Epstein File EFTA01851894: Solicitation and Procure (DS10)

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Epstein File EFTA01851894: Solicitation and Procure (DS10)

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This document contains information regarding charitable solicitation filing requirements and insurance requirements for advisory firms. It references filing requirements with state attorneys general in New Jersey and North Carolina, and requires participating advisory firms to procure and maintain Errors & Omissions Insurance. No specific individuals or transaction amounts are identified.

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solicitation procure

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Excerpt 1

New Jersey: INFORMATION FILED WITH THE ATTORNEY GENERAL CONCERNING THIS CHARITABLE **SOLICITATION** AND THE PERCENTAGE OF CONTRIBUTIONS RECEIVED BY THE CHARITY

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North Carolina: Financial information about this organization and a copy of its license are available from the State **Solicitation** Licensing Branch at 919

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Errors & Omissions Insurance Requirement Fidelity Charitable requires all advisory firms participating in the Program to **procure** and maintain, at their