W.P. Stewart & Co., Ltd.
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Clients who had invested $100 with us in 1975 would have generated a return on investment of 18.4% per year on average (after all costs), leading to over $22,000 by the end of 2006.

For more information about our track record please see Performance.
This information is incomplete without the accompanying explanatory notes.


Privacy Policy 

We are committed to protecting our clients' privacy. W.P. Stewart maintains the following privacy policy:

Why This Privacy Policy Applies To You
We are sending you this notice because you obtained a financial product or service from or through the W.P. Stewart organization.

What We Do To Protect Your Personal Information
We protect personal information provided to us by our clients according to strict standards of security and confidentiality. These standards apply to both our physical facilities and any online services we may provide. We maintain physical, electronic and procedural safeguards to protect consumer information and regularly review and update our systems to keep them current. We permit only authorized individuals, who are trained in the proper handling of client information and who need to know this information to do their jobs, to have access to this information.

Personal Information That We Collect And May Disclose
As part of providing you with investment products or services, we may obtain the following types of personal information about you:

  • information we receive from you on applications or other forms, or through our website, such as your name, address, telephone number, social security number, occupation, assets and income;
  • information about account balance and activity; and
  • information from public records we may access in the ordinary course of business.

When We May Disclose Your Personal Information To Unaffiliated Third Parties
We will not share information collected about you with unaffiliated third parties except:

  • at your request;
  • when you delegate investment discretion to us authorizing us to process or service investment transactions (unaffiliated third parties in this instance may include service providers such as broker/dealers, the custodian of your account, data processors or mailing houses);
  • with companies that perform marketing services on our behalf or to other financial institutions with whom we have joint marketing agreements and who agree to use the information only for the purposes for which we disclose such information to them; or
  • when required by law to disclose such information to appropriate authorities.

We do not otherwise provide information about you to outside firms, organizations or individuals except to our attorneys, accountants and auditors and as permitted by law. We never rent or sell information about you or your account.

What We Do With Personal Information About Our Former Clients
If you decide to no longer do business with us, we will continue to follow this privacy policy with respect to the information we have in our possession about you and your account.

Confidentiality, Security, and Integrity of Information
We consider all information we have about you to be confidential, including the fact that you are a client of W.P. Stewart. We restrict access to information about you to those employees who need to know that information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with applicable regulatory standards to maintain the confidentiality of your information.

Online Privacy Protection
We offer to you the option of reviewing your accounts and receiving information online as a convenience. The ability to do so involves sending and receiving information over the Internet. The following information relates to the security of the information you provide to us:

  • We use Secure Sockets Layer (SSL) encryption and 128-bit encryption, the latest encryption technology, to protect the transmission of information you submit to us when you use our secure online forms. All of the information you provide us through these forms is stored securely offline. To access your W.P. Stewart account information online, your browser must support SSL and 128-bit encryption.
  • You must register before you can access your account information or make transactions online. When you register, you receive a Logon I.D. and password. For additional protection, we encourage you to change your password after the first time you log on. You may change your password as often as you wish, and you should keep your User's password confidential.
  • You may stop your online account access at any time by calling your portfolio manager's office at (212) 750-8585, (441) 295-8585 or toll-free at 1-888-695-4092 or writing to W.P. Stewart & Co., Ltd. 527 Madison Avenue, New York, NY 10022, USA, attention of your portfolio manager's office.
  • We will also send confirmations of your transactions to your e-mail address and mail confirmations and statements to your address of record on request.
  • If you want to ask us a question in an e-mail, do not include sensitive information like your account number or Social Security number. Instead, consider calling one of our financial consultants or corresponding by regular mail.
  • Online account access will be suspended after three (3) unsuccessful log on attempts.

Secure Sockets Layer (SSL)
SSL is a high-level security protocol for protecting the confidentiality and security of data while it is being transmitted through the Internet. SSL is used to establish a secure connection between your computer and our web server. SSL is based on RSA Data Security's public key cryptography and is used by most servers of companies that transact business on the World Wide Web.

Encryption
Encryption is a method of encoding messages to keep them private as they are transmitted through intranets or the Internet. Encryption technology encodes data electronically using a mathematical formula to scramble the data. The receiver of an encrypted transmission must have a "decoder" to unscramble the data. Without a "decoder" the transmission would look like nonsense and be unusable.

Encryption Security
The level of security provided by encryption is measured by the length of a key. A key is measured in bits. The longer the key, the more secure the data. For example, data encoded using a 40-bit key has 240 possible combinations that someone without the proper "decoder" would have to try in order to unscramble the data. Data encoded using a 128-bit key has 2,128 possible combinations. A 128-bit key currently provides the highest level of security. To help ensure the security of online communications with us, we require the user to have a browser that supports 128-bit encryption. How to get a browser that supports 128-bit encryption If you don't already have a browser that supports 128-bit encryption, you can download one from websites such as Microsoft Internet Explorer or Netscape Communicator.

Which Entities Are Subject To This Policy
This policy applies to: W.P. Stewart & Co., Ltd. and its subsidiaries and affiliates, including W.P. Stewart Asset Management Ltd., W.P. Stewart & Co., Inc., W.P. Stewart & Co. (Europe), Ltd., W.P. Stewart Asset Management (Europe), Ltd., W.P. Stewart Securities Limited, W.P. Stewart Asset Management (NA), Inc., Bowen Asia Limited, and any private investment vehicles established by W.P. Stewart & Co., Ltd.

You may have more questions about how we respect your financial privacy. Please feel free to contact our office at 1-888-695-4092, we will be more than happy to assist you.


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