CLEAR:

WELL ORGANIZED

Summary of registered capabilities

 

• Licensed to operate as an asset manager pursuant to Article 2:96 of the Dutch Financial Supervision Act (‘Wet op het Financieel Toezicht’/WFT).
• We are a financially sound company with a strong solvency position.
• WMP’s Executive Board annually assesses the risks and associated working capital based on the ‘Internal Capital Adequacy Assessment Process’ (ICAAP), which is reviewed and approved by De Nederlandsche Bank.
• Proof of Participation in the Dutch Securities Institute (DSI Quality Label) and personal registration of our asset managers with the DSI.
• WMP has established a controlled remuneration policy, which aims to contribute to sound and effective risk management and discourage unacceptable risk appetite.
• Wealth Management Partners NV is registered with the Chamber of Commerce in Amsterdam under number 27269025.
• The Supervisory Board reviews the policy of the Executive Board and supervises general operations within WMP. In addition, the Supervisory Board supports the Executive Board in an advisory capacity.

 

The value of your investments may fluctuate. Results achieved in the past are no guarantee of future earnings.

 

 

CLEAR:

WELL ORGANIZED

Disclaimer

This website, www.wmp.nl (hereinafter referred to as: the "website") is a website of Wealth Management Partners N.V. and specifically focuses on the Netherlands. The following disclaimer applies to the use of this website. Various click-through pages on this website are intended for the exclusive use of clients of Wealth Management Partners N.V. who hold a monetary and/or securities account with a depository bank (hereinafter referred to as: the "clients"). Access to these pages is reserved for clients and is protected. In addition to this disclaimer, the portfolio conditions of the depository bank apply to access to the secure pages.

 

General

The information presented on this website may not be construed as investment advice, or as an offer of, or invitation to make an offer for - or in relation to - a financial service or financial product. Wealth Management Partners N.V. cannot guarantee that the information on this website is suitable for use in areas outside the jurisdiction of the Netherlands. The user must decide whether local laws and regulations apply when using this website outside the jurisdiction of the Netherlands and comply with those laws and regulations.

 

Information

The information on this website is purely indicative and may be amended at any time without further notice. Wealth Management Partners N.V. does not guarantee, either explicitly or implicitly, that the information on this website is correct, complete or up to date. The information on this website may only be used by visitors to the website themselves and they are personally responsible for how they use that information. The information provided on this website is not legally binding in any sense. If this website contains references (e.g. via hyperlinks) to websites operated by third parties, this does not mean that Wealth Management Partners N.V. makes any form of recommendation regarding the use of such websites or the products and/or services offered there. Wealth Management Partners N.V. does not verify the truthfulness, correctness, reasonableness, reliability and completeness of information on other websites to which reference is made, or which refer to this website.

 

Intellectual property

All copyright, patents and intellectual property rights that apply to this website belong at all times and under all circumstances to Wealth Management Partners N.V. These rights are not licensed or transferred to third parties in any way whatsoever. All forms of reproduction and use of a copy of the contents of the website other than for private purposes are strictly forbidden.

Terms and conditions of Wealth Management Partners’ My Portfolio

Wealth Management Partners N.V.’s My Portfolio (https://mijn.wmp.nl) is part of the Internet domain name, www.wmp.nl, which has been registered by Wealth Management Partners N.V. Wealth Management Partners N.V. is collectively referred to as “WMP” hereinafter.

 

Liability and indemnity

WMP makes every possible effort to ensure that this website operates properly and that it is permanently accessible for its clients. Good operation of the website depends on many factors, including dependencies on external parties. As a result, we cannot guarantee that the website will always be accessible and/or operate properly. WMP appreciates your understanding for this and wishes to point out that - other than in the case of malicious intent or gross negligence on its part - it is not liable for any (consequential) damage associated with possible inaccuracies and/or delayed receipt of published price information, calculations, balance statements or other information that WMP provides to clients through this website. Furthermore, WMP is not liable for any possible defects, viruses and other faults associated with accessing or using this website, for interception, manipulation or any other form of improper use of information that is sent through the website to WMP or to you, or for loss of data and downloading or the use of software that is made available through this website. WMP is not liable for the (content of) services or information provided by third parties, which are offered through WMP's website, e.g. in the form of external hyperlinks. The disclaimer of liability also applies to Board members and employees of WMP.

 

Intellectual property rights

WMP retains all intellectual property rights relating to the information presented on the website (including textual information, graphic material and logos). The term intellectual property rights is understood to include copyright, database rights, patent rights, trademark rights, trading name rights and any other intellectual property rights. Other than downloading and printing the information offered on the website for personal use, the content of the website may not be copied, reproduced, distributed or made public in any way whatsoever without obtaining explicit written permission from WMP. Hyperlinks to this website are not permitted without obtaining WMP’s permission in writing beforehand.

 

Security

When using WMP My Portfolio, WMP’s clients shall comply with all security instructions as detailed in the initial set-up documentation package issued to the client and/or other information that has been and/or will be provided to the client in respect of WMP My Portfolio. In this regard, the client has an obligation to adopt the method determined, or to be determined, by WMP in order to verify that connection to (the website of) WMP has in fact been established and to change the username and password issued personally to the client in accordance with the instructions provided by WMP.

 

The username and the password are exclusively issued to the client by WMP and are strictly personal. The client must maintain secrecy in respect of the username and password issued to him and uses them with the requisite care. The identification codes are strictly personal and may not be disclosed to third parties under any circumstances. The client is personally responsible and liable for all instances in which the identification codes are used. The client must notify WMP if: a) the identification codes are lost, stolen, misused or forged; b) he knows or suspects that third parties are aware of the identification codes; c) he discovers irregularities relating to the functionality that is offered. The client must confirm the aforementioned notification to WMP in written form, by fax or electronically. Each notification must state the date, time and location of the report. The client is liable for the damage that ensues from loss, theft or misuse of his username and/or his password, until the time when WMP is informed of the loss or theft. In the event of loss, theft or misuse of the username and/or the password code, or if they fall into the hands of unauthorized persons in any other way, the client must, upon discovery, contact his account manager at WPM without delay and ask him to block access to the website. After taking cognizance of a request of this nature, WMP will immediately block access to WMP My Portfolio and, if necessary, take further action in order to prevent misuse. The client has an obligation to report this as quickly as possible to WMP, but in any case within 5 working days. During the period from the time of the first report as indicated above, the client is liable for the consequences of the unauthorized use or misuse of the username and/or the password. Messages that you send to WMP by email can be intercepted or manipulated in other ways. WMP advises you not to send confidential or sensitive information to WMP by email. If you choose to send messages to WMP by email, you accept the risk that these messages will be intercepted or otherwise manipulated by a third party. WMP will never ask you for your password or other confidential or sensitive information by email and is not liable for damage if access to information is obtained by (unauthorized) parties through phishing or by adopting a false (email) identity.

 

Using WMP My Portfolio implies the electronic exchange of information by means of public communications media and the Internet. The Internet is an international open network and the client acknowledges that he is aware of the open structure. WMP undertakes to take all reasonable action to ensure a high level of security by applying security measures at different levels. However, WMP neither explicitly nor implicitly offers any guarantee regarding the security of WMP My Portfolio. The client undertakes to implement adequate security measures with regard to connecting to the Internet and/or the computer configuration used for this purpose - in the form of the software and operating system, updates, firewall and virus scanners. WMP reserves the right to deny access to the website in the event of non-compliance with the requirements stipulated in these terms and conditions of use.

 

Applicable law

The website of WMP and these terms and conditions of use are subject to Dutch law. All disputes, without exception, will be submitted to the competent court in the Netherlands.

 

Privacy Statement

When you visit this website, WMP may process your data. This may be data that you have entered in questionnaires or elsewhere on the website. WMP also guarantees and respects your privacy in relation to processing this data, among other things by complying with the Dutch Data Protection Act (‘Wet bescherming persoonsgegevens’) and the Code of Conduct for the Processing of Personal Data by Financial Institutions (‘Gedragscode Verwerking Persoonsgegevens Financiële Instellingen’). Among other things, this means that your personal data will only be used to the extent consistent with the purposes set out in the aforementioned Code of Conduct, that your personal data will be protected by WMP and that you can exercise certain rights with regard to your personal data. This “Privacy Statement” summarizes how data processing is used in the context of this website, the use of “cookies” on this website and how you can exercise your rights in respect of your personal data.

 

Data processing

WMP collects and processes information about clients and visitors of this website in the interest of efficient and effective business operations and to monitor whether this website adequately responds to the needs of WMP's clients. This processing of personal data focuses in particular on the ability to offer information relating to products and services of WMP and related third parties and the ability to perform other promotional activities, assess and accept (potential) clients, enter into and fulfil agreements, handle payment transactions and analyze data for statistical purposes. The information you make available through this website may also be used to inform you, among other things, about the website and any changes regarding the use of the website. Needless to say, your personal data will not be sold or made available to third parties that are not subsidiaries or related in some other way to WMP, unless this obligation ensues from a (legally valid) order issued by a competent authority.

 

Cookies

Specific information is collected regarding your use of this website in order to ensure better and faster operation of the website and adapt it to suit your preferences. This information can be collected using “cookies”. These are small text files which the web page you have visited automatically places on your computer. You can disable the use of cookies in your browser settings.

 

Third-party websites

This Privacy Statement does not apply to third-party websites, which can be visited through links on this website.

 

Questions/opt-out

If you have any questions about this Privacy Statement, the way in which WMP processes your personal data and/or you wish to view and/or edit the data that has been processed in relation to you personally, please contact WMP. Please address your request to:

 

Wealth Management Partners N.V.

Krijgsman 11

1186 DM Amstelveen

Netherlands

myportfolio@wmp.nl

 

Changes to the Privacy Statement

WMP reserves the right to change this Privacy Statement. We recommend that you read this Privacy Statement regularly in order to stay informed of any changes.