As far as insurance products are concerned, SAM is in intensive negotiations in order to be able to offer to our members a comprehensive insurance cover at the most competitive conditions and the best possible conditions and solutions for estate and succession planning and management.

AXA:
AXA offers SAM members a modular insurance cover that is specially tailored to the needs of wealth and portfolio managers. Professional liability insurance can be supplemented by directors' and officers' liability insurance and/or fidelity insurance (crime insurance).

OCTIUM GROUP:
Octium is an independent international insurance group specialising in the design, structuring and distribution of unit-linked life insurance products. 

As we are aware of the complexity of certain contractual clauses, we not only offer our members policies that best suit their needs, but are also currently preparing training courses in the three regional languages. In these training courses, the special features of the contracts are presented and the specifics of the insurance cover are illustrated using various case studies. 

The regular contacts have also enabled us to delve deeper into other topics, such as pension issues. The aim is to offer flexible pension products that allow investment specialists, such as asset managers, to decide for themselves how they want to invest their pension assets.

In addition to AXA and Octium Group, SAM has made contact with other institutions in order to expand its range.

Solutions Booklet – Compliance and Insurance

Solutions Booklet – PMS and CRM