Financial Institutions Fidelity

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.

Video: Crime & Fidelity - Interview with Joe Prystupa

Contact

Joseph Prystupa
Vice President
201-334-4731
[email protected]

Matthew Dodd
Assistant Vice President
201-334-4722
[email protected]

Diego Ortiz
Director
201-334-4019
[email protected]

Downloads
Financial Institutions Fidelity
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.

This overview is provided for informational purposes only and is not intended to be a representation of coverage that may exist in any particular situation under a policy issued by one of the companies within Crum & Forster. All conditions of coverage, terms and limitations are defined and provided for in the policy.