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MA & Fidelity certificat

By susanna clark on Mon, 08 Apr 2019 at 21:31

Good day,
Since the implementation of STMA in Oct. 2016 - is it a COMPULSORY that managing agents who has access to BC funds, to have an up to date fidelity fund registered with EAAB?


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RE: MA & Fidelity certificat

Murray Bennett replied on Wed, 10 Apr 2019 at 22:48

Yes - refer to this article about fidelity cover and fidelity fund certificates.

RE: RE: MA & Fidelity certificat

susanna clark replied on Fri, 12 Apr 2019 at 20:27

Thank you Murray.
It was established that our MA the director does not have a fidelity fund certificate but that the agency has one in some other person's name who is not known to our BC. Also this certificate has as yet not been renewed for 2019. What to do now for surely this is illegal operating as MA without such???? Please advise?

RE: MA & Fidelity certificat

Clive Owens replied on Sat, 13 Apr 2019 at 07:26


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