Plan for a change in ownership.
Cover can help fund a share purchase following an insured event. The insurance and any supporting legal arrangements need to work together.
How DFM helps
We review your needs and existing arrangements, assess suitable cover and explain our recommendation, premiums and important limitations. If you proceed, we help with the application.
What we consider with you
- List the shareholders and their ownership proportions.
- Discuss how shares would be valued and who would buy them.
- Review existing shareholder agreements with the appropriate legal adviser.
Important considerations
A policy does not itself transfer shares. The legal structure, policy ownership and covered events need individual review.
General information, not a personalised recommendation.