Evershore Financial Group Continuity Plan – May 12, 2020
Our firm has developed a business continuity plan to assist us when it is necessary to respond to events that significantly disrupt our business operations. We want to provide you with some information as the State of Florida moves towards a reopening.
As a Financial Services Critical Company by the Department of the Treasury, Evershore Financial Group is currently operating with all available resources. That being said, we are taking every recommended precaution to protect the safety and health of our employees.
As the reopening moves through several phases, we continue to heed all advisories from the CDC and our Local and Federal governments while staffing our physical locations. Here are some things to remember, and how they may impact you:
1. All employees have capabilities to do virtual webinars, Zoom meetings, and conference calls. We have enhanced our ability to use DocuSign and other electronic tools to minimize the need to physically meet. If you have a meeting in the upcoming weeks and would like to move to a virtual meeting, please contact your financial professional.
2. Processes, administration, and access to accounts and funds will continue as usual.
3. We are beginning to hold in person appointments on a limited basis, in a controlled environment in our offices. We will disinfect surfaces between client meetings and ask that every person sanitizes their hands upon entering our offices. Also, we are currently observing a strict policy of face masks during our meetings and physical interactions.
We will continue to monitor and adapt to the situation to keep the safety and health of our employees and clients as the top priority. As always, communicating with your advisor is the best point of contact for the most recent information. We're honored that you have entrusted us with your business and are committed to helping you plan for a secure tomorrow.
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