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Mortgage Brokers PII

BUSINESS PARTNERS

Chartered Insurance Broker

Mortgage Brokers Professional Indemnity Insurance – all you need to know

Millennium offers FSA compliant Mortgage Brokers PII quote and placing service exclusively for mortgage brokers, We can include all your FSA regulated mortgage general and pure protection activities. Non FSA regulated activities may be included on receipt of full written details Immediate quotes from a panel of specialist PII providers Cover available for Individual Directly Authorised firms and Network Principals PII Run off cover available Premiums can be paid by monthly instalments


key facts     FSA Fact Sheet pdf  FSA Fact Sheet “Buying PII”
Proposal form pdf  Mortgage Brokers PI proposal form
Run Off PII Application form pdf  Run Off PII Application Form

FSA website: Mortgage & General Insurance PII requirements

Cover FSA Requirements
Minimum Indemnity Limit (Any One Claim) a) Mortgage mediation £100,000 or 10% of annual income
b) General Insurance mediation €1 million any one claim
Aggregate Indemnity Limit a) Mortgage Mediation £500,000 or 10% of annual income
b) Insurance mediation €1.5 million or 10% of annual income if higher
Max Upper Limit Mortgage mediation £1 million - Insurance Mediation £30 million
Maximum permitted Excess a) Mortgage mediation: £2,500 or, if higher: 1.5% of annual income if not holding client money
b) Insurance mediation or mortgage intermediary holding client money or title documents: £5,000 or if higher: 3% of annual income
CML Arbitration & FOS Awards Mandatory
Breach of Confidentiality & Infringement of copyright Optional for additional premium
Loss of Documents Included
Dishonesty of Employees Included or via separate Fidelity Insurance
Who is covered? All employees, partners, directors self employed individuals and appointed representatives
Evidence of cover Requested by FSA annually in renewal subscription and RMAR returns

Commercial Department telephone 01952 28 2004 fax 01952 28 2002 email commercial@millenniuminsurance.co.uk