In the event of any event that may affect our business operations, we will immediately attempt to contact and update, as necessary, all clients through all relevant and available means, including social media; electronic communication, including email and text messaging; and by telephone.

 

While no contingency plan can eliminate all risk of service interruption or temporarily impeded account access, our business continuity and contingency plan is reviewed, updated and tested on an annual basis, at minimum, to mitigate all reasonable risk.

 

In keeping with the regulatory requirements, the business continuity and contingency plan for Integer Wealth Advisors Group includes, but is not limited to, the following:

 

  • Data back-up and recovery

  • Alternate means of communication between the firm and its clients

  • Alternate means of communication between the firm and its team members

  • Alternate physical locations of team members

  • Critical business constituent, bank and counter-party impact

  • Regulatory reporting

  • Communications with regulators

  • Method(s) that Integer Wealth Advisors Group clients will access to their funds and securities in the unlikely event that Integer Wealth Advisors Group determines it is unable to continue its business

 

Our primary internal and external application providers periodically conduct testing of their own back-up capabilities to ensure that, in the event of an emergency or significant business disruption, they will be able to provide us with the critical information and applications we need to continue or promptly resume our business.

Integer Wealth Advisors Group is dedicated to ensuring that any type of disruption does not impact our clients.

 

Our business continuity plan is designed to allow us to continue to provide the quality service you have come to expect and deserve from Integer Wealth Advisors Group.

 

We welcome all questions and inquiries related to our business continuity and contingency plan.


 

BUSINESS CONTINUITY PLAN

 

Integer Wealth Advisors Group LLC is committed to protecting the interests of our clients.

 

Securities industry regulations require advisory firms inform their clients of their plans to address the possibility of a business disruption that potentially results from power outages, natural disasters, or other events. Integer Wealth Advisors Group has a comprehensive business continuity program designed to address key areas of concern.