Beyond an unprecedented human health crisis, this pandemic is causing far reaching economic impacts. You, like many, may also be concerned about how this situation will affect your financial outlook. 
 
In this regard, the long-term perspective that comes with having a plan and a view of your current risk exposure can both help. Above all, merely speaking with an experienced financial professional can help address concerns across a myriad of topics, from cash flow to the impact on when you can project to retire.
Explore the links below to learn more. 

 

COVID-19 (Coronavirus)

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Click here for an important advisory from Moors & Cabot.

 

Our Current COVID-19 Response

As you know, the world is experiencing a crisis in the form of the coronavirus (COVID-19) pandemic. This has given investors ample reason to wonder about the security of their financial future, as well as their personal health and wellbeing.

Our number one priority is the safety and health of our employees and our clients in all locations. As have many institutions across our industry, Moors & Cabot is taking steps to ensure that we can continue supporting our clients to the best of our ability. We would like to share information about the plans we have in place in the hopes that it will help put your mind at ease when it comes to your accounts.

A Strategic Response

Moors & Cabot has established a cross-functional COVID-19 response team. We have prevention measures in place corporate-wide, and we are coordinating with local health officials, office facilities managers, and cleaning services for the health and safety of our employees and our clients.

Contingency Planning

We are taking both a strategic and a tactical approach to contingency planning and with our communication procedures to ensure business continuity. Core personnel have access to our offices to process incoming mail, and we have taken measures to ensure that clients who cannot send physical forms, letters of authorization, and checks can still seamlessly conduct their business.

 

Documents

Clients can now take pictures of completed forms and letters with a cell phone camera and e-mail them to their advisors as long as the following criteria are met:

  • The form must be complete, legible, and signed.

  • Copies of any required accompanying documentation is included.

  • The entire form must be pictured, including the bar code at the top and the version date at the bottom.

Please click on the icons below for examples of forms that are in good order and forms that are not in good order.

Mobile Capabilities

If you don’t want to have to worry about mailing checks or transferring funds, we recommend downloading the RBC Connect app. Through the app, you will have access to mobile check deposit and mobile ACH capabilities, allowing you to deposit funds into your Moors & Cabot account and initiate ACH transactions.

 

RBC Connect can be downloaded from the App Store and on Google Play:

 

 

 

 

 

Social Distancing 

In response to the positive trends in vaccination, suggestions by the state and local government as well as the CDC, Moors & Cabot has decided to enact a hybrid work model. Starting July 19th, 2021, our salaried, full-time employees will be working at least 3 days in the office and 2 days remotely. We have not strayed from our use of technology and clients can still continue to reach their financial professionals as they had during the pandemic via video conferencing and by phone. However, with Moors & Cabot employees back in office, we also welcome our clients back for in person meetings should they feel comfortable.  The following policies are in place to keep clients and employees safe:

  • Unvaccinated persons are REQUIRED to wear a mask at all times. 

  • Vaccinated persons will be permitted to go mask less in common areas. 

  • We ask that if you are feeling sick at all, to take advantage of our technology advancements and conduct any meetings virtually while you are ill.

 

There will always be someone from Moors & Cabot to answer a client call.

In-Person Meetings and Canceling Travel

The majority of business travel has resumed. Also, with updates to local, state, and CDC guidelines, we are now welcoming our clients back into the offices for client meetings. While we are excited to see you in person again, we ask all clients to respect the safety of every employee. We will not request vaccination or health status from you, but Moors and Cabot asks all unvaccinated clients to wear a face covering at all times. We ask that you follow all local and building guidance, recommend all visiting clients to wear a face mask and stay home if they feel sick. 

We still encourage remote video calls or phone conferences as the primary way to engage with your investment professional(s). This situation will remain fluid and dynamic for the foreseeable future. Additional updates will be posted here.

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We have a plan, and we are prepared. Please keep in mind that the situation is rapidly evolving, and we will keep you updated via the Moors & Cabot website, as well as our social media pages. Please check these sources frequently for updates.