Fidelity Bonds for Financial Institutions
We offer specialized coverage for banks, insurance/reinsurance companies, the investment management industry and other financial services to protect against losses due to employee dishonesty, theft, fraud, forgery and other exposures. Our Crime & Fidelity underwriting team is recognized as one of the most experienced in the industry. Experts in their field, our underwriters serve as a valuable resource for our agents/brokers and our customers, as well as for the industry through our leadership on Crime/Fidelity advisory boards (SFAA, ISO).
Our in-depth knowledge enables us to make decisions quickly, provide rapid turnaround, and deliver the customized solutions you need.
To learn more, download our Fidelity product sheet or contact our underwriters.
Contact
Joseph Prystupa
Vice President
Crime & Fidelity
201-334-4731
Joseph.Prystupa@cfins.com
Diego Ortiz
Director
Crime & Fidelity
201-334-4019
Diego.Ortiz@cfins.com
Downloads
Fidelity Bonds – Financial Institutions
Executive Risk Overview
Solutions & Services
Executive Risk
Management Liability
Professional Liability
Cyber Insurance
Crime & Fidelity
Commercial Lines
Claim Services
Fidelity – Target Classes
- Community and regional banks
- Insurance and reinsurance companies
- Non-custodial investment companies
- Mutual funds
- Registered investment advisors
- ERISA for third-party fiduciaries
- REITs
- Healthcare
- Family offices
- Trust funds
- Broker / dealers with registered representatives
- Finance companies
For additional risk classes, see our Fidelity product sheet or contact our underwriters.
For commercial and governmental accounts, visit our Crime Insurance page.
Fidelity – Highlights
CAPACITY
- $15,000,000 Primary or Excess
- Minimum premium: $7,500
FORMS
- SFAA Admitted Forms
- ERISA
- Proprietary Excess follow-form policy
COVERAGE EXTENSIONS
- Omnibus named insured
- Extortion – persons / property
- Claims and audit expense
- Social engineering
- Uncertificated securities
- FINRA rule 4360 compliant riders
- Unauthorized signatures
- Computer hacker / virus
- Fraudulent transfer instructions
For additional information, see our Fidelity product sheet or contact our underwriters.
Management
Liability
We provide D&O Liability, Employment Practices Liability, Fiduciary Liability and other specialty products for commercial enterprises and financial institutions.
Professional
Liability
Our customized coverage solutions address the Errors & Omissions (E&O) risks that providers of professional services face in the course of doing business.
Cyber
Insurance
Our Simple Cyber policy offers coverage for first-party and third-party exposures, 24/7 access to Cyber Response services, and loss control resources.
Crime
Insurance
Our Crime Insurance coverages are specifically designed for commercial and government entities to protect against employee dishonesty and other exposures.