Important information relating to the provision of a client portal
Please note that the value of a CH portfolio displayed on screen and in any accessible reports is only a ‘snap-shot’, reflecting the closing prices of the relevant investments on the previous business day in each applicable market. You are cautioned not to rely upon this information as a basis to make an investment decision. Remember that prices can go down as well as up and variations in market movements will not be reflected in any valuation during the day. Therefore, before making any investment decisions, please contact your Relationship Manager. Please remember that the information available within the portal does not constitute investment advice, a personal recommendation, an offer, or a solicitation, to buy or sell any investment. The information provided is “read only”, which means it cannot be used as a basis for withdrawals, payments, or transfers relating to your portfolio.
We take reasonable care to ensure that the information contained in the portal, including any valuations, is accurate and complete at the date of publication. However, you should treat the information given as indicative only and no representation or warranty (express or implied) is made as to the reliability, accuracy or completeness of such information. Church House cannot be held liable for any loss arising directly or indirectly from the use of, or any action taken in reliance on, any information appearing in the report. This does not affect your statutory rights and will only apply to the extent permitted by applicable law. Please contact your Appointed Account Manager or a member of our Customer Services team before taking any action based upon the information provided in the portal.
We have applied a variety of security measures to protect your personal information, including the protection of your valuation reports via appropriate security and access controls. Notwithstanding these safeguards, to prevent unauthorised access to your valuation report, it is protected with a password and PIN, which you set up when you register. If you forget your password and/or PIN, there is a link to reset. As with any log in details, please be careful to keep them safe, and don’t share them with anybody else. Preventing unauthorised access cannot, however, be guaranteed. In using this service, you accept that security could conceivably be breached.