Our Insurance & Bonding
Three Layers of Protection
Fidelity Bond
Our fidelity bond provides specific coverage against:
- Unauthorized fund transfers
- Theft and dishonesty
- Criminal activities affecting client assets
- Internal computer fraud
Cyber Security Insurance
Our cyber liability policy provides coverage against a wide range of digital risks, including:
- Data breaches and privacy incidents
- System failures and online extortion
- Third-party cyber claims
- Post-incident response and recovery
- PCI DSS noncompliance and liability
Errors & Omissions Coverage
Our Errors & Omissions (E&O) professional liability policy protects both our business and your interests by providing:
- Protection against professional service claims
- Claim investigation and defense
- Wrongful acts throughout the exchange process
- Service-related errors and issues
Why Insurance & Bonding Matter to You
By choosing 1031X, you’re partnering with a team that not only excels in managing complex 1031 exchanges but also invests heavily in your security and peace of mind. Our bonding and insurance measures are designed to:
Protect Your Investments
With high coverage limits and industry-leading safeguards.
Enhance Transparency
Offering you a clear understanding of our risk management practices.
Build Trust
Demonstrating our commitment to professional integrity and client security.
Promote Active Monitoring
Regular policy and procedure reviews and updates.
Why We Chose These Policies
We’ve structured our insurance and bonding program around the specific risks faced during 1031 exchanges:
- Exchange Fund Security: Coverage against theft or misappropriation of your exchange proceeds
- Wire Transfer Security: Coverage for fraudulent wire transfer attempts
- Identify Verification: Added protection against Impersonation attempts targeting your exchange funds
- Transaction Documentation: protection against errors in exchange documentation that could affect tax treatment
- Digital Security: coverage for cyber threats targeting sensitive transaction data and banking information
Experience the 1031X difference—where your protection is at the forefront of everything we do.
