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Trustees carry significant responsibility and face potential legal risks. This cover protects trustees from personal liability arising from decisions made while managing trusts or funds, ensuring they are safeguarded when it matters most.
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Expertise
With decades of liability insurance experience, our underwriters and claims specialists have an in-depth understanding of the unique risks trustees face, including fiduciary duties and personal liability exposures when managing trusts and funds.
Longevity
Trustees’ liability claims can emerge years after the alleged act and often take time to resolve. With over 40 years of experience, Santam is a trusted partner in managing these complex, long-tail claims with expertise, consistency, and professionalism.
Solutions
We offer tailored insurance solutions designed to address the complex and evolving risks faced by trustees
Fiduciary duty exposure
Trustees have a legal duty to act in the best interests of beneficiaries and can face legal action if they fail to fulfill these responsibilities.
Personal liability protection
Trustees can be held personally liable for decisions made in their role, even if unintentional.
No exemptions for volunteers
Liability and risk affect all trustees equally, regardless of professional qualifications or experience.
Cover for legal costs
The policy is designed to cover expensive legal defence costs, providing peace of mind and protecting trustees’ personal assets.
Santam works exclusively through licensed insurance brokers. Ask your broker to contact us to receive expert guidance on safeguarding your business with tailored Casualty insurance solutions. Brokers can request a call back or speak directly to our team.
What information is required to get a quote?
Latest audited fund financials and a proposal form together with the Trust Deed.
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