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Secure Data Transmission Notice

  • by CWA
  • •    March 27, 2015
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To:       CWA CLIENTS
Fr:        CWA Compliance Department

As part of our ongoing efforts to ensure CWA clients’ sensitive data is protected , please be advised that effective immediately the CWA Secure Data Transmission Policy requires that all sensitive information including social security numbers, account numbers and financial statements be transmitted through an approved secure transmission method. All CWA clients may access and share protected data through the IDC Client Portal and/or the CWA Secure Email Encryption System. Your CWA Planning Team is available to assist you in accessing secure data through these approved methods.

Please send questions regarding the CWA Secure Data Transmission Policy to digitalnews@cainwatters.com. They will be routed to the appropriate department for response.

Cain Watters is a Registered Investment Advisor.  Cain Watters only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.  Request Form ADV Part 2A for a complete description of Cain Watters investment advisory services. Diversification does not ensure a profit and may not protect against loss in declining markets.  Past performance is not an indicator of future results. 

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Cain Watters & Associates 17 Cowboys Way, Suite 300 Frisco