Specialist Insurance & Valuations for HNW Clients

CPD Breakfast Presentation for Trust Professionals

69% of the clients Lyon & Turnbull have visited recently are underinsured.

Don’t be one of them.

✔ Know what is required for Insurance Valuations, Inheritance Tax Valuations, and Divorce Valuations.

✔ Ensure your Clients’ assets are appropriately protected – not too little, not too much – and regularly re-assessed.

✔ Avoid potential complications in the event of a claim.

Join CCV Jersey as their Guest at the CCV Jersey Inside Track CPD Breakfast Presentation in the Celestial Hall South at the Royal Yacht on Thursday, 29th September 2011:

• A Light Breakfast will be served from 8am
• Presentations to commence at 8.30am until 9.30am
• One Hour CPD Certificate available
• No charge to attend

Please note that prior registration is essential.

The Speakers will be Mervyn Albon, Class Underwriter Property Schemes, Broadgate Syndicate 1301 at Lloyd’s; and Rachel Doerr, Director, and Sean McIlroy, Senior General Valuer, at Lyon & Turnbull.

Mervyn will focus on the specific requirements of Household Insurance for High Net Worth clients; whilst Rachel and Sean will share their experience of Valuations for Fine Art and Antiques.

Speaker Profiles

Mervyn joined Syndicate 1301 in May 2008 as Property Schemes Underwriter, specialising in household, fine art and jewellery insurance solutions for High Net Worth individuals around Europe.  He has underwritten in the London market for Chubb Insurance Company of Europe SA, Hiscox Insurance Company and Hiscox Syndicate 33.  He also previously worked as a Senior Underwriter for A I G Private Client Group in New York.

Rachel and Sean bring extensive knowledge of valuation having worked previously with Philips Auctioneers in Chester and London. Sean is a fully qualified Valuer and has been involved in valuing antiques for over 25 years. He trained at Christie’s in London, now specialises in Furniture, Works of Art and Pianos, and is also an auctioneer.

Where and When

The Royal Yacht Hotel - Thursday, 29th September 2011 - 8am for 8.30am to 9.30am.

In-House CPD Sessions also possible

CCV Jersey are also able to provide In-House CPD sessions with all speakers whilst they are in Jersey, tailored to your specific requirements. Please contact your CCV Account Executive for more details.