ALTEO is a professional liability
insurance solution designed specifically for independent financial advisors and firms.
An innovative solution for your E&O needs | Program exclusive to members of CDPSF
Insurance
designed for
you
The ALTEO program offers
-
- Some of the most comprehensive coverage on the market
- A simplified subscription process
- No deductible applicable in the event of a claim
You also benefit from
-
- Competitive pricing
- Comprehensive coverage against cyber risks and disciplinary investigations
- Privileged access to CDPSF’s offer and services
What the
program
includes
Insurance limit
From $1 million to $5 million per claim and per insurance period
Disciplines covered
Personal insurance, group insurance, group savings, financial planning, scholarship plans,
mortgage brokerage (and other practices upon request)
Extended coverage
5 years free of charge
Endorsements for all Canadian jurisdictions
Included at no cost
Additional
coverage
at no cost
Cyber coverage up to ($250,000)
-
- Security and confidentiality breach
- Notification and restoration costs
- Ransomware
Outside Directorship ($250,000)
Lega fees for disciplinary hearings and regulatory investigations up to ($50,000)
-
- Legal support from day 1
Apply now
- Please download the form below:
Alteo-program-form.pdf - Complete it, sign, and date it.
- Then send it to us by email, via our contact form,
or directly to our email address: [email protected]