Home | Login | Contact Us

E&O Insurance - 2017 - 2018

» Licensed Sales Agent
» Licensed Marketing Assistant
» Fee For Service Only

2019 CIFPs National Conference

2018 CIFPs National Conference

2017 CIFPs National Conference

2016 CIFPs National Conference

Past CIFPs National Conferences

CIFPs Professional Days

Continuing Education - 2018

About Us

Support Us

Investor Centre

Media Centre

Regulatory Map of Canada

Helpful Websites


E&O Rates - 2017 - 2018

This insurance policy may only be purchased from Marsh Canada, a licensed insurance broker.

BERKLEY CANADA

LIMIT OPTIONS - For EACH ADVISOR LICENSED FOR LIFE, A&S and/ or MUTUAL FUNDS

                         Limit of Liability

     Each Claim/*Aggregate        Deductible                        Premium

Option 1    $1,000,000/$2,000,000        $1,000 EACH CLAIM          $637.00

Option 2    $2,000,000/$2,000,000        $1,000 EACH CLAIM         $751.00

Option 3    $5,000,000/$5,000,000        $1,000 EACH CLAIM       $1,325.00

 

LIMIT OPTIONS - For EACH ADVISOR LICENSED FOR LIFE, A&S ONLY

                         Limit of Liability

     Each Claim/*Aggregate        Deductible                    Premium

Option 1    $1,000,000/$2,000,000        $1,000 EACH CLAIM          $550.00

 

LIMIT OPTIONS - For EACH FEE FOR SERVICE ADVISOR MUST BE CERTIFIED FINANCIAL PLANNER

                         Limit of Liability

     Each Claim/*Aggregate        Deductible                    Premium

Option 1    $1,000,000/$2,000,000        $1,000 EACH CLAIM       $ 600.00

Option 2    $2,000,000/$2,000,000        $1,000 EACH CLAIM       $ 790.00

LIMIT OPTIONS - For EACH LICENSED MARKETING ASSISTANT (LMAs)(Licensed Life, A&S and/or Mutual Fund advisors that DO NOT have any personal sales AND DO NOT receive any commission income.)

                         Limit of Liability

     Each Claim/*Aggregate        Deductible                                 Premium

Only 1 Option    $1,000,000/$2,000,000        $1,000 EACH CLAIM          $400.00

 

 ENORSEMENT COVERAGE - Personal Income Tax Preparation Coverage
Annual Flat Premium $100.00 subject to a $1000 deductible.

* $5,000,000 Aggregate Limit each policy period applicable to business placed in the province of Manitoba. 

*Deductible applicable to damage only.


Copyright ©2002-2018 www.CIFPs.ca. All rights reserved.

CP4 - 7/16/2018 10:21:19 AM

Hosted by Ekkum Inc.