Business Continuity Plan

Blog

Information Regarding Our Business Continuity Plan
Burch has developed a Business Continuity Plan that details how we will respond to events that significantly disrupt our business. Since the timing and impact of disasters and disruptions is unpredictable, we will have to be flexible in responding to actual events as they occur. With that in mind, we are providing you with this information on our business continuity plan.

Contacting Us: If after a significant business disruption you cannot contact us via our main number of 816-842-4660, you may contact one of our alternative numbers: 816-799-5886 or 816-550-2396.  You may contact us via email at jburch@burchco.com or alternatively at  jpastorino@securities-group.com.  If you cannot access us through any of these means, you should contact your Registered Representative for instructions on how he or she may assist you.

Our Business Continuity Plan:
 We plan to quickly recover and resume business operations after a significant business disruption and respond by safeguarding our property, making a financial and operational assessment, protecting the firm’s books and records, and allowing our customers to transact business. In short, our business continuity plan is designed to permit our firm to resume operations as quickly as possible, given the scope and severity of the significant business disruption.

Our business continuity plan addresses: data backup and recovery; all mission critical systems; financial and operational assessments; alternative communications with customers, employees, and regulators; alternate physical location of employees; critical supplier, contractor, bank and counter-party impact; regulatory reporting; and assuring our customers prompt access to their funds and securities if we are unable to continue our business.

We utilize third-party IT and electronic hosting to back up our books and records and electronic communications in a geographically separate area.  While every emergency situation poses unique problems based on external factors, such as time of day and the severity of the disruption, we have advised our registered representatives that their objective is to restore their own operations and be able to assist their clients with any issues or questions.  Your requests could be delayed during this period.

Varying Disruptions: Significant business disruptions can vary in their scope, such as those that solely affect our firm, a building in which our firm operates, the business district where our firm is located, or the whole region, state, country or world.  Within each of these areas, the severities of the disruption can also vary from minimal to severe.  When applicable, we will transfer our operations to remote locations and expect to recover and resume business without delay.  In any event, we plan to continue in business and inform you as to how to contact us through notification through our website at www.burchco.com, or via our emergency numbers (816-799-5886 or 816-550-2396), automated forwarding of our business phone lines or automated responses sent from our email addresses with instruction.  If the significant business disruption is so severe that it prevents us from remaining in business, we will notify you as quickly as practical.

For more information: If you have questions about our business continuity planning, you can contact us at 816-842-4660 or via email at jburch@burchco.com.

Licensing Whitepaper

add

Latest Blog Posts

With Great Independence Comes Great Responsibility

My husband and I recently bought our twelve-year-old son his first iPhone.  I vaguely recall th

read more

Principals of True North Advise ACRT Services in Acquisition of StrategiTech

https://www.truenorthsa.com/selected-transactions/ STOW, OHIO July 1, 2020: ACRT Services, a leadin

read more

Investment Banking Sponsorship and New Securities Testing

FINRA released Regulatory Notice 17-30 which outlines the changes made to registration and qualifica

read more