Achievable logoAchievable logo
SIE
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. Common stock
2. Preferred stock
3. Debt securities
4. Corporate debt
5. Municipal debt
6. US government debt
7. Investment companies
8. Alternative pooled investments
9. Options
10. Taxes
11. The primary market
12. The secondary market
13. Brokerage accounts
13.1 Fundamentals
13.2 New accounts
13.3 Account registrations
13.4 Margin accounts
13.5 Options accounts
13.6 Other account specifications
13.6.1 SIPC insurance
13.6.2 Business continuity plans
14. Retirement & education plans
15. Rules & ethics
Wrapping up
Achievable logoAchievable logo
13.6.2 Business continuity plans
Achievable SIE
13. Brokerage accounts
13.6. Other account specifications

Business continuity plans

1 min read
Font
Discuss
Share
Feedback

Financial firms need plans in place in case a business disruption interrupts normal operations. Common disruptions include power outages, severe weather, and communication interference. To prepare for these events, firms maintain comprehensive business continuity plans (BCPs).

BCPs can vary in detail, but they typically include:

  • Data recovery plans

  • Meeting locations for employees

  • Alternative communication plans for employees

  • Alternative communication plans for customers

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

Sign up for free to take 3 quiz questions on this topic

All rights reserved ©2016 - 2026 Achievable, Inc.