Oregon Investment Advisor Bond
Oregon requires investment advisors to obtain a surety bond to protect clients. This bond ensures the advisor's compliance with state regulations and safeguards investor funds.
The bond amount is determined by the advisor's assets under management. Premiums are based on the bond amount and the advisor's financial strength.
Obtaining the Oregon Surety Bond
To obtain the required Oregon investment advisor bond, applicants must complete the application process and provide necessary documentation. The bond must be renewed annually to maintain compliance.
Single Source Surety can assist investment advisors in obtaining the appropriate Oregon surety bond. Our team of experts will guide you through the process and ensure your bond meets all state requirements.
