Category: Risk Management

Pacific Indemnity News

Pacific Indemnity News

November 16, 2018

Pacific Indemnity News items are emailed to our Partner Brokers on an ad-hoc basis and contain items relating to: Professional Indemnity coverage details Risk Management hints & tips Current issues...

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Financial Planners – Fraud Risk Management

Financial Planners – Fraud Risk Management

February 4, 2017

Case – In brief: A Financial Planner was requested by email (apparently from a client) to facilitate the withdrawal of funds from that clients’ investment account.  Unknown to the Financial...

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