Professional Indemnity Insurance for Credit Intermediation (Excluding Mortgage Brokerage)

Mandatory Coverage in Compliance with Portuguese Law

The activity of credit intermediation is increasingly regulated by the Bank of Portugal, and is subject to mandatory insurance, given the exposure to various risks and unforeseen situations. It is essential that professionals in this sector are financially and legally protected against potential claims.

With extensive experience in professional indemnity, we offer a policy specifically designed for Credit Intermediaries, in full compliance with legal requirements under Decree-Law No. 81-C/2017 and Ministerial Order No. 385-E/2017.

Who is it for?

Professionals engaged in Credit Intermediation (excluding mortgage credit).

What our policy covers:

Negligent errors or omissions in the exercise of the activity

Claims related to the misuse of third-party confidential information

Full legal defence costs included