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Financial Lines: Key Terminology | Part 1


At DUAL, we are committed to providing our brokers with relevant educational material to assist in conversions.

It is critical that clients are aware of the importance of keeping a claims made policy in place. DUAL Underwriting and Operations Director, Verone Shek, has put together a quick video to outline some important Financial Lines terminology including claims maderetroactive datecost inclusive and exclusive excesses.

Please click below to watch and stay tuned for another Financial Lines video outlining a few more key terms in the coming weeks.     




Or click below to watch the video in Cantonese


The content in this document is information only, it is not financial advice. It does not take into account any person's own objectives, financial situation or needs. The product information included in this document is only intended to be a summary of the highlights of the cover available. We encourage you to read the full policy wording for a full description of the terms and conditions and to obtain financial advice from your broker prior to purchasing the product.


If you have any questions or would like further information on Financial Lines, please contact your local DUAL Underwriter.

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