What should I do to avoid social engineering claims and prevent the associated sublimit?
1. Include written instructions in a retainer or other agreement for the receipt, release, and transfer of any funds or assets. 2. Advise in the written retainer or other agreement that the client or another party to which you owe a duty of care should not ordinarily expect to receive any revised instructions from you… Read More »
Categories: 2024 Insurance Isssue 2025