Professional Indemnity Insurance

This session will provide an overview of professional indemnity insurance requirements and will aim to provide members with an introduction to the new ATMA Professional Indemnity product designed in conjuction with Express Insurance which has been specifically tailored for ATMA members and is fully compliant with both the TPB and our new PSC requirements.

Topics to be covered include:

• About Express Insurance

• What is Professional Indemnity(PI) Insurance
  • Definition
  • Key Terms & Coverage
• TPB/PSC Requirements

• Express Facility for ATMA members
  • Policy Features
  • Premiums
  • On Line System
  • Renewals
  • Broker Service/Support
• Other Insurances
  • Public Liability
  • Fidelity
• Questions

This session is suitable for Tax Agents, BAS Agents, Advisors and Accountants.

About the Presenter Richard Coloretti, CEO—Express Insurance

Richard has over 18 years in the insurance industry the majority of which was spent with global broker Willis Group, where he worked in a number of senior operational and management positions both in Australia, the UK and USA. Richard in his capacity as CEO is the key driver of our online growth and support strategy.

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