Home | Login | Contact Us

E&O Insurance for Members

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

2025 CIFPs National Conference

2024 CIFPs National Conference

2023 CIFPs National Conference

Previous National Conferences

CIFPs Professional Days

CIFPs Ethical Conduct Sessions

Retirement Canada Dialogue 2023

Retirement Canada Dialogue 2022

Continuing Education - 2024

About Us

Support Us

Investor Centre

Media Centre

Regulatory Map of Canada

Helpful Websites


E&O Rates - 2019 - 2020

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          $600.00

Option 2    $2,000,000/$2,000,000        $1,000 EACH CLAIM         $715.00

Option 3    $5,000,000/$5,000,000        $1,000 EACH CLAIM       $1,270.00

 

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          $525.00

Option 1    $2,000,000/$2,000,000        $1,000 EACH CLAIM          $675.00

Option 1    $5,000,000/$5,000,000        $1,000 EACH CLAIM          $1,075.00

 

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       $ 585.00

Option 2    $2,000,000/$2,000,000        $1,000 EACH CLAIM       $ 775.00

 

LIMIT OPTIONS - For EACH ADVISOR LICENSED FOR SECURITIES (STOCKS AND BONDS – IIROC REGISTERED)

                         Limit of Liability

     Each Claim/*Aggregate        Deductible                    Premium

Option 1    $500,000/$500,000        $1,000 EACH CLAIM       $ 855.00

Option 2    $2,000,000/$2,000,000        $1,000 EACH CLAIM       $ 1,190.00

 

LIMIT OPTIONS - For EACH LICENSED ASSISTANT (LAs)(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          $380.00

Only 1 Option    $2,000,000/$2,000,000        $1,000 EACH CLAIM          $675.00

Only 1 Option    $5,000,000/$5,000,000        $1,000 EACH CLAIM          $1,075.00

 

 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.


Copyright ©2002-2024 www.CIFPs.ca. All rights reserved.

CP4-DR - 6/13/2024 1:31:13 PM

Hosted by Ekkum Inc.