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Open Categories Menu Information on How to Buy ERISA Bond Purchasing an ERISA Fidelity Bond is essentially the same as purchasing a fidelity bond for an investment advisory firm and this article is meant to serve as guide as to cost and timing to secure one of these bonds. Overview Generally a manager will [...]
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Posts Tagged ‘ erisa bond ’
10 October
Posted in
Laws, Legal Resources
ERISA Bonding Requirement for Hedge Fund Managers
ERISA Fidelity Bond Information Hedge fund managers who manages hedge funds which exceed the 25% ERISA threshold will need to purchase a fidelity bond. The questions and answers below on the ERISA fidelity bonding requirements were prepared by the Department of Labor which is the governmental agency which is in [...]
