Achievable logoAchievable logo
Series 66
Sign in
Sign up
Purchase
Textbook
Practice exams
Support
How it works
Resources
Exam catalog
Mountain with a flag at the peak
Textbook
Introduction
1. Investment vehicle characteristics
2. Recommendations & strategies
3. Economic factors & business information
4. Laws & regulations
4.1 Securities laws
4.2 Definitions
4.3 Registration
4.4 Enforcement
4.5 Communications
4.6 Ethics
4.6.1 Compensation
4.6.2 Criminal actions
4.6.3 Fraud
4.6.4 Ethical considerations
4.6.5 Regulation BI
4.6.6 Protecting vulnerable adults
4.6.7 Cybersecurity
4.6.8 Business continuity plans
Wrapping up
Achievable logoAchievable logo
4.6.8 Business continuity plans
Achievable Series 66
4. Laws & regulations
4.6. Ethics

Business continuity plans

1 min read
Font
Discuss
Share
Feedback

Financial firms need plans for what to do if normal business operations are disrupted. Common disruptions include power outages, severe weather, and interruptions to communication systems. To prepare for these situations, firms maintain comprehensive business continuity plans (BCPs).

BCPs can vary in detail, but they typically include the following:

  • Data recovery plans

  • Meeting locations for employees

  • Alternative communication plans for employees

  • Alternative communication plans for customers

Firms must provide customers with an outline of their BCPs when customers open accounts, and they must also make this outline available on the firm’s website. In addition, firms must provide the BCP outline to customers if the customer requests it in writing.

Key points

Business continuity plans (BCPs)

  • Protocols during business disruptions
  • Provided to customers:
    • Upon account opening
    • Upon written request
    • On the firm’s website
All rights reserved ©2016 - 2026 Achievable, Inc.