Download Center

In our Download Center, you can download all of our applications and other useful information such as claims scenarios, loss prevention guides, applicable laws and our glossary.

Investment Advisers

Errors & Omissions Liability
	Application
	Investment Mngmt. Company and Investment Adviser Loss Prevention Guide
	Claim Scenario 1
	Claim Scenario 2
	Claim Scenario 3
	Claim Scenario 4
	Claim Scenario 5

Advisers ERISA Bonds
	Application
	ERISA Reqs.

Fidelity Bonds
	Application

State Surety Bonds
	Application

Directors & Officers Liability Insurance
	Application

In-House Pension Coverage
	Application

Employment Practices Liability
	Application
	Loss Prevention Guide
	Claim Scenario 1
	Claim Scenario 2
	Claim Scenario 3
	Claim Scenario 4

Investment Mngmt. Consultants Errors & Omissions
	Application

Corporate Identity Protection
	Application
	Claims Scenarios

*Mutual Funds*

Directors & Officers/Errors & Omissions
	Application
	Claim Scenario 1
	Claim Scenario 2

Fidelity Bonds
	Application
	Rule 17g-1

Independent Directors Liability Insurance
	Application

*Securities Broker/Dealers*

Errors & Omissions
	Application
	Claims Scenarios

Fidelity Bonds
	Application for Most States
	Application for CA and NY
	Application for NC and TX
	Application for IA
	NASD Fidelity Bond Rule

STAMP/SEMP Surety Bonds
	**call us to ask which application is right for you. Application --The Hartford
	Application – The Travelers

Corporate Identity Protection
	Application
	Claims Scenarios

*Hedge Funds/Private Investment Funds*

Errors & Omissions Liability
	Application
	Claims Scenarios

Fidelity Bonds
	Application

*Glossary*
	The Investment Industry’s Guide to Insurance Coverage and Terms

Theodore Liftman Insurance, Inc. | 101 Federal Street, Boston, MA 02110-1827 | Phone: 617-439-9595 | To email us, click here