POSITION STATEMENT AND CONTINGENCY PLANS
COVID-19 UPDATE | JULY 13,2020
Dear Valued Client,
We hope that you and your family are doing well.
At Mapstone | Veritas, our goal has always been to be your trusted financial consultants, which means being available in times like these, while also providing a positive work environment for our team. With that in mind, we would like to briefly update you on the status of our office and our commitment to service moving forward.
Our team has been working remotely since mid-march, and we hope that you can confidently say that you haven't noticed any drop off in the level of service that you expect from us. If that is not the case, please reach out to us directly so that we can work to improve! Please also feel free to provide us any feedback you may have regarding your virtual experiences with us.
Since we have been working efficiently from home the past several months, and because of the uncertainty remaining due to COVID-19, we are committed to working virtually for the foreseeable future. Please be assured that we have the same technology and service functionality available to us virtually as we do in the office.
We understand that not all transactions or discussions can be had virtually. Therefore, some members of our team can be available to meet with you in person to make sure that your needs are met. If there is something that you need to take care of in person, please contact us by phone or email so that we can discuss your needs and create a solution. This will help us adequately prepare for your visit and adhere to safety guidelines that you and our team both deserve.
We understand that this may be an inconvenience for some, but we believe that adhering to the current CDC Guidelines will allow for a better end result for all of us.
If you would like to discuss this or have any feedback, we truly welcome it and would love to hear from you!
Thank you again for your continued loyalty, we look forward to working through these uncertain times together!
Mapstone | Veritas
PPG-154606(7/20)(exp 7/21)
We hope that you and your family are doing well.
At Mapstone | Veritas, our goal has always been to be your trusted financial consultants, which means being available in times like these, while also providing a positive work environment for our team. With that in mind, we would like to briefly update you on the status of our office and our commitment to service moving forward.
Our team has been working remotely since mid-march, and we hope that you can confidently say that you haven't noticed any drop off in the level of service that you expect from us. If that is not the case, please reach out to us directly so that we can work to improve! Please also feel free to provide us any feedback you may have regarding your virtual experiences with us.
Since we have been working efficiently from home the past several months, and because of the uncertainty remaining due to COVID-19, we are committed to working virtually for the foreseeable future. Please be assured that we have the same technology and service functionality available to us virtually as we do in the office.
We understand that not all transactions or discussions can be had virtually. Therefore, some members of our team can be available to meet with you in person to make sure that your needs are met. If there is something that you need to take care of in person, please contact us by phone or email so that we can discuss your needs and create a solution. This will help us adequately prepare for your visit and adhere to safety guidelines that you and our team both deserve.
We understand that this may be an inconvenience for some, but we believe that adhering to the current CDC Guidelines will allow for a better end result for all of us.
If you would like to discuss this or have any feedback, we truly welcome it and would love to hear from you!
Thank you again for your continued loyalty, we look forward to working through these uncertain times together!
Mapstone | Veritas
PPG-154606(7/20)(exp 7/21)
COVID-19 UPDATE | MARCH 17,2020
The recent developments regarding the coronavirus has filled the lives of many with emotion and uncertainty of what lies ahead.
It is understandable to have concerns or questions about your portfolio and how this applies to your situation. Our goal has always been to be your trusted adviser, which means to be available in times like these. As such we have adopted measures to ensure that we can stay connected with you whether it be from our Corporate Woods & Webster offices or remotely.
Technology has afforded us tremendous flexibility in being able to interact and communicate with our clients and we plan to utilize these tools if called upon. At this time our offices are open however it has been recommended by our broker dealer that we begin to limit our in-office client facing meetings and defer to online communications and/or telephone reviews. It was also recommended that all staff work remotely from home to reduce the number of people in our office at any one time.
In the event that our offices are forced to close please be assured that we will be able to access your account information and trade within your portfolio as if we were in the office. If needed, our phone system will forward client calls to alternate numbers where we can be reached. Lastly, we plan to have someone at our office throughout a closure to receive incoming mail and checks to promptly forward it on.
We understand that this may be an inconvenience for some, but we believe that adhering to the current CDC Guidelines will allow for a better end result for all of us.
If you have any questions regarding this statement or our contingency plans, please don't hesitate to contact us.
Mapstone | Veritas
It is understandable to have concerns or questions about your portfolio and how this applies to your situation. Our goal has always been to be your trusted adviser, which means to be available in times like these. As such we have adopted measures to ensure that we can stay connected with you whether it be from our Corporate Woods & Webster offices or remotely.
Technology has afforded us tremendous flexibility in being able to interact and communicate with our clients and we plan to utilize these tools if called upon. At this time our offices are open however it has been recommended by our broker dealer that we begin to limit our in-office client facing meetings and defer to online communications and/or telephone reviews. It was also recommended that all staff work remotely from home to reduce the number of people in our office at any one time.
In the event that our offices are forced to close please be assured that we will be able to access your account information and trade within your portfolio as if we were in the office. If needed, our phone system will forward client calls to alternate numbers where we can be reached. Lastly, we plan to have someone at our office throughout a closure to receive incoming mail and checks to promptly forward it on.
We understand that this may be an inconvenience for some, but we believe that adhering to the current CDC Guidelines will allow for a better end result for all of us.
If you have any questions regarding this statement or our contingency plans, please don't hesitate to contact us.
Mapstone | Veritas