Mutual funds face a variety of exposures. Liftman Insurance has vast experience with mutual funds and their exposures. That’s why we’ve put together insurance products custom-tailored for you.

We offer the following coverages for mutual funds:

• Mutual Fund Directors & Officers/ Errors & Omissions Liability Insurance
• Mutual Fund Fidelity Bonds (Rule 17g-1 Fidelity Bond)
• Mutual Fund Independent Directors Liability Insurance
• Data Security & Privacy Liability

To find out more about our coverage for mutual funds, click on a sub-category or contact us to discuss other mutual fund insurance that we provide.

Liftman Insurance also customizes insurance policies for specific client requirements.