PCWM Strategy Factsheets that contain performance returns may only be provided or shared in response to an unsolicited client (or prospective client) request.

By accessing, downloading, distributing, or otherwise utilizing these Factsheets, you are hereby attesting to the existence of such appropriate client request(s) and also agree to retain adequate proof of such request(s) in our firm’s CRM (e.g., Salesforce) or by other appropriate means (e.g., email from client).

Failure to adhere to the aforementioned guidelines and requirements may result in disciplinary action, up to and including, termination of your registration and affiliation with the Firm and its affiliates.