AmeriPro Surety Bonds provides Investment Advisers with the Utah Investment Adviser bond for either $10,000 or $35,000. No matter when purchased, the bond expires on December 31st of the same year. Call us today at 844-589-9732.
Regardless of when a Utah Investment Adviser registers as such, the licensing and Utah investment adviser bond both expire on December 31st of each year.
AmeriPro Surety Bonds provides both the first-time and renewal Investment Adviser bond.
We also provide the bond in either of the two amounts required by state law.
Utah Investment Advisers are both regulated by the state of Utah Department of Commerce, Division of Securities and the federal government.
Both the state and the federal government are concerned that Investment Advisers meet compliance requirements as it relates to customers, recommendations provided, and the security of customer accounts.
Investment advisers are defined as those who professionally offer financial and investment advice and are compensated for the same.
Involved in the license to be come a Utah investment adviser are all of the following:
The amount required for the Utah Investment Adviser bond will be
The Utah Administrative Code, Rules R164-4-5 determines which amount of surety bond is required.
The premium for the Utah Investment Adviser bond will be determined by:
AND
AmeriPro Surety Bonds uses a “soft pull” for credit scores which means that our credit check will not adversely affect your score.
Applicants will only pay a small percentage of the bond amounts.
As noted above, both the Investment Adviser license and bond expire on December 31st of each year.
So, if a bond is purchased on December 15th, that will bond will expire by the December 31st of the same year.
The bond always renews on an annual basis.
We know you have choices for your surety bond requirements.
We thank you for choosing AmeriPro Surety Bonds and we look forward to working for you to get the best pricing available for your surety bond.
AmeriPro Surety Bonds is a surety bond-only agency providing license and permit, fiduciary, court, and contractor bonds throughout Utah.