

responsibility for you of understanding the nature of

any claim, leading discussions with insurers on issues of policy and coverage, and takes all the necessary steps to help ensure the swift payment of any losses.

APL’s claims team have a wealth of experience in assisting clients to help achieve a swift settlement to any claims they may suffer.

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WHY ASSUREDPARTNERS LONDON?

ASSUREDPARTNERS LONDON WILL:

Understand your risks

Provide a specialist, tailored service

Use an unmatched knowledge-base

Guide and consult

Draw on global resources

A CONSISTENT, COMMITTED AND UNMATCHED LEVEL OF SERVICE

OUR SPECIALIST SECTORS

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As a specialist financial services broker, we represent clients from a cross-section of the asset management industry, including start up hedge funds, large institutional managers, private equity managers, family offices and portfolio management specialists.

Our in-depth knowledge and proprietary risk mapping tools mean that we have an absolute understanding of our clients’ risks, and are perfectly placed to represent these to the insurance market.

We make it our responsibility to understand your business philosophy and structure, the factors at the heart of your trading.

Whilst the completion of a proposal form takes insurers some way to understanding a risk, it is only by understanding the corporate structure, compliance regime and ethos of a financial adviser that it is possible to assign a true worth to any given risk. That is why AssuredPartners London goes the extra step, providing you with a personal, tailored service.

ASSET MANAGEMENT

FINANCIAL ADVISORS

OUR SPECIALIST SECTORS

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We are able to service any jurisdiction in the world and have particular expertise in meeting our clients’ needs. Understanding the very nature of any given Trust Company is the primary aspect of any risk review we undertake, as we are acutely aware of the different structures and activities provided within this arena.

An intelligent understanding of the exposures faced means that we can advise accordingly on appropriate coverage, giving you insurance that works.

We handle the needs of a broad range of traditional professions, from law firms, accountants, architects, engineers, and insurance brokers to retail, commercial, niche, or a combination of all three markets.

Our extensive knowledge of our marketplace and our unique hands-on approach enables us to get to grips fully with your requirements. We make it our priority to understand your own internal methods of trading, and then directly convey this understanding to the most suitable insurer for you. Our proprietary suite of policy wordings means we can evolve cover for your specific needs.

We have a wealth of experience in providing policies across a range of banking and insurance institutions. These range from boutique private banks to commercial and retail organisations.

Such a strong and diverse knowledge-base means we are able to tailor comprehensive blended policies covering crime and bond, professional, and directorial exposures. We focus on providing contemporary policy wordings that properly address the rapidly evolving risk environment.

We provide cover to both hospitals and individual medical practitioners. In an increasingly litigious claims environment, medical facilities and professionals need assurance to ensure that they can perform their vital services with confidence and peace of mind.

We have a panel of dedicated Medical Insurers who understand these exposures and are well placed to provide vital support throughout the claims management process. They are also on hand to offer assistance in putting robust risk management procedures in place. Prevention is always better than cure.

TRUST COMPANIES

TRADITIONAL PROFESSIONSFINANCIAL INSTITUTIONS

MEDICAL PROFESSIONS

PROFESSIONAL INDEMNITY INSURANCE (PI)

Our PI insurance (also known as Errors and Omissions insurance) provides professional companies with peace of mind. We cover companies, their directors, partners and employees on a civil liability basis for claims arising from the services being provided to, or on behalf of their customers.

DIRECTORS’ AND OFFICERS’ LIABILITY INSURANCE (D&O)

Our D&O insurance provides personal and financial protection for the directors, officers and partners of holding companies, management companies and funds. With our insurance, you are covered in the event that you are subject to a claim or a regulatory investigation arising from acting in your capacity as a director, officer, or partner. The corporate entities are also covered where they indemnify the individuals for losses suffered.

CYBER

Cyber security responsibilities do not sit solely with the IT department. Implementation of security controls and policies across the wider business are essential for the appropriate protection of information. Given our experience and knowledge of this modern class of insurance we are able to implement the most appropriate, cost effective coverage for organisations of any size.

CRIME COVER & BANKERS’ BLANKET BOND

These policies include employee and third party crime cover, as well as cover for fraudulent and crime related risks. Cover protects you in the event that you suffer a loss of money, securities, or property from your business, by illegal or fraudulent means. The coverage also extends to cover illegal acts from third parties such as computer fraud that might result in a loss, meaning that your clients are as well protected as you are.

OUR SPECIALIST PRODUCTS

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KEY PERSON COVER

When a key person in a company dies, it can have a severe impact on the business, affecting anything from investor relations to performance or expertise. Key Person cover can help to alleviate the financial impact of these events by providing a lump sum payment to the company. It recognises that people are your assets and protects you against the worst case scenario.

EMPLOYMENT PRACTICE LIABILITY (EPL)

Our EPL insurance provides legal liability protection in case of employee allegations of discrimination, harassment or wrongful dismissal. The cover includes legal costs and damages (excluding those arising from contractual obligations) incurred by the employer.

FINE ART & SPECIE

Items of value require maximum cover to protect their worth. We understand the risks of holding such items, and therefore ensure that the right amount of cover is applied to maintain their value. With peace of mind in case of problems, owning fine art and valuable items is a sound investment instead of a liability.

KIDNAP AND RANSOM

Our Kidnap and Ransom insurance protects our clients against the unknown, and ensures that financial issues do not jeopardise personal safety.

TRANSPORTATION

Our specialist transportation division has facilities and open market expertise for all lines of Physical Damage with the Transportation field providing Automobile Physical Damage (APD), Motor Truck Cargo (MTC), Dealers Open Lot (DOL) and Garage Keepers Legal Liability (GKLL).

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CONTACT US

AssuredPartners London Limited trading as AssuredPartners London are authorised and regulated by the Financial Conduct Authority (FCA). FCA register number is 308598. Regulated & Authorised to conduct General Insurance Mediation Business by the Jersey Financial Services Commission. JFSC reference: GIMB0122

Registered in England and Wales No. 4152499

T: +44 (0)20 7337 6800 | E: enquiries@apldn.com | www.apldn.com

AssuredPartners London Limited, Centennium House, 100 Lower Thames Street, London, EC3R 6DL