Financial Planners

Through our exclusive facility and extensive knowledge of Financial Planners' needs, Quanta can assist brokers in providing reliable, great value cover.

Key Features

Our newly developed wording offers the following key features for Financial Planners:

  • RG126 compliant wording
  • Civil Liability Insuring Clause
  • Provides cover for Tax (Financial) Advice services provides or supervised by registered financial planners
  • No Approved Product List exclusion
  • No High Risk Investment exclusion - limited exclusion for some product types limited to past substantial product loss or failure
  • Automatic cover for New Authorised Representatives (subject to certain conditions)
  • Official cover for New Authorised Representatives (subject to certain conditions)
  • Defence costs in addition to the Limit of Indemnity for the first $500,000
  • Fidelity sub-limit of $500,000
  • Loss of documents sub-limit of $50,000
  • Official Investigations & Disciplinary Hearings sub-limit of $250,000
  • Capacity up to $2.5 million on any one claim


Please note that many of our downloads are in PDF format and require you to have Adobe Reader installed on your computer to view.

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Please Note: The proposal form may only be submitted via a licenced insurance broker. Quanta do not accept proposals directly from clients.

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