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HomeMy WebLinkAboutASCENDANT STRATEGY MANAGEMENT GROUP, LLC DBA CLEARPOINT STRATEGIES - INSURANCE CERTIFICATEDATE (M W DOlYYYY) A� R�� CERTIFICATE OF LIABILITY INSURANCE 1/14/2024 TH1S CERTIFICATE IS ISSUED AS A MATTEA OF INFORMATION ONLY AND CONFERS PIO RIGHTS UPON THE CERTIFiCATE HOLDER. THIS CERTIFlCATE DOES NOT AFFIRMATIVELY OR NEGATiVELY AMEND, EXTEND pR ALYER THE COVEFiAGE AFFpRDED BY 7HE POLICIES BELOW. THIS CER7lFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACi BETWEEN THfi ISSUING INSURER(S�, AUTHORIZED REPRESBNTATIVE OA PRQDUCER, AND THE CERT1FiCATE HOLOER. IMPORTANT: It the certlflcate holder is an ADbITiONAL INSUREO, !he poilcy(ies) must have AppItIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subJect to !he terms end condltlons oi the poficy, certafn policles may require an endorsement. A statement on thls certillcate does not confer rf hts to the certificate hotder in Neu of such endorsement(s . ?RObUCER MAME: �Ibby SUfI Pa3mer & Cay, LLC pHQNE a 3050 Peachtree Rd NW • 404-633-5800 ac No : 404-991-6060 Suate 475 E•MAIL _ADDA�S3: libby sun�Aalm_erandcay.com ana�ra r.a �n�n� i a: Martford Underwriters Insurance Comqa� INSURED ASCESTR•02 INSURER B : Ascendant Strategy Management Group, LLC dba Clearpoint Strategy INSURERC: 75 Arlington St., FL 5 IHSt3ti6RD: Boston MA 02116-3936 IH9URER E: INSURER F : COVERAGiES CERTIFICATE NUMBER:734955528 REVISION NUMBER: NAIC If 30104 42374 THIS IS TO CERTIFY TMAT THE POLICIES OF INSURANCE LI57ED BELOW HAVE BEEN lSSUED TQ THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANOING ANY REQUIREMENT, TERM OR CONDiTION OF ANY CONTRACT OR OTtiER DOCUMENT WITH RESPEGT;O WHICFf THIS CERTIFICATE MAY BE ISSUEO OR MAY PER7AIN. T!-IE INSURANCE AFFOFDED BY THE POLtGIES DESCRIBED WEREIN IS SUBJEGT TO ALL THE TERMS, EXCLUSIpNS AND CONDITIONS �F SUCH POIICIES. LIMITS SHOWN MAY HAVE BEEN FEDUCED BY PAID CLAIMS. ��7p TYPEOF INSURANCE AN p�Isjy ep j POtICY NUMBER � M►�+UUDD+YYYF^ M�MrD' DNYYA UMITS I _ r_..—. �_T._ �.__.��_.__.__w�_.__ � A X E COIdRtERCIAL dENERAL �IABIUTY ` 20 SBA AP9VDS 1114/2Q24 1t14l2025 ��qCH 0(;CLIRREMCE S 1.000,000 � �A Aii�TB �E}uTEb j i CLAIMS•MADE x QCCUR � PREMISES�Ea ocarr,r�nce�_. S�.�OD.00� ` _ �T. _ ___ _ `_ _ I l MHD FXP (My one erson) � 10,000 ( I PERSOMAL & ADV INJURY a 1.000.000 GEN'L ApdREGATE UMIT APPLlES PER I GENERAL AGGREGATE 32.000,000 %t POLICY PRO II � — JEC7 �� � PRODUC7S COMPlOP AGG S 2.000,000 OTHER E a A AUTOMOBILEUABItITY 20 S8A APBV�S f 1l14/2024 7l14/2025 ��`'�B�NEO SINGLE LIMIT g j,40D.000 (E@ acpd9nl) _ ANY AUTO � BQDILY INJURY (Per persan) $ OWNEO � f �HEDULED BODILYlNJURY(Peraoc�danl) S AUTOS ONLY �} AUTOS x HIAED � x NONOWNED PROPfiRTYDliMAGE $ AU7US ONLY ,_� AUTOSONLY (Por acciden ._ � E s — A X j�MBRELtA UA$ ''j X � p�GUR I� 20 SBA AP9VDS i 1/14/2024 1/14/2025 EnCH oCCURRENCE S 2.D00.000 EXCESS L1AB � CWMS�MADE I � AGGFEGATEF 52.00O.00D OE� � X � AETEN710N5 I S WOANERBCOAIPENSATION SR 07H f AtJD EMpLOYER8' LIABILITY I I STATUTE ER � YrN ANYPRCPAiETOA�PARTNERIEXECUTIVE f�"'�j N r A E.L EACH ACC�DENT ��S OFFiCER�MEMBE R EXCLUDED7 (Mendetory In NH) ��--} I E L DtSEASE • EA EMPIOVEEE S II yos. doscribo undur DESGRkP710N OF OPERAilONS bebw I E L. bISEASE � PdL�CY LIMl7 i S B Tech Serv�tes Proteswon�l Li�b- � ' H23TG31849•02 3l15l2023 3/151202A OccutrencelAepregete �2,000.000 B GWer L�ah,lity ( H23TG31949-02 3l15l2023 3t15/2024 �uu<<ence/Aggregate �$2,0�0.0�0 �l � DESCRIPTION 4F OPERATIONS � LOCAT10N8 � VEHICtE3 (ACORD 101, Additlonal Rema�ics Sch�dule, mey be allached fl more apece Is requPed) }� SHOULO ANY OF 7H� ABOVE bESCRiBLD PpUC1ES BE CANCEILEp BEFORE THE EXPIRATION DATE TFiEREOF, NOTICE WILL BE DELIVERED IN ACCaRDANCE WITH THE POLICY PROViSiONS. Ciry of Fort Coil�ns 215 N Mason St. Znd Floor Fort Coliins CO 80522 ACORD 25 {2016/03) AUTHdRiZEO REPRESEHTATIVE ��c�„��(.i,,,,,.,-� � m 1988-2015 ACORD CORPORATEON. All righta reserved. The ACORD name a�d iogo are reglstered marks of ACORD 2296 2 ' �f