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Trustees carry significant responsibility - and are exposed to many potential legal risks. This cover is designed to protect trustees from personal liability arising from the decisions they make while managing trusts or funds. The policy ensures appointed trustees are protected when it matters most.
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Expertise
With decades of experience in liability insurance, our underwriters and claims specialists possess a deep understanding of the unique risks trustees face when managing trusts and funds, including fiduciary duties and personal liability exposures.
Longevity
Trustees liability claims can surface many years after the alleged act and often take considerable time to resolve. With over 40 years of experience, Santam is trusted to manage these complex, long-tail claims with care, consistency, and professionalism.
Solutions
We provide bespoke insurance solutions designed specifically to address the evolving and intricate risks encountered by trustees.
Fiduciary duty exposure
Trustees are legally obligated to act in the best interests of beneficiaries and face legal consequences if they fail to meet these duties.
Personal liability protection
Trustees are at risk of being held personally liable for decisions made in their role — even if unintentional.
No exemptions for volunteers
Liability and risk applies equally to all trustees regardless of their professional qualifications, or experience.
Cover for legal costs
The policy is designed to provide support for costly legal defence, offering peace of mind and safeguarding trustees personal assets.
Santam transacts through licensed insurance brokers, ask your broker to contact us to receive expert guidance on protecting your business with tailored casualty insurance solutions. They can request a call back, or speak to our team directly.
What information is required to get a quote?
Latest audited financials of the fund, proposal form together with the Trust Deed.
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