Business Continuity Statement
Sunstate Wealth has developed a Business Continuity Plan (“BCP”) to ensure the continued operation of our advisory services in the event of a business disruption. The plan is designed to allow us to resume critical functions as quickly and efficiently as possible following events such as power outages, natural disasters, technology failures, or other interruptions.
Our Business Continuity Plan includes:
- Protection and retrieval of books and records, including off-site and cloud-based backups.
- Remote-work capabilities that allow key personnel to continue operations from alternate locations.
- Communication procedures for contacting clients, custodians, counterparties, and regulators.
- Coordination with custodians and service providers, each of whom maintains their own independent business continuity capabilities.
- Periodic testing and review of the plan to ensure operational readiness.
While no plan can eliminate all risks or prevent all disruptions, Sunstate Wealth is committed to maintaining reasonable continuity of service and transparent communication with clients during any such events.