Business Continuity Plan

Meridian Point Capital has developed a Business Continuity Plan (BCP) as part of its ongoing efforts to prepare for and mitigate the impact of business disruptions. Recognizing the unpredictable nature of disasters and disruptions, the firm understands the importance of flexibility in responding to actual events. This plan is shared to provide transparency regarding Meridian Point Capital's approach to maintaining business continuity.

The firm's objective is to recover swiftly and resume operations after a significant business disruption (SBD), while ensuring the safety of employees and protecting the firm’s assets. The BCP focuses on safeguarding critical business functions, preserving the integrity of records, and ensuring customers can continue transacting business. In essence, the plan is designed to enable the firm to restore operations as quickly as possible, depending on the nature and severity of the disruption.

Key elements addressed in the Business Continuity Plan include:

Data backup and recovery

Protection of mission-critical systems

Financial and operational assessments

Communication strategies with customers, employees, and regulators

Alternate work locations for employees

Impact assessments for critical suppliers, contractors, banks, and counterparties

Regulatory reporting procedures

Disruptions can range in scope, potentially affecting only the firm, a specific building, a local business district, the city, or even a broader regional area. The severity of these disruptions can vary from minimal to severe.

Regardless of the situation, Meridian Point Capital is committed to maintaining its business operations. Updates on how to contact the firm during a disruption will be provided via the website or through the main customer support number. The BCP is reviewed periodically and may be updated without prior notice. A summary of the plan is available to customers upon account opening, posted on the firm’s website, and can be provided upon request. For any questions or further information about the firm’s business continuity planning, customers are encouraged to reach out.