CPD Webinar - Mergers and Acquisitions – Key Insurance Issues

Tuesday, 14 June 2022
11:00 am – 12:00 pm (UK time)
    • Diane Jenkins BA (Hons), ACII, Chartered Insurance Broker, Nick Thomas & Associates

This session looks at some of the insurance issues faced during a client merger or acquisition and explores some of the insurance solutions available.

Contents List

  • Types of M&A – management buyouts, private equity investment, acquisitions of new subsidiaries, refinancing

  • Common insurance issues seen in a M&A

    - Past liabilities that may be acquired (e.g., TUPE, environmental)

    - Runoff issues (PI, products)

    - D&O issues (change of control clauses, run-off)

    - Asset cover between signing and completion (contracting purchasers’ clauses, BI)

  • Checking a sale/purchase agreement (SPA)

  • Transaction liability products (W&I, Tax Indemnity, Legal Opinion)

  • Legal indemnities (e.g., restrictive covenants, lost documents)

Learning Objectives

By the end of the course, delegates will be able to:

  • Be aware of the key insurance considerations during a client merger or acquisition.

  • Understand how additional liabilities may be acquired.

  • Know the additional insurance products available to deal with M&A risks.

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.