Financial Institutions

Halpenny has experience tailoring insurance protection with specialty insurance providers for financial institutions

What We Can Offer

Operating in an industry that is prone to increasing technological disruption compiled with constant regulatory changes, financial institutions’ clients require innovative insurance products that are designed exclusively for their needs. Halpenny has experience serving a vast array of financial institutions’ clientele including for lenders, asset managers, family offices, private equity, real estate investment firms and other financial services firms.

Personal Insurance
Financial Institutions

Coverages Available

• Financial Institution Bond and Fidelity/Crime Coverage
• Cyber Risks
• Transaction Insurance including Reps and Warranty Coverage
• Management & Board Liability Risk
• Public Offering of Securities Insurance
• Professional Liability & Lenders Errors & Omissions