The financial services profession has been subject to legislative change and certain areas (such as banking and financial advice) have also had specific attention in government investigations.
Whilst at Agile we understand whilst the majority of Accountants are not providing specialist financial planning advice, you are still captured by the same legislation and could be subject to the consumer complaints process. If required, our policy can extend to the exposures of your business having a limited AFSL licence.
Get an Financial Lines quote
You can organise a quote from our underwriting team by using the form below.