Colonial Surety Covers Policies For:
Third Party Administrator, Investment Advisor Representative, Registered Investment Advisor, Registered Representative of a Broker Dealer, Enrolled Actuary, and 3(16)
Colonial Surety Company has formed a partnership with CEFEX to offer preferred rates for E&O coverage to pension professionals who achieve industry certifications through the Centre for Fiduciary Excellence (CEFEX). Don’t forget to identify that you are CEFEX certified when receiving a quote.
To learn more about a CEFEX certification please visit www.cefex.org.