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CUNA Brokerage Services, Inc. (CBSI) maintains a business continuity plan, including redundant data centers and alternate processing facilities, to
address interruptions to our normal course of business. These plans are reviewed annually and updated as necessary. Our plans outline the
actions CBSI will take in the event of a building, city-wide, or regional incident, including relocating technology and operational personnel to preassigned
alternate regional facilities. Technology data processing can also be switched to an alternate regional data center. All CBSI operational
facilities are equipped for resumption of business and are tested periodically. Our recovery time objective for business resumption, including those
involving a relocation of personnel or technology, is twenty four (24) hours. In the event that CBSI needs to execute its business continuity strategy,
we can be reached at the following telephone number: (800) 369-2862.
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Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (800) 369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. The Representative may also be a credit union employee that accepts deposits on behalf of the financial institution.
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©1997-2012 CUNA Mutual Group.
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