Mercer Consumer partners with best-in-class carriers to protect an investment adviser from dishonest, fraudulent acts and thus help protect its balance sheet.
An Investment Adviser’s Fidelity Bond indemnifies the employer for loss of money or other insured property sustained through dishonest acts of employees or third parties. Covered acts typically include larceny, theft, embezzlement, forgery, misappropriation, or other fraudulent activity committed by employees or third parties.
A typical Fidelity Bond for Investment Adviser consist of multiple Insuring Agreements that include:
Fidelity, On Premises, In Transit, Forgery or Alteration Securities, and Counterfeit Currency.
Additional coverage options may be available do include:
Computer Systems Fraud, Coverage for Data Processing Organization etc.
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