Business Continuity Plan

Bulger Partners (“Bulger Partners” or the “Firm”) has developed a Business Continuity Plan concerning how Bulger Partners will respond to events that significantly disrupt the Firm’s business. Since the timing and impact of disasters and disruptions is unpredictable, the Firm will have to be flexible in responding to actual events as they occur. With that in consideration, Bulger Partners is providing you with this information on the Firm’s business continuity plan.

Contacting Bulger Partners
If after a significant business disruption you cannot contact Bulger Capital as you usually do at +1 617 674 5500, you should contact one of the firm’s senior representatives, whose contact information is found at the Firm’s Website at www.bulgerpartners.com.

Bulger Capital’s Business Continuity Plan
Bulger Partners plans to quickly recover and resume business operations after a significant business disruption and respond by safeguarding Bulger Partners’s employees and property, making a financial and operational assessment, protecting the Firm’s books and records, and allowing Bulger Partners’s customers or clients to transact business. Bulger Partners’s business continuity plan is designed to permit the Firm to resume operations as quickly as possible, given the scope and severity of the significant business disruption.

Bulger Partners’s business continuity plan addresses: data back up and recovery; all mission critical systems; financial and operational assessments; alternative communications with customers, clients, employees, and regulators; alternate physical location of employees; critical supplier, contractor, bank and counter-party impact; regulatory reporting; and assuring Bulger Capital’s customers prompt access to their funds and securities if Bulger Partners is unable to continue the Firm’s business.

Varying Disruptions
Significant business disruptions can vary in their scope, such as only Bulger Partners, a building housing Bulger Partners’s business, the business district where Bulger Partners is located, the city where Bulger Partners is 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 Bulger Partners or the building housing the Firm, Bulger Partners’ operations will be transferred to a local alternate location and it is expected that Bulger Partners should be able to recover and resume business within several hours. In a disruption affecting Bulger Partners’s business district, city, or region, the Firm will transfer its operations to a site outside of the affected area, and plans to recover and resume business within a one or two week period. In either situation, Bulger Partners intends to continue in business and notify you through the Firm’s web site, www.bulgerpartners.com how to contact Bulger Partners.

For more information
If you have questions about Bulger Partners’s business continuity planning, please contact:

Wayne Fitzpatrick
Bulger Partners, LLC
312 Stuart Street
Boston, MA 02116

T +1 617 674 5500
F +1 617 674 5520
E wfitzpatrick@bulgerpartners.com

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