Hawaii Investment Adviser Bond |
AmeriPro Surety Bonds | 844-589-9732
Investment Advisers – Hawaii
Investment advisers in Hawaii are regulated by the state’s Department of Commerce and Consumer Affairs (DCCA), Business Registration Division – Securities.
Hawaii investment adviser registration includes the obligation to obtain a $50,000 surety bond. Our agency offers this bond to you for your compliance within a matter of minutes.
Qualifying and the Premium
You are automatically approved for the $50,000 Hawaii investment adviser bond. This is because the process is streamlined with no credit check required.
Instead, to obtain your bond, we’ll need the following:
- A completed application which we can begin with you over the phone but which you’ll need to sign;
- A copy of a recent financial statement (you will be approved regardless of your financial balance; still this is required).
After payment of the premium of $750, the bond is issued to you immediately and mailed to you along with the Power of Attorney form by the following business day. Overnight delivery is available for an additional fee.
Premium Prepayment Options
At $750 premium, the Hawaii investment adviser bond is active for a one year period and renews on the anniversary of its issuance. The option exists to prepay your bond for up to 3 years, thereby offering you a savings over annual renewals.
The premium prepayment options and savings are as follows:
- If prepaid for 2 years, the premium is $1350, a $150 savings;
- If prepaid for 3 years, the premium is $1950, a $300 savings.
Purpose of Your Surety Bond Requirement
The Hawaii investment adviser bond is a financial guarantee of your compliance with Chapter 485A of the Hawaii Revised Statutes which is Hawaii’s Uniform Securities Act.
AmeriPro Surety Bonds provides investment adviser surety bonds in all states where this is a requirement of registration. We are also a nationwide provider of license and permit surety bonds.
Please call our agency today at:
Or, you may fill out the form below and an agent will contact you…