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Errors & Omissions Insurance for Independent RIAs delivers affordable coverage without sacrificing superior protection. Conduct business with peace of mind knowing you have E&O coverage to keep your business protected.
RIA Errors & Omissions Insurance Coverage Highlights:
Affordable Premiums...starting as low as $1250
Easy Online Application...coverage may be bound instantly for eligible applicants
No Limit Sharing…never worry about sharing limits with other firms
Multiple Limit Options...choose what is best for you
Prior Acts Coverage as a Registered Rep...provides a smooth transition to RIA
Top Rated Carrier...coverage you can trust
You work hard to protect your clients so why not protect yourself as well? Learn more about RIA E&O Insurance and apply today at www.calsurance.com/ria.
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...ude:
Investment Advisors
Mutual Funds
Trustee Liability / Trusts
...firms including investment advisers, mutual funds, trustees/trusts, hedge funds, family offices, brokers/dealers and related professional ...
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...sional services
Are involved in mutual fund and annuity sales
Coverage is a...ancial products such as annuities or mutual funds.
Is coverage available for indepen...
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...visors
Real estate agents and brokers
IT and technology service provid...
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...ally distressed companies
Crowdfunding or pre-IPO ventures
Recapitaliz...an IPO, and entities involved in crowdfunding or complex financial structures....
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... of all sizes
Advisors managing mutual funds, hedge funds, and real estate p...ials, client agreements, resumes, and fund prospectuses are helpful additions....
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...e in helping insurance agents and brokers place hard-to-place E&O risks ac...s a valuable resource for agents and brokers looking to place challenging or n...