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Private equity management liability

Running a private equity firm involves high-stakes decisions and big responsibilities. Our tailored insurance solutions help protect against significant risks, ranging from regulatory investigations and investor claims to the day-to-day challenges of managing portfolio companies.

Why partner with Santam for your private equity management liability insurance?

Expertise

Our underwriters and claims specialists have in-depth private equity knowledge and expertise — from fund governance and investor relations to portfolio company oversight and the complexities of deal structures.

Longevity

Private equity claims can arise years after the underlying event. With over 40 years of Financial Lines experience, we are trusted to handle these complex, long-tail claims with expertise, diligence, and consistency.

Solutions

Our customised insurance solutions are designed to tackle the unique and evolving risks faced by private equity firms, protecting fund managers, general partners, and directors throughout every stage of the fund’s lifecycle – from launch to exit.

Why private equity firms need this cover

Personal asset protection

Protects individual partners and executives from personal liability stemming from management decisions.

Business continuity

Provides legal defence expenses, and minimises disruption to operations during regulatory investigations or litigation.

Comprehensive liability cover

Designed for the complex risks of private equity, the policy provides cover for management liability, civil liability, employment practices, and outside directorships.

Protection against regulatory and investor actions

Covers claims stemming from fund governance matters, alleged breaches of fiduciary duty, regulatory investigations, and investor disputes.

Documents and resources

Download the necessary forms below to submit your claim, proposals or request. Attach any supporting documents before sending them.

Help and FAQ's

Roeann Lazarus

Head: Financial Lines

E-mail: roeann.lazarus@santam.co.za

Tel: +27 72 698 8276

What key information is required to get a quote?

Audited financials, proposal form, together with the Private Placement Memorandum (PPM) and/or Quarterly Reports.

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