Business Continuity Plan | WILLIAM O'NEIL+CO

LAST UPDATED OR REVIEWED JANUARY 2024

Emergency Response Line:866.308.2911 (toll free)

FIRM POLICY

William O’Neil + Company’s policy is to respond to a Significant Business Disruption (SBD) by safeguarding employees’ lives and firm property, making a financial and operational assessment, quickly recovering and resuming operations, protecting all of William O’Neil + Company’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.

Download the: Disclosure Statement

Download the: Disclosure Matrix