Business Continuity Plan

LAST UPDATED OR REVIEWED JANUARY 2024

Emergency Response Line:866.308.2911 (toll free)

FIRM POLICY

William Oโ€™Neil + Companyโ€™s policy is to respond to a Significant Business Disruption (SBD) by safeguarding employeesโ€™ lives and firm property, making a financial and operational assessment, quickly recovering and resuming operations, protecting all of William Oโ€™Neil + Companyโ€™s books and records, and allowing our customers to transact business.

AT THIS TIME:

There are no disruptions and operations are normal.

Please direct any inquires to bcpinfo@williamoneil.com.

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