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Client gateway

Please note that the client gateway is an historic arrangement and is only relevant to certain portfolios.

If you cannot access the service then it is not relevant to you.

We are currently developing a website enhancement called the client extranet which will be available to all clients and we will be launching this in 2008. Our future newsletters will advise of these further developments in due course.

Explanatory Note

Due to the retrospective application of fees to client portfolios, and the effect of pricing updates, there can sometimes exist a slight discrepancy between the Website valuation figure and the figure reported on the Valuation report for the same day.

The Valuation report shown here is not a periodic Valuation report as defined in the FSA rules. Your periodic Valuation report will be issued to you in hard copy form on a quarterly basis.

We have now made changes to the content of the Valuation reports as required by the New Markets in Financial Instruments Directive (MiFID) regulatory regime. Any historical valuations requested for periods prior to the end of February 2008 will be seen in the revised format, but with some sections unpopulated.

If you would like further information, our Client Service Team will be happy to help on 01606 810100.

Please click here to enter CWM Client gateway