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HomeMy WebLinkAboutInsurance Certificate: PFM Financial Advisors LLC (2) • �.m.14 PFMIILL-01 HLUAN "% TE ��" CERTIFICATE OF LIABILITY INSURANCE DA12/6/2021Y» 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 Janice Boland Crystal IBC,LLC PHONE FAX 32 Old Slip 29th Fl (A/C,No,Ext): (A/C,No): New York,NY 10005 ADDAIIEss:Janice.Boland@alliant.com INSURER(S)AFFORDING COVERAGE NAIC a INSURER A:National Fire Insurance Company of Hartford 20478 INSURED INSURER B:Continental Insurance Company 35289 PFM Financial Advisors,LLC INSURER C:Vigilant Insurance Company 20397 1735 Market St,43rd Floor INSURER D: Philadelphia,PA 19103-2770 INSURER S: INSURER F: COVERAGES CERTIFICATE NUMBER: 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 TYPE OF INSURANCE ADDL SUBR POLICY NUMBER POLICY EFF POLICY EXP LIMITS LTR INSD,WVD (MM/DD/YYYY) (MM/DD/YYYY1 A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE .3 1,000,000 CLAIMS-MADE X OCCUR X 7018019790 1217/2021 12/7/2022 °REMSEs°cEaoccurrence) $ 1,000,000 MED EXP(Any one person) $ 15,000 PERSONAL&ADV INJURY $ 1,000,000 GE 'L AGGREGATE MIT APPLIES PER: GENERAL AGGREGATE $ 2,000,000 LI POLICY jEa X LOC PRODUCTS-COMP/OPAGG $ 2,000,000 OTHER: $ B AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT 1,000,000 (Ea accident) $ _ ANY AUTO _ X 7018019806 12/7/2021 12/7/2022 BODILY INJURY(Per person) $ OWNED SCHEDULED AUTOSRE� ONLY _ AUTOS yy D BODILY INJURY(Per accident) $ X AUTOS ONLY X AUTOS ONIILY (Peer accident)AMAGE $ B X UMBRELLA LIAB X OCCUR EACHOCCURRENCE $ 20,000,000 EXCESS LIAB CLAIMS-MADE X 7018019840 12/7/2021 12/7/2022 AGGREGATE $ 20,000,000 DED X RETENTION$ 0 $ C WORKERS COMPENSATION XSTATUTE 00TH AND EMPLOYERS'LIABILITY 71739979 1/1/2021 1/1/2022 1,000,000 AAN� RJM ANY PROPRIETOR/PARTNER/EXECUTIVE Y/N E.L.EACH ACCIDENT $ (Mend E NH)EXCLUDED? N/A E.L.DISEASE-EA EMPLOYEE $ 1'000'000 If yes,describe under 1,000,000 DESCRIPTION OF OPERATIONS below E.L.DISEASE•POLICY LIMIT $ DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES(ACORD 101,Additional Remarks Schedule may be attached if more space Is required) City of Ashland,Oregon,and its elected officials,officers and employees are Additional Insureds on a primary and non-contributory basis on the above referenced Commercial General Liability,Automobile Liability and Umbrella Liability Policies if required by written contract. 30 Days Notice of Cancellation Applies/10 Days Notice for Non-Payment of Premium. CERTIFICATE HOLDER CANCELLATION LL W O SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE or a, Cityof Ashland THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN $ ACCORDANCE WITH THE POLICY PROVISIONS. m 20 E Main St N Ashland,OR 97520-0000 m AUTHORIZED REPRESENTATIVE CD 1:1- O I • N ACORD 25(2016/03) ©1988-2015 ACORD CORPORATION. All rights reserved. o The ACORD name and logo are registered marks of ACORD 0 0 1 0 0 0 0 0 0 0 0 0 000007 0.60 GMS_16387999380014DEF CRYSTAL Financial.Institutions A DIVISION OF ALLIANT 32 Old Slip,New York,NY 10005 CITY OF ASHLAND 20 E MAIN ST ASHLAND OR 97520-1814 To Whom It May Concern: Attached please find requested certificate. In order to comply with green standards Crystal will no longer be mailing out hard copy certificates. Please provide Mervyn Meng (FIGCOI@alliant.com) with an email address to send certificates to going forward. Please also include "Named Insured XYZ" or "Agency Customer ID#"in the subject line of your email. Look forward to hearing from you. Thanks. U- w a U, M O n U, GD N O a- 2 N S O O O O O O O O S 0 0