Our Company, Offices and Locations
Business consulting services offered through Benexit LLC (dba “Benexit”).
Investment advisory services offered through Benexit Advisors LLC. Benexit Advisory LLC is a registered investment adviser in the States of Idaho, Oregon, and Washington. Benexit Advisors LLC may transact business in most other states as permitted under state exemption rules. However, Benexit Advisors LLC cannot offer specific investment advice to or effect transactions for individuals of any state unless it is registered or exempted. Clients may obtain more information regarding Benexit Advisors LLC disclosures, business, services, and fees by requesting a copy of the Firm’s Form ADV. Please call David Bensinger at 208-846-9665 or send an email to [email protected].
Insurance products offered through Benexit Insurance LLC.
Benexit LLC (dba “Benexit”), Benexit Advisors LLC, and Benexit Insurance LLC are affiliated companies, none of which provide tax, legal, or accounting advice.
Main administrative offices for Benexit LLC (dba “Benexit”), Benexit Advisors LLC, and Benexit Insurance LLC (affiliated companies) are located at 7258 North Springcrest Place, Meridian, ID, 83646. All correspondence and official communications should be directed to our main administrative office. We do not meet with clients in our main administrative office.
We generally meet with clients at their place of business or residence, and on conference calls. However, we maintain regional, virtual offices for clients who need a discreet place to meet and discuss their planning. Our regional offices are not regularly staffed with Benexit employees. No correspondence should be directed to our regional offices.
Privacy Statement
The Firm and its Supervised Persons possess information that is sensitive and valuable, including non-public, personal client information (i.e., social security numbers, driver’s license numbers, dates of birth, bank account information, etc.), and other information considered sensitive. Some of this information is protected by federal and/or state laws that prohibit its unauthorized use or disclosure. The exposure of sensitive information to unauthorized individuals could cause irreparable harm to the Firm and its clients, and could also subject the Firm to fines or other regulatory sanctions. Additionally, if the Firm’s information were tampered or interfered with, damaged or made unavailable, it could impair the Firm’s ability to do business. The Firm therefore requires all Supervised Persons to diligently protect all client information.
Business Continuity Summary
Our Firm has developed a Business Continuity Plan on how we will respond to events that significantly disrupt our business. Since the timing and impact of disasters and disruptions is unpredictable, we will have to be flexible in responding to actual events as they occur. With that in mind, we are providing you with this information on our business continuity plan.
Our plan considers a number of scenarios including disruption to a single building, or a city-wide or regional business disruption. Many of our functions and systems are dependent upon the companies we do business with. The companies have indicated that in the event of a significant business disruption, it may relocate technology and operational personnel to pre-assigned alternate regional facilities and switch technology data processing to an alternate regional data center. Their redundant data centers and alternate processing facilities will help minimize interruptions to our services.
Contacting Us – After a significant business disruption please continue to call our main number as usual at (208) 846-9665. In the event of an outage at our offices, our phone system will automatically forward your call to a designated cell phone number where someone can help you.
Our Business Continuity Plan – We plan to quickly recover and resume business operations after a significant business disruption and respond by safeguarding our employees and property, making a financial and operational assessment, protecting the firm’s books and records, and allowing our customers to transact business. In short, our business continuity plan is designed to permit our firm to resume operations as quickly as possible, given the scope and severity of the significant business disruption.
Our Business Continuity Plan addresses: data backup and recovery; all mission critical systems; financial and operational assessments; alternative communications with customers, employees, and regulators; alternate physical location of employees; critical supplier, contractor, bank and counter-party impact and regulatory reporting if we are unable to continue our business. While every emergency situation poses unique problems based on external factors, such as time of day and the severity of the disruption; our objective is to restore our operations and be able to complete existing transactions and accept new transactions within a reasonable time period.
Varying Disruptions – Significant business disruptions can vary in their scope, such as only our firm, a single building or unit housing our firm, the business district where our firm is located, the city where we are 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 our firm or a building housing our firm, we will transfer our operations to a local site when needed and expect to recover and resume business within a few hours. In a disruption affecting our business district, city, or region, we will transfer our operations to a site outside of the affected area, and recover and resume business within a day. In either situation, we plan to continue in business, transfer operations to our clearing firm if necessary, and notify you through our phone system or our customer emergency number, how to contact us. If the significant business disruption is so severe that it prevents us from remaining in business, we will assure our customer’s prompt Access to their funds and securities.
For more information – If you have questions about our business continuity planning or would like a copy of the complete Business Continuity Plan, please contact us directly at (208) 846-9665.
