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PFM FINANCIAL ADVISORS, LLC (#2023532)
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PFM FINANCIAL ADVISORS, LLC (#2023532)
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Last modified
7/2/2026 12:56:08 PM
Creation date
7/2/2026 12:52:48 PM
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CONTRACTS
Description Type
Professional Services
Contract Type
Amendment
NAME
PFM ADVISORS LLC
Contract Record Series
704-05
Munis Contract #
2023532
Contract Expiration
3/5/2028
NOTES
PUBLIC FINANCIAL MANAGEMENT, INC.
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COMMERCIAL GENERAL <br />LIABILITY <br />2. "Advertising injury": <br />a. Means injury caused by one or more of the <br />following offenses: <br />(1) Oral or written publication, including <br />publication by electronic means, of <br />material in your "advertisement" that <br />slanders or libels a person or <br />organization or disparages a person's <br />or organization's goods, products or <br />services, provided that the claim is <br />made or the "suit" is brought by a <br />person or organization that claims to <br />have been slandered or libeled, or that <br />claims to have had its goods, products <br />or services disparaged; <br />(2) Oral or written publication, including <br />publication by electronic means, of <br />material in your "advertisement" that: <br />(a)Appropriates a person's name, <br />voice, photograph or likeness; or <br />(b)Unreasonably places a person in a <br />false light; or <br />(3) Infringement of copyright, "title" or <br />"slogan" in your "advertisement", <br />provided that the claim is made or the <br />"suit" is brought by a person or <br />organization that claims ownership of <br />such copyright, "title" or "slogan". <br />b. Includes "bodily injury" caused by one or <br />more of the offenses described in <br />Paragraph a. above. <br />3. "Auto" means: <br />a.A land motor vehicle, trailer or semitrailer <br />designed for travel on public roads, <br />including any attached machinery or <br />equipment; or <br />b.Any other land vehicle that is subject to a <br />compulsory or financial responsibility law, <br />or other motor vehicle insurance law, <br />where it is licensed or principally garaged. <br />However, "auto" does not include "mobile <br />equipment". <br />4. "Bodily injury" means: <br />a.Physical harm, including sickness or <br />disease, sustained by a person; or <br />b.Mental anguish, injury or illness, or <br />emotional distress, resulting at any time <br />from such physical harm, sickness or <br />disease. <br />5. "Broadcasting" means transmitting any audio or <br />visual material for any purpose: <br />a.By radio or television; or <br />b. In, by or with any other electronic means of <br />communication, such as the Internet, if <br />that material is part of: <br />(1)Radio or television programming being <br />transmitted; <br />(2)Other entertainment,educational, <br />instructional, music or news programming being transmitted; or <br />(3)Advertising transmitted with any of <br />such programming. <br />6."Coverage territory" means: <br />a.The United States of America (including its <br />territories and possessions), Puerto Rico <br />and Canada; <br />b.International waters or airspace, but only if <br />the injury or damage occurs in the course <br />of travel or transportation between any <br />places included in Paragraph a. above; or <br />c.All other parts of the world if the injury or <br />damage arises out of: <br />(1)Goods or products made or sold by <br />you in the territory described in <br />Paragraph a. above; <br />(2)The activities of a person whose home <br />is in the territory described in <br />Paragraph a. above, but is away for a <br />short time on your business; or <br />(3)"Personal and advertising injury" <br />offenses that take place through the <br />Internet or similar electronic means of <br />communication; <br />provided the insured's responsibility to pay <br />damages is determined in a "suit" on the <br />merits in the territory described in Paragraph <br />a. above, or in a settlement we agree to. <br />7. "Electronic data" means information, facts or <br />programs stored as or on, created or used on, <br />or transmitted to or from computer software <br />(including systems and applications software), <br />hard or floppy disks, CD-ROMs, tapes, drives, <br />cells, data processing devices or any other <br />media which are used with electronically <br />controlled equipment. <br />8. "Employee" includes a "leased worker". <br />"Employee" does not include a "temporary <br />worker". <br />9. "Executive officer" means a person holding any <br />of the officer positions created by your charter, <br />constitution, bylaws or any other similar <br />governing document. <br />Attachment Code: D681893 Master ID: 1529369, Certificate ID: 19861348 <br />Docusign Envelope ID: 458D6D02-0D6B-8C4E-8292-D706A4D93B4D
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