Disclosure |Business Continuity Plan (BCP)

Chandler Asset Management, Inc. has developed a Business Continuity Plan on how we will respond to events that significantly disrupt our business. Since the timing and impact of disasters and disruptions is unpredictable, we will have to be flexible in responding to actual events as they occur. With that in mind, we are providing you with this information on our business continuity plan.

Contacting Us

If after a significant business disruption you cannot contact us as you usually do at (800) 317-4747 or by email, you should go to our website at www.chandlerasset.com where we will post further instructions. If you cannot access us through either of those means and have an immediate need to access your funds or account, you should contact your custodian bank directly.

Our Business Continuity Plan

We plan for the timely recovery and resumption of business operations after a significant business disruption and respond by safeguarding our employees and property, making a financial and operational assessment, protecting the firm’s books and records, and allowing our clients to transact business. In short, our business continuity plan is designed to permit our firm to resume operations as quickly as possible, given the scope and severity of the significant business disruption.

Our business continuity plan addresses: data backup and recovery; all mission critical systems; financial and operational assessments; alternative communications with customers, employees, and regulators; alternate physical location of employees; critical vendors, custodian bank and broker-dealer impact; regulatory reporting; and assuring our clients prompt access to their funds and securities if we are unable to continue our business.

While every emergency situation poses unique problems based on external factors, such as time of day and the severity of the disruption, our objective is to restore our operations and be able to complete existing transactions and accept new instructions within 24-48 hours.  We plan to be able to accommodate any requests for funds and securities, however, depending on the circumstances requests could be delayed during this period.  As a client however, you have direct access to your funds and accounts through your independent custodian bank which will be able to accommodate any requests you have that we may be unable to fulfill temporarily.

Varying Disruptions

Significant business disruptions can vary in their scope, such as only our firm, a single building housing our firm, the business district where our firm is located, the city where we are located, or the whole region. Within each of these areas, the severity of the disruption can also vary from minimal to severe. In a disruption to only our firm or a building housing our firm, we will transfer our operations to a local site when needed and expect to recover and resume business within 24-48 hours. In a disruption affecting our business district, city, or region, we will transfer our operations to a site outside of the affected area, and recover and resume business within 24-48 hours or as soon as practicable depending on the severity of the disruption. In either situation, we plan to continue our business and notify you through our website, www.chandlerasset.com and any other means available which may include telephone, email or U.S. Mail. If the significant business disruption is so severe that it prevents us from remaining in business, all clients will have prompt access to their funds and accounts through their independent custodian bank.

For more information

You can contact us at <http://www.privatedaddy.com?q=NlpmURd3K2QfEA1XP0VXC2NjQGwpA3AYd1JpNyNlcTVCUlI-3D_19> or (800) 317-4747 if you have questions regarding our business continuity planning.