Accuracy of data
Market values and holdings will be updated within 5 business days of each month end using data from the last day of the previous month.
The market values on the BWM Online Portal have been reconciled against your custody statements, however, due to differences in some security prices, the timing of transactions, including the accrual of interest and dividends, the values and holdings may differ from that reported in your custody statements. These variances are deemed immaterial by management. Custody statements should be relied upon for accounting and tax purposes.
The BWM Online Portal has security measures in place to protect you against the loss, misuse and alteration of the information under our control. It is important to remember, however, that the internet is a public place and there are steps you can take to further ensure security of your personal information, including but not limited to –
- Create a password that is complex and do not share it with anyone. (Must have 8-20 characters and one each of – lower case, upper case, number, special character)
- Do not access sites with your personal information using public WiFi.
- Keep your software up to date.
Privacy and Legal Information
Please review our Privacy and Legal Information.