Fidelity Bond
And
Errors & Omissions
Exeter 1031 Exchange Services, LLC
402 West Broadway, Suite 400, San Diego, California 92101
Office: (619) 615-4210 • Facsimile: (619) 615-4205 • Web site: www.exeter1031.com
San Diego • Irvine • Pasadena • Fresno • San Francisco • Chicago • New York • New Jersey • Delaware • Hawaii
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
$5 Million
Please refer to the attached Certificate of Liability Insurance for complete fidelity bond coverage information, including policy numbers, term and coverage amounts.
You are also welcome and encouraged to contact our insurance broker to verify that our coverage is still in full force and effect. Their contact information is:
Insurance Broker Contact Nickie Tran
IQ Risk Insurance Services 9070 Irvine Center Drive, Suite 220
Irvine, California 92618
CERTIFICATE HOLDER
INSURED
INSURERS AFFORDING COVERAGE
INSURER A: INSURER B: INSURER C: INSURER D: INSURER E: NAIC # ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
PRODUCER
CANCELLATION
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION
TM
ACORD
CERTIFICATE OF LIABILITY INSURANCE
DATE (MM/DD/YYYY)$ AUTO ONLY - EA ACCIDENT
$ $ AGG EA ACC AUTO ONLY: OTHER THAN GARAGE LIABILITY ANY AUTO $ (Per person) BODILY INJURY $ (Per accident) BODILY INJURY $ (Ea accident)
COMBINED SINGLE LIMIT
$ (Per accident) PROPERTY DAMAGE NON-OWNED AUTOS HIRED AUTOS SCHEDULED AUTOS ALL OWNED AUTOS ANY AUTO AUTOMOBILE LIABILITY INSRD ADD'L LIMITS DATE (MM/DD/YY) POLICY EXPIRATION DATE (MM/DD/YY) POLICY EFFECTIVE POLICY NUMBER TYPE OF INSURANCE LTR INSR
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES / EXCLUSIONS ADDED BY ENDORSEMENT / SPECIAL PROVISIONS POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING
COVERAGES
OFFICER/MEMBER EXCLUDED?
SPECIAL PROVISIONS below If yes, describe under
ANY PROPRIETOR/PARTNER/EXECUTIVE
$ $ $
E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEE E.L. EACH ACCIDENT
ER OTH-TORY LIMITS
WC
STATU-EMPLOYERS' LIABILITY WORKERS COMPENSATION AND
$ EACH OCCURRENCE $ AGGREGATE $ $ $ EXCESS/UMBRELLA LIABILITY
OCCUR CLAIMS MADE
DEDUCTIBLE RETENTION $
$ PRODUCTS - COMP/OP AGG
$ GENERAL AGGREGATE
$ PERSONAL & ADV INJURY
$ MED EXP (Any one person)
$ EACH OCCURRENCE DAMAGE TO RENTED
$ PREMISES (Ea occurence)
GENERAL LIABILITY
COMMERCIAL GENERAL LIABILITY CLAIMS MADE OCCUR
GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO-JECT LOC
OTHER
Exeter 1031 Exchange Services, LLC
All Names Insured under this policy: The Exeter Group, LLC; Exeter 1031 Exchange Services, LLC;
Ded. Per Occurrence: $100,000
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. A
San Diego CA 92101 402 W. Broadway, Ste 400 The Exeter Group, LLC (949) 679-3700 Irvine CA 92618
9070 Irvine Center Dr. #220 IQ Risk Insurnace Services, LLC
*10 Days Notice of Cancellation for Non-Payment of Premium. Employee Theft
(626) 535-9096
NY09CCCN04525NV 9/1/2009
Navigators Insurance Company
9/1/2010 Per Occurrence: $5,000,000
Cert ID 335
Exeter 1031 Exchange Services, LLC
402 West Broadway, Suite 400, San Diego, California 92101
Office: (619) 615-4210 • Facsimile: (619) 615-4205 • Web site: www.exeter1031.com
San Diego • Irvine • Pasadena • Fresno • San Francisco • Chicago • New York • New Jersey • Delaware • Hawaii
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
