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Financial Professionals
Victor’s Errors and Omissions (E&O) insurance for financial professionals offers comprehensive coverage against allegations of errors, omissions and negligent acts. In addition, we offer flexible solutions and added insurance products to help insureds avoid coverage gaps.
Eligibility
The following provides examples of a few of the financial professions eligible for Victor’s E&O insurance:
- Accountants/Chartered accountants (CA)
- Bookkeepers
- Chartered general accountants (CGA)
- Chartered management accountants (CMA)
- Collection agencies
- Premium financing companies
Coverage Details
- Policy Form – Claims-made and reported
- Policy Period – Annual and multi-year policies
- Capacity – Limits up to $5,000,000 with higher limits available on an individual basis
- Territory – Services rendered anywhere in the world, however, suits or judicial proceedings must first be brought against the insured in Canada
Policy Features
- Policies comply with current provincial regulatory requirements
- Civil penalties
Submission Requirements
- A completed profession-specific Victor E&O application form (see list below) or a completed generic Victor Errors and Omissions Insurance application form