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E&O Insurance - 2016 - 2017

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E&O Rates - 2015 - 2016

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

WESTPORT INSURANCE CORPORATION

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 (Life/A&S)         $665.00

                                                          $2,500 EACH CLAIM (Mutual Funds)        

Option 2    $2,000,000/$2,000,000        $1,000 EACH CLAIM (Life/A&S)         $798.00

                                                          $2,500 EACH CLAIM (Mutual Funds)        

                                                          $2,500 EACH CLAIM (Mutual Funds)        

 

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          $525.00

Option 2    $2,000,000/$2,000,000        $1,000 EACH CLAIM          $838.00

 

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       $ 378.00

 ENORSEMENT COVERAGE - Personal Income Tax Preparation Coverage
Annual Flat Premium $75.00 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.


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