Financial Institutions

Our financial services team is the focal point for the delivery of advisory, placement, and consulting services to the financial services sector. We pride ourselves on our track record of innovation and creativity in product evolution and program design and offer solutions created specifically for your operational risk profiles.

Our team of specialists represents the needs of our Australian and international clients in the areas of crime, professional liability, directors and officers liability, and operational risk management, across the spectrum of industry sub-sectors, including: banks/building societies, exchanges, custodians, settlement and payment systems, insurance companies, investment and asset managers, private equity/venture capital firms, and stockbrokers and broker dealers.

Our products

Marsh Pty Ltd (ABN 86 004 651 512, AFSL 238983) (“Marsh”) arrange this insurance and is not the insurer. The Discretionary Trust Arrangement is issued by the Trustee, JLT Group Services Pty Ltd (ABN 26 004 485 214, AFSL 417964) (“JGS”). JGS is part of the Marsh group of companies. Any advice in relation to the Discretionary Trust Arrangement is provided by JLT Risk Solutions Pty Ltd (ABN 69 009 098 864, AFSL 226827) which is a related entity of Marsh. The cover provided by the Discretionary Trust Arrangement is subject to the Trustee’s discretion and/or the relevant policy terms, conditions and exclusions. This website contains general information, does not take into account your individual objectives, financial situation or needs and may not suit your personal circumstances. For full details of the terms, conditions and limitations of the covers and before making any decision about whether to acquire a product, refer to the specific policy wordings and/or Product Disclosure Statements available from JLT Risk Solutions on request. Full information can be found in the JLT Risk Solutions Financial Services Guide.”