Fiduciary Liability Insurance Policy

Summary

The template is a Fiduciary Liability Insurance Policy. This template includes practical guidance and drafting notes. This template contains many elements found in the typical Fiduciary policy form. Notable differences between this policy and other common forms are sometimes discussed in the annotations. However, this template is not intended to capture all of the various coverage enhancements, exclusions, endorsements, or other modifications that may be found in the insurance marketplace. Each policy should be read carefully and insurance professionals should be consulted as specific questions arise. Capitalized terms in the annotated comments are intended to refer to defined terms as used in the attached Fiduciary policy form. For related information, see practice notes Fiduciary Liability Insurance and Occurrence or Claims-Made Policies. For related templates, see Notice of Circumstance (Claims-Made Policy), and Notice of Claim (Claims-Made Policy).