Switch location / audience type

This content is not available based on your location and audience type.

You currently have access to view the Uk website for Independent Financial Advisers (IFAs).

If this does not apply to you, go back to our homepage.

Select a location
Select an audience type

Let us know who you are so we can optimise your experience.

Please select your audience type

This includes trust companies, fiduciaries, insurance companies, Wealth Advisers and other professionals.

Important information

You are about to enter our website for professionals. If you would like to return to our main website, go back to our homepage.

Please read the terms and conditions before proceeding.

Please note these are subject to change at any time.

The information in this area of the website is aimed at financial advisers, corporate service providers, wealth advisers, and legal and accountancy professionals. It is not intended for direct use by private investors or onward distribution to retail clients or the general public. Please visit our homepage for information and resources for private clients.

The website is for information purposes only and is not to be construed as a solicitation or an offer to purchase or sell investments or related financial instruments.

I confirm that I am one of the categories of professional mentioned above, and that where applicable I am authorised and regulated by the Financial Conduct Authority or equivalent regulated body given my jurisdiction, location, and profession. I have read and understood the legal information and risk warnings.

By clicking the 'Accept' button, you agree to abide by the terms and conditions listed below.

Skip to main content
UK

For clients and business colleagues - Jan 2021

At Canaccord Genuity Wealth Management (CGWM), the long-term wellbeing of our clients, colleagues and business contacts is our top priority. With that in mind, we continue to monitor the COVID-19 (coronavirus) situation closely and want to let you know about the additional steps we are taking to be extra vigilant.

Key points

  • We have a working group of senior management who meet regularly to determine our business response to the changing situation
  • We have established policies, plans and procedures, as part of our usual Business Continuity Plan (BCP), which have been tested and are being enhanced to allow for this unique situation
  • We have clearly defined communication channels, including mobile WhatsApp groups, so we can quickly disseminate any emergency messages to all staff
  • With a network of offices in the UK and Crown Dependencies, we can readily transfer work and facilitate social distancing, if necessary
  • Key staff can work remotely with access to CGWM systems
  • We have revised our policy to limit business travel for essential purposes only, subject to prior approval
  • We are encouraging the use of technology and communications tools (conference calls, video conferencing, Skype etc.) to facilitate conversations with clients and key business contacts
  • We are restricting access to our offices for people who have travelled to high risk locations
  • We are following enhanced hygiene and cleaning best practice
  • We are closely listening to industry-wide real-time knowledge sharing so we can incorporate best practice into our business continuity review and action planning; we will make work adjustments and special accommodations as necessary.

 

We would encourage you to get in touch with your usual CGWM contact if you have any concerns. Thank you for your support and commitment to the health and wellbeing of our community.

Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.