Standing with you through COVID-19

2020-03-01
Statement of our ongoing business capacity and COVID-19 Statement of our ongoing business capacity and COVID-19

Capacity Statement of Sapience Financial & Investment Services

March 2020

The outbreak of COVID-19 is impacting all of us in many different ways. It has understandably caused disruptions in the financial markets, disruptions in how people work and socialise, will have flow-on effects in businesses in means not yet envisaged and has made us worry about our family and friends.

At Sapience Financial & Investment Services, our commitment is we will continue to put our clients’ interests first. We will continue to communicate what is happening in markets as it relates to our clients’ managed investments and their insurance policies we manage during these uncertain times.

We have robust business continuity plans in place

  • Sapience has always used remote screen-to-screen meetings for many of our Australia wide and rural remote clients, so this is nothing new for many of us.
  • Our team already has remote working capacities, and our core business activities are carefully spread across different physical locations, further reducing the risk of sickness at a central location would cause.
  • All our data is held in the secured cloud accessible Australian Data Centres with decentralised backup administration and management services in place.
  • We have confirmed all our principal outsourced service providers are also able to meet their obligations to us and our clients and have their resiliency programs in place.
  • We already have robust contingency plans in place, including business continuity measures to maintain the resilience of our business and protect the health and safety of our clients and our distributed team.

We firmly believe that these measures will protect our ability to manage client insurance applications, claims, manage investment portfolios and perform typical day to day services and will enable us to continue providing you with the service you expect.

We are confident that our business is able to withstand the disruption we all face.Drew Browne Founder & Director

People attending our offices

We are currently not experiencing any restrictions on visitors in our remote offices unless they specifically relate to affected areas.

  • If you are planning to attend a face-to-face meeting with us at one of our remote offices, please be aware that our corporate hosts will ask you to complete a quick health screen questionnaire as part of their own broader precautions.
  • If you are planning, we attend your business location or home address and you believe you have reasons to be ‘at-risk’ of COVID-19, please let us know ahead of time so that alternative arrangements can be made. Please see your local government guidelines for the latest definitions of ‘at-risk’.
  • If you would prefer to use our after-hours - Remote Screen-to-Screen Meeting services, please just let us know your preference for Zoom, Skype or OS FaceTime.

Thank you in advance for your understanding.

In conclusion

As usual, we are available on our email addresses and telephone numbers during working hours. We look forward to standing beside you as we all navigate COVID-19. We wish you and your loved ones health and safety.

 

Drew Browne

Founder and Senior Advisor - Sapience Financial & Investment Services

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Drew Browne

Drew specialises in helping people protect and provide for what matters most in their lives. He's an award-winning writer, speaker, financial adviser and business strategy mentor. His company Sapience Financial and Investment Services is committed to using business solutions for good in the community, and in 2015 certified as a B Corp. In 2017 Drew was recognised in the inaugural Australian Westpac Businesses of Tomorrow national awards. Drew writes for successful Small Business Owners and Entrepreneurs at Smallville, his blogs can be read on Amazon.com and you can connect with him on LinkedIn.

Any advice provided is general advice only and we have not considered your personal circumstances. Before making any decision on the basis of this advice you should consider if the advice is appropriate for you based on your particular circumstance.

drew browne pic

Drew Browne

Sapience Founder & Director.
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