As always, our greatest concern is the health and safety of Advisors and customers. We know COVID will be with us for the foreseeable future, and each one of us will have to gauge our own vulnerability and risk tolerance, as each individual is ultimately responsible for their own health. It is also vital we do everything we can to stay vigilant in keeping each other safe.
Should Advisors decide to host an in-person event where permitted by law, we suggest they communicate clearly with attendees in advance of the event and share the precautions they will be taking to protect attendees from the spread of COVID. This would include an outline of how they plan to follow Federal, Provincial and local guidelines regarding things like occupancy requirements, maintaining social distancing, disinfection of surfaces, meals, masks, temperature checks and procedures for ensuring people stay home who are not feeling well, have recently travelled or have been exposed to anyone with COVID.
Listing precautionary measures before your event and following them at your event will help protect all from the virus and you as an Independent Business owner from liability. It will also allow each attendee to make an informed decision whether they wish to accept the risk of attending the event.
- View US Advisor Guidelines & Resources >
- View CA Advisor Guidelines & Resources >
- View AU Advisor Guidelines & Resources >