Oregon Requirements for Errors and Omissions Insurance Coverage
Oregon advises that Errors and Omissions coverage policies must include and investment advice or other services performed by the investment advisor.
Our compliance experts are constantly searching for and analyzing industry updates.
Their findings are then recorded in the Regulatory Updates section of the Compliance
Library to explain how the update impacts the insurance industry. If a change
AgentSync product, this will be highlighted to inform you that the product is being
updated to ensure you remain in compliance.