***SURVEY / POLL ON THE INTEGRITY OF HOLDINGS***
3 months ago by
Once you have confirmed your holdings, I would appreciate it if you would choose ONLY ONE of the options below by clicking on the VOTE UP arrow for that option
PLEASE NOTE that the portal reflects clients holdings / money up-to the 1st March 2018 only. So if your holdings / client money are correct as of the 1st March 2018, please select the first option.
Any share dividends that are received after the 1st March 2018 are NOT included in the client portal cash money and are pooled in a separate client money account by PWC.
Please use the main forum to post any questions or comments regarding this poll so that voters can see all 3 options clearly.
Community: Beaufort Clients
3 Poll options
Please cast your vote on the option by clicking the up arrow. To change your vote, click the up arrow again to cancel your previous vote and vote on another option.
Client assets / money are OK
Small discrepancy in client assets / money
Large discrepancy in client assets / money