For advisers & introducers
A direct conversation. A clear introduction.
A direct point of contact for advisers, property professionals and family offices coordinating insurance requirements. Tell us about the client, the requirement and your role.
A renewal, a change or a new requirement?
A clear starting point
Set out the enquiry.
Establish the scope.
You may be arranging a conversation for a principal, coordinating a property matter or introducing a client. Explain the broad requirement and how you are involved.
We can discuss high-value homes and collections, residential letting, trustee requirements and family-office insurance arrangements. Our team obtains quotations, with senior review and sign-off before recommendations are sent by email.
The family’s personal assets
High-value homes, jewellery, watches, fine art, antiques and wine collections. We consider ownership, use, valuations, limits and the basis of settlement.
Property interests
Residential buildings, blocks and let properties involve different parties and management arrangements. Describe who owns and manages the asset.
The office’s own responsibilities
We can discuss family-office arrangements, trustee requirements, legal expenses and relevant commercial products. Explain the role of the office and the ownership structures involved.
Your first message
Enough to begin.
No sensitive attachments.
- Your role and the appropriate contact.
- The broad subject of the enquiry.
- The relevant ownership or management structure, in general terms.
- Any renewal timing or planned change.
Obtain appropriate authority before sharing another person’s information. Agree the next document-sharing step with the team.
Cover depends on the particular risk, insurer agreement and policy terms.
The next step
Tell us what you need to protect.
Begin with a home, a building or a business.