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Mercantile Insurance Brokers Australia

Insuring the future.

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1300 310 467

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Financial Institution & Investment Insurance

Call us today.  Ph: 1300 310 467

Australia has one of the largest and fastest growing investment management sectors in the Asia Pacific Region. Furthermore, it is predicted to grow to over $3 trillion in funds under management by 2030.

With the increased attention on the Australian financial sectors from government as well as higher expectations and demands from clients it is imperative that financial advisory businesses have the correct insurance in place to handle the risk. 

Mercantile are experienced with arranging and managing such programmes needed to give you the required protection from a range of local and overseas insurance options.  

Industries

Equity fund managers

Private equity fund managers

Venture capitalists

REIT’s

Fund of funds managers

Infrastructure fund managers

Superannuation Trustees

Hedge funds

Mortgage fund managers

Fixed interest fund managers

Biotech / IT fund managers

Health funds

Mutual Funds

Sovereign wealth funds

Agricultural Managed Investment Schemes

Time Share schemes

Film Schemes

Horse or Dog racing/breeding Syndicates

Art fund managers

Fund administrators

Insurance Policies

Professional Indemnity

Directors’ & Officers’ Liability

Employment Practices Liability

Statutory Liability & Supplementary Legal Costs

Crime Protection

Cyber Insurance

Claim Example

Background: The Insured specialised in attracting foreign nationals to invest in Australian property-related funds to enhance their visa prospects. This Claimant invested $4.5M in the property fund allegedly on the
basis that at the time the Insured knew the property was valued at $13M.
Following the investment, the Insured made a loan of $17M to a property developer. The Claimant was allegedly told if the property
developer defaulted on the loan, the Claimant would have first rights to the
subject property. The property developer borrowed further money from a separate lender which included a mortgage over the property. The property developer defaulted on the loan and the property was repossessed by the finance company. The Claimant sued for its loss of investment
and associated losses. Payment: $1,500,000 and $350,000 for
defence costs.

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Our Brokerage Office

Mercantile Insurance Brokers
Ph: 1300 310 467
admin@mercantileib.com.au.

Level 11, 20 Martin Place
Sydney NSW 2000

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Industries

  • Life Science / Biotech Insurance
  • Construction Insurance
  • Financial Institution & Investment Insurance
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Mercantile Insurance Brokers: Insuring the future. Mercantile Insurance Brokers Pty Ltd ABN 67 632 896 461 is an Authorised Representative of Community Broker Network Pty Ltd ABN 60 096 916 184 AFSL 233750.

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