Fidelity Bond And Errors & Omissions
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1 Fidelity Bond And Errors & Omissions Insurance Coverage Information 402 West Broadway, Suite 400, San Diego, California Office: (619) Facsimile: (619) Web site: San Diego Irvine Pasadena Fresno San Francisco Chicago New York New Jersey Delaware Hawaii
2 Fidelity Bond Coverage The Exeter Group of Companies, including Exeter 1031 Exchange Services, LLC and Exeter Fiduciary Services, LLC, are pleased to provide its clients and their advisors with the following fidelity bond coverage information: Fidelity Bond Coverage 5 Million Please refer to the attached Certificate of Liability Insurance for complete fidelity bond coverage information, including policy numbers, term and coverage amounts. You are also welcome and encouraged to contact our insurance broker to verify that our coverage is still in full force and effect. Their contact information is: Insurance Broker Contact Nickie Tran IQ Risk Insurance Services 9070 Irvine Center Drive, Suite 220 Irvine, California Direct Fax Cell [email protected] 402 West Broadway, Suite 400, San Diego, California Office: (619) Facsimile: (619) Web site: San Diego Irvine Pasadena Fresno San Francisco Chicago New York New Jersey Delaware Hawaii
3 ACORDTM PRODUCER INSURED CERTIFICATE OF LIABILITY INSURANCE IQ Risk Insurnace Services, LLC 9070 Irvine Center Dr. #220 Irvine CA (949) (626) The Exeter Group, LLC 402 W. Broadway, Ste 400 San Diego CA COVERAGES INSR ADD'L LTR INSRD TYPE OF INSURANCE AUTOMOBILE LIABILITY ANY AUTO ALL OWNED AUTOS SCHEDULED AUTOS HIRED AUTOS NON-OWNED AUTOS POLICY NUMBER 9/14/2009 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. INSURERS AFFORDING COVERAGE INSURER A: INSURER B: INSURER C: INSURER D: INSURER E: POLICY EFFECTIVE DATE (MM/DD/YY) POLICY EXPIRATION DATE (MM/DD/YY) COMBINED SINGLE LIMIT (Ea accident) BODILY INJURY (Per person) BODILY INJURY (Per accident) LIMITS DATE (MM/DD/YYYY) THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. GENERAL LIABILITY COMMERCIAL GENERAL LIABILITY CLAIMS MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: PRO- POLICY JECT LOC Navigators Insurance Company EACH OCCURRENCE DAMAGE TO RENTED PREMISES (Ea occurence) MED EXP (Any one person) PERSONAL & ADV INJURY GENERAL AGGREGATE PRODUCTS - COMP/OP AGG Cert ID 335 NAIC # PROPERTY DAMAGE (Per accident) GARAGE LIABILITY AUTO ONLY - EA ACCIDENT ANY AUTO OTHER THAN AUTO ONLY: EA ACC AGG EXCESS/UMBRELLA LIABILITY EACH OCCURRENCE OCCUR CLAIMS MADE AGGREGATE DEDUCTIBLE A RETENTION WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? If yes, describe under SPECIAL PROVISIONS below OTHER Employee Theft NY09CCCN04525NV 9/1/2009 WC STATU- TORY LIMITS E.L. EACH ACCIDENT OTH- ER E.L. DISEASE - EA EMPLOYEE E.L. DISEASE - POLICY LIMIT 9/1/2010 Per Occurrence: 5,000,000 Ded. Per Occurrence: 100,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES / EXCLUSIONS ADDED BY ENDORSEMENT / SPECIAL PROVISIONS *10 Days Notice of Cancellation for Non-Payment of Premium. All Names Insured under this policy: The Exeter Group, LLC; ; Exeter Reverse 1031 Exchange Services, LLC; Exeter Advance Exchange Strategies, LLC; Exeter Advance Exchange Parking Services, LLC; Exeter Consulting Group, LLC; Exeter Exchange Management Corporation; Exeter SDIRA Corporation and Exeter Fiduciary Services, LLC. CERTIFICATE HOLDER Proof of Insurance CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO SHALL IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER, ITS AGENTS OR REPRESENTATIVES. AUTHORIZED REPRESENTATIVE 30 ACORD 25 (2001/08) ACORD CORPORATION 1988 Page 1 of 12
4 Errors & Omissions Insurance Coverage The Exeter Group of Companies, including Exeter 1031 Exchange Services, LLC and Exeter Fiduciary Services, LLC, are pleased to provide its clients and their advisors with the following errors and omissions insurance coverage information: E & O Insurance Coverage 1 Million Please refer to the attached Certificate of Liability Insurance for complete errors and omissions insurance coverage information, including policy numbers, term and coverage amounts. You are also welcome and encouraged to contact our insurance broker to verify that our coverage is still in full force and effect. Their contact information is: Insurance Broker Contact John L. Torvi Herbert H. Landy Insurance Agency 75 Second Avenue, Suite 410 Needham, MA Direct (800) , ext. 117 Fax (800) [email protected] 402 West Broadway, Suite 400, San Diego, California Office: (619) Facsimile: (619) Web site: San Diego Irvine Pasadena Fresno San Francisco Chicago New York New Jersey Delaware Hawaii
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