Sentences with phrase «fidelity bonds»

For its business insurance, State Farm offers business property and liability products, business auto insurance, surety and fidelity bonds, specialty business liability, workers compensation, mobile property and inland marine.

For example, you can purchase several types of fidelity bonds, either to protect the business in the event of dishonest acts by all employees, or by named employees.

He also handles commercial litigation insurance matters involving directors and officers insurance, fidelity bonds, EPLI insurance, and errors and omissions insurance.

She handles matters regarding all types of policies, focusing specifically on fidelity bonds, directors and officers insurance, and EPLI insurance.

Asserting or defending mechanics» lien and bond claims for payment bonds, performance bonds, fidelity bonds, and lien foreclosure

Finally, some brokerages ensure the safety of traders» funds through fidelity bonds placed with insurance companies.

Fixed Income Analysis Tool View your Fidelity bond and CD holdings and get detailed analytics and cash - flow reporting.

RIAs are eligible to participate in the Program if they represent to Fidelity Investments that they meet the following criteria: (1) RIA is an investment adviser registered and in good standing with the U.S. Securities and Exchange Commission and / or any applicable state securities regulatory authorities or is exempt from such registration; (2) RIA's representatives who provide services to referred clients are appropriately registered / licensed as «Investment Advisers Representatives» in required jurisdictions; (3) RIA charges fee - based, asset - based, or flat - rate investment advisory service fees (which may include hourly fees); (4) RIA will maintain a minimum of $ 350,000,000 in total regulatory assets under management, as reported in response to Item 5 in Part 1A of the RIA's Form ADV, throughout the duration of RIA's participation in the Program; (5) RIA and all associated persons of the RIA who manage client assets or who supervise such associated persons shall at all times be covered through both Errors and Omissions Liability Insurance and Fidelity Bond Coverage; and (6) RIA maintains a minimum of two principals or officers as well as a minimum of five employees.

Our diverse offering includes 11 Fidelity sector ETFs, 3 Fidelity bond ETFs and 8 Fidelity factor ETFs.

Fidelity Bond ETFs Choose from 3 actively managed commission - free ETFs online that use Fidelity's investment research, with the potential to outperform the index.

The Fidelity Bond Ladder Tool can help you build a portfolio of bonds that mature at staggered intervals.

While looking at Fidelity bond funds, I came across this...

And it requires anyone who has access to the fund's securities to hold a fidelity bond, which would pay out if someone did manage to steal any of the money.

Blanket fidelity bond: Insurance brokerage firms are required to carry to protect customers from the dishonesty or carelessness of brokerage employees and officers.

Face - amount certificate Face - amount certificate company Face value Fair market price Feasibility study Federal covered securitiy Federal funds Federal Home Loan Mortgage Corporation (FHLMC or «Freddie Mac») Federal National Mortgage Association Federal Reserve Board Fidelity bond Fiduciary FIFO Fill - or - Kill Financial futures Financial and operations principal Firm commitment underwriting Firm quote Five percent policy Fixed annuity Fixed assets Fixed income pricing system (FIPS) Fixed - unit investment trust Floor brokers Flower bonds FNMA FOCUS report FOK FOMC Forward pricing Fourth Market FRB Free Credit Balances Freeriding Freeriding and withholding Frozen account Full authorization or discretion Fully diluted earnings per share Fully paid securities Functional allocation Fundamental analysis Futures

Backing away Balance of payments Balance of trade Balance sheet BAN Bankers» acceptances Basis Basis book Basis points Bearer Bear market Bear Spreads Best - efforts underwriting Beta Bid price Blanket fidelity bond Block trade Blue Chip Stocks Blue List Blue List Total Blue Skying Blue Sky Laws Board Broker Bond Bond Anticipation Note Bond Buyer Bond Index Bond Swap Book entry Book value BP option Branch office Breadth of the Market Breakeven Point Breakpoint Breakpoint sale Broker Broker / Dealer Broker's broker Bull market Bull spread Bunching Business cycle Buyer's option Buying power Buy stop

In addition, unsupervised correspondent lenders (as opposed to brokers) must provide business and personal credit reports, audited financial statements, quality control plans, sanctions letters and funding programs, and finally post a fidelity bond of at least $ 300,000 and carry at least $ 300,000 of errors and omissions insurance.

(n) requiring that agents who hold a licence for life insurance carry errors and omissions insurance, furnish a fidelity bond or belong to a compensation fund, and fixing the amount, form, requirements and terms thereof;

Represented financial institution in obtaining multi-million dollar recoveries on fidelity bond claims involving dishonest employees and fraudulent instruments.

David has acted for clients in a wide range of disputes, including shareholder and partnership disputes, securities litigation, class action defence, proceedings under the Competition Act, employment law disputes, contract disputes, breach of confidence / intellectual property disputes, fidelity bond claims, and professional negligence claims.

Some of these might include certain crimes, spoilage of merchandise, computer equipment, mechanical breakdown, forgery and fidelity bond, but the coverage limits for these inclusions are typically low.

In the event that an employee shares information that they shouldn't or puts your business at risk, you will be grateful you weren't held liable due to the coverage of a fidelity bond.

Encharter Insurance offers a variety of bonds, but one of the most common for a typical business owner is the fidelity bond.

Having a fidelity bond can help offer coverage for losses that may come as a result of a variety of situations that can derail a business.

Optional property endorsements that can be added to a BOP include coverage for certain crimes, spoilage of merchandise, computer equipment, mechanical breakdown, forgery and fidelity bond, but the coverage limits for these inclusions are typically low.

A fidelity bond is a form of insurance protection that covers policyholders for losses that they incur as a result of fraudulent acts by specified individuals.

Need a fidelity bond, surety bond or a license and permit bond?

Does the Qualified Intermediary («Accommodator» or «Facilitator») maintain sufficient fidelity bond coverage to insure against employee theft or embezzlement of the 1031 Exchange funds?

«Washington state law, RCW 19.310.040, requires an exchange facilitator to either maintain a fidelity bond in an amount of not less than one million dollars that protects clients against losses caused by criminal acts of the exchange facilitator, or hold all client funds in a qualified escrow account or qualified trust.»

February 9, 2006 — San Diego, California — Exeter 1031 Exchange Services, LLC puts $ 30 million fidelity bond and $ 3 million errors and omissions insurance coverage in place to protect client funds

Exeter 1031 Exchange Services, LLC, and its affiliate companies, maintain $ 5 million in fidelity bond coverage (per occurrence) to protect your fiduciary funds.

Not exact matches

Bond & Specialty Insurance — Bond & Specialty Insurance provides surety, fidelity, management liability, professional liability, and other property and casualty coverages and related risk management services to its customers in the United States and certain specialty insurance products in Canada, the United Kingdom, the Republic of Ireland and Brazil, utilizing various degrees of financially - based underwriting approaches.

After eight years of being a bond trader, including a stint at Fidelity, he was laid off in December 2008.

Funds that own high - quality bonds with shorter durations, such as Fidelity Short - Term Bond, can help reduce your portfolio's sensitivity to rising rates.

Fidelity offers investors the opportunity to participate in both the new issue and secondary bond markets.

Like Fidelity's other municipal bond funds, DMFs offer professional management, diversification, and seek to provide federally tax - exempt income.

Fidelity Strategic Funds are multi-asset-class strategies that seek to address key income needs — bond income from global sources, non-bond income, and real return — by investing in a diversified mix of fixed income and / or equity investments chosen for their historical combined performance.

Many funds companies, including Vanguard and Fidelity, offer short - term bond funds that will likely outperform during a rising interest - rate period.

Fidelity makes it easy for you to view and select from our large inventory of new issue and secondary market bonds and CDs to meet your needs.

«The choices you make about your mix of stocks, bonds, and cash should be based on your personal situation, goals, risk tolerance, and timeline, and you should maintain that asset mix through the ups and downs of the market,» explains Ann Dowd, CFP ®, a vice president at Fidelity.

Fidelity's Julian Potenza seconded Darda's emphasis of muni bonds, saying «investors should consider keeping the portion of their fixed - income portfolio that is currently earmarked for liquidity relatively short, in terms of duration.»

Viewpoints checked in with Julian Potenza, co-manager of Fidelity Short - Term Bond Fund, for his take on opportunities in this shifting bond - market landscBond Fund, for his take on opportunities in this shifting bond - market landscbond - market landscape.

Now, I pick and buy my own muni bonds via Fidelity instead of using a broker at a bank or at a brokerage firm.

Ford O'Neil, who oversees about $ 100 billion in bonds for Fidelity Investments, says the sharp run - up in yields since the election of Donald Trump may not be justified.

For Fidelity held, outside, and hypothetical bond funds, it also displays a Hypothetical Portfolio Income for the current month to the end of the year.

Add positions held outside of Fidelity by importing an Excel spreadsheet or hypothetical positions discovered in a bond search.

For bond funds held at Fidelity, view the historical distributions for the prior months.

For bond funds held at Fidelity, the tool will display actual fund distributions from previous months.

How legislators handle all these issues could have a direct impact on the bond market, says Tom DeMarco, CFA ®, a market strategist in Fidelity Capital Markets» fixed - income division.

Like Fidelity's other municipal bond funds, DMFs offer professional management, diversification, and seek to provide federally tax - exempt monthly income.