Idaho Investment Adviser Bond |
AmeriPro Surety Bonds | 844-589-9732
Investment Advisers – Idaho
Investment advisers in Idaho are regulated by the state’s Department of Finance in addition to any federal regulatory bodies.
A condition for licensing to offer advisory services in Idaho is that you obtain a $25,000 surety bond.
Qualifying and the Premium
You are automatically approved for the $25,000 Idaho investment adviser bond. There is no credit check, nor review by an underwriter.
To obtain your surety bond, we will only need the following:
- Completing a signed application, which we’ll provide to you;
- Providing us with a recent financial statement.
Again, you will not be denied the investment adviser bond; there is no credit check so you are, in fact, approved. However, we will need both of these items to issue the bond to you.
The premium is just $375 annually, and once paid, our agency issues this bond to you immediately.
Premium Prepayment Options
Your bond (and premium) renew annually. Our agency also offers you a premium prepayment option which will save you over year to year renewals of your surety bond’s premium.
The premium prepayment options and savings are as follows:
- If prepaid for 2 years, the premium is $675, a $75 savings;
- If prepaid for 3 years, the premium is $975, a $150 savings.
Purpose of Your Surety Bond Requirement
The bond is a financial guarantee which protects consumers from violations of the Uniform Securities Act (2004), as also any future amendments.
AmeriPro Surety Bonds is a surety bonds-only agency. We provide investment adviser surety bonds in all states where it is required by law in all 50 states.
Our agency also provides hundred of other license and permit bonds nationwide. Please call our agency today at:
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