Our Continued Commitment to Our Customers

March 23, 2020 Marcos Lopez

During this time of global uncertainty caused by the novel coronavirus (COVID-19), we want to assure you that the Shareworks by Morgan Stanley team is committed to supporting your organization and participants with the service and access to technology you are accustomed to.

Our priority is to make sure that you have the support you need, while also ensuring the health and safety of our clients and colleagues. We have implemented our business continuity plan to continue to service you at this time. We are largely working remotely across the globe, leveraging technology to allow us to stay connected and keeping operations running smoothly. Until we are through this, we have eliminated non-essential business travel and cancelled in-person events.

We will continue to follow the advice of global, national and regional health and government organizations in order to take all precautionary measures. This is a constantly changing situation and there are many questions about what lies ahead. Our decisions will continue to be made with the best interests of our clients and employees in mind, and we will continue to keep you informed.

In short, we are here for you. Please reach out to your Relationship Manager or to me directly if you have any questions or concerns during this time. Thank you for the opportunity to serve your company and your employees.

Marcos Lopez
Head of Shareworks by Morgan Stanley


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Shareworks by Morgan Stanley services for public companies are provided by Solium Financial Services LLC and Morgan Stanley Smith Barney LLC, members SIPC, and their affiliates, all wholly-owned subsidiaries of Morgan Stanley. Shareworks by Morgan Stanley fund transfer services for private companies are provided by Solium Financial Services LLC.

CRC 3005964 (03/2020)