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HomeMy WebLinkAboutInsurance Certificate: PFM Financial Advisors LLC ACCORD CERTIFICATE OF LIABILITY INSURANCE DAT12/3/Zo21 YY) THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED,subject to the terms and conditions of the policy,certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME: Brian ROzynBkl Crystal IBC, LLC PHONE FAX 32 Old Slip 29th Fl WC.No.Exfl:212-504-1882 (A/c,No): E-MAIL ,y. New York NY 10005 ADDRESS: brian.rozynski@alliant.com INSURER(S)AFFORDING COVERAGE NAIC# License#:BR-1359321 INSURER A:Lloyds of London 15792 INSURED PFMIILL-01 INSURER B:AXIS Surplus Insurance Company 26620 PFM Financial Advisors LLC 1735 Market Street,42nd Floor INSURER C: Philadelphia PA 19103 INSURERD: INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER:1680052751 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT,TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR ADDL SUBR POLICY EFF POLICY EXP LTR TYPE OF INSURANCE INSD WVD POLICY NUMBER (MM/DD/YYYY) (MM/DD/YYYYI, LIMITS COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ DAMAGE TO RENTED CLAIMS-MADE OCCUR PREMISES Ea occurrence) $ MED EXP(Any one person) $ PERSONAL&ADV INJURY _$ GENL AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ POLICY JET LOC ,PRODUCTS-COMP/OP AGG $ OTHER: $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ (Ea accident) _ _ ANY AUTO BODILY INJURY(Per person) $ OWNED SCHEDULED BODILY INJURY(Per accident) $ AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE �$ AUTOS ONLY _ AUTOS ONLY (Per accident) _ $ UMBRELLA LIAB OCCUR • EACH OCCURRENCE $ EXCESS LIAB CLAIMS-MADE AGGREGATE $ DED RETENTION$ $ WORKERS COMPENSATION PER OTH- AND EMPLOYERS'LIABILITY Y/N STATUTE ER ANYPROPRIETOR/PARTNER/EXECUTIVE N/A E.L.EACH ACCIDENT $ OFFICER/MEMBEREXCLUDED? (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ A Professional Liability(E&O) HMPL21-0407 12/7/2021 12/7/2022 Limit of Liability: $5,000,000 B ENN603700 12/7/2021 12/7/2022 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES(ACORD 101,Additional Remarks Schedule,may be attached if more space is required) Evidence of coverage only. CERTIFICATE HOLDER CANCELLATION w SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE o THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN .) ACCORDANCE WITH THE POLICY PROVISIONS. 0, City of Ashland 03 co 20 East Main Street AUTHORIZED REPRESENTATIVE Ashland OR 97520 03 Vi '-I i- ,G o- I , O ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD 0 0 a 0 0 0 0 0 m m m 0 0 0