Investment Company

Meets requirements for your specific risks

Berkley Crime’s ISO based crime insurance product is specifically designed to meet federal requirements for investment companies registered under the Investment Company Act of 1940. This includes registered management investment companies and mutual funds.

Broad crime coverage with flexible limits

Coverage is available for:

  • Fidelity
  • On Premises
  • In Transit
  • Forged or Altered Instruments
  • Forged, Altered or Counterfeit Securities
  • Counterfeit Money
  • Computer Fraud
  • Voice Initiated Transfer Fraud
  • Telefacsimile Transfer Fraud
  • Uncollectible Items of Deposit
  • Audit and Claims Expense

Standard coverage can be amended using a variety of coverage enhancements that allow us to tailor our coverage to your specific needs.

Coverage is written on the following basis:

  • Primary
  • Excess
  • Quota share

Limits available up to $25,000,000

Berkley Financial Specialists logo

Berkley Financial Specialists, a member company of W. R. Berkley Corporation, is dedicated to providing customized, comprehensive insurance solutions and outstanding personalized service to financial institutions. We offer specialized management liability and fidelity coverages.

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