Providing high standards services

About

Who we are

GWM Ltd. is registered with the Bermuda Monetary Authority and authorized to deal in investments.

We specialize in delivering tailored financial solutions through a client-centric approach, ensuring integrity, compliance, and excellence in global markets.

What we do

GWM Ltd. provides its clients with execution services across multiple markets, including the U.S., Europe, and Asia, and in various asset classes such as equities, options, futures, and bonds through our clearing firm, Interactive Brokers.

Through Interactive Brokers, we are able to offer our customers competitive commission rates.

How we do it

We serve a select group of clients prioritizing transparency and trust.

Our approach includes:

· Strategic partnerships with top-tier brokerage houses, custodial banks, and leading software providers.

· Access to a broad network of multilingual support staff operating across time zones to provide exceptional service.

· A focus on customer service to build long-term relationships with our clients.

Contact us

Sofia House 3rd Floor, 48 Church Street
Hamilton HM12, Bermuda.

+1 202 684 6744
+1 786 453 0432
operations@gwmbm.com

Disclosure

GWM Ltd. does not provide tax, legal, accounting or investment advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

GWM Ltd. is authorized and regulated by the Bermuda Monetary Authority, its registered address is: Sofia House 3rd Floor, 48 Church Street, Hamilton HM 12, Bermuda. 

GWM Ltd. does not endorse or recommend any of its products. 

None of the information contained herein constitutes a recommendation, offer, or solicitation of an offer by GWM Ltd.

Terms of use

Introduction

These Terms and Conditions govern your use of (the ‘Website’). Please read these Terms and Conditions carefully before using the Website operated by GWM Ltd. By using the Website, you indicate that you accept these terms of use and that you agree to abide by them. If you do not agree to these terms of use, please refrain from using the site.

Content

The information published on the Website is provided for the convenience of its visitors and you are advised that, although care has been taken to ensure technical and factual accuracy, some errors may occur. No guarantee is given of the accuracy or completeness of information on these pages.

Limitation of Liability

The material displayed on the Website is provided without any guarantees, conditions or warranties as to its accuracy. To the extent permitted by law, GWM Ltd and third parties connected to it hereby expressly exclude:

All conditions, warranties and other terms which might otherwise be implied by statute, common law or the law of equity

Any liability for any direct, indirect or consequential loss or damage incurred by any user in connection with our Website or in connection with the use, inability to use, or results of the use of our Website, any websites linked to it and any materials posted on it, including, without limitation any liability for:

  1. Loss of income or revenue
  2. Loss of business or loss of profits or contracts
  3. Loss of anticipated savings
  4. Loss of data
  5. Loss of goodwill
  6. Wasted management or office time, and for any other loss or damage of any kind, however arising and whether caused by tort (including negligence), breach of contract or otherwise, even if foreseeable. This does not affect our liability for death or personal injury arising from our negligence, nor our liability for fraudulent misrepresentation or misrepresentation as to a fundamental matter, nor any other liability which cannot be excluded or limited under applicable law.

Information about you and your visits to our Website

GWM Ltd processes information about you in accordance with its Privacy Policy. By using the Website, you consent to such processing, and you warrant that all data provided by you is accurate.

Viruses

You must not misuse the Website by knowingly introducing viruses, trojans, worms, logic bombs or other material which is malicious or technologically harmful. You must not attempt to gain unauthorized access to the Website, the server on which the Website is stored, or any server, computer or database connected to the Website. You must not attack the Website via a denial-of-service attack or a distributed denial-of service attack. GWM Ltd will report any such breach to the relevant law enforcement authorities and will co-operate with those authorities by disclosing your identity to them.

Hyperlinks

The incorporation of any links to other websites is for your convenience and reference only and does not imply that GWM Ltd approves or endorses the contents of that website or the material available from it and GWM Ltd does not control and is not responsible for the content of any such websites in terms of their accuracy, suitability, legality or otherwise and accept no responsibility for them or for any loss or damage that may arise from your use of them.

Intellectual Property Rights

You must not modify the paper or digital copies of any materials you have printed off or downloaded in any way, and you must not use any illustrations, photographs, video or audio sequences or any graphics separately from any accompanying text. You must not use any part of the materials on our Website for commercial purposes.


IF YOU PRINT OFF, COPY OR DOWNLOAD ANY PART OF THE WEBSITE IN BREACH OF THESE TERMS OF USE, YOUR RIGHT TO USE THE WEBSITE WILL CEASE IMMEDIATELY AND YOU MUST, AT OUR OPTION, RETURN OR DESTROY ANY COPIES OF THE MATERIALS YOU HAVE MADE.

Privacy Policy

This Privacy Policy sets out the data processing practices in relation to personal information and data which is collected, stored and retained through the use of this Website and any other electronic communications by GWM Ltd.

This privacy policy sets out how GWM Ltd. uses and protects any information that you give us when you use this website.GWM Ltd. is committed to maintaining the highest standards of confidentiality and respect for privacy of your personal information.  

Information Collected

GWM Ltd. collects personal information from visitors to the website through the use of online forms and every time you email the company your details. GWM Ltd. processes personal information collected via the website for the purposes of:

  1. Dealing with your inquiries and requests, and
  2. Maintaining information as a reference tool or general resource
Additionally, the website uses “cookies” and other similar technology to help measure and track visitors to the website and to collect certain technical and navigational information about you such as, operating system version, browser type, internet protocol address, pages visited, date and time of your visit, and your general geographic location.  The information obtained helps GWM Ltd. understand how the website is used and may be used to serve you better by improving website design and functionality or to provide customized services and information to you. The use of cookies and similar technologies is common practice on the internet and many browsers are configured to accept cookies automatically.  You can configure your browser to accept all cookies, reject all cookies, notify you when a cookie is set and thereby allowing you to decide whether or not to accept a cookie, or delete cookies that have already been set.  Each browser is different, but generally, the browser’s “help” feature will provide instructions related to cookies, or you may seek online assistance to learn how to change your browser settings.

Disclosures

GWM Ltd. will only disclose personal information to other companies within its group of companies, business partners, government bodies and law enforcement agencies, successors in title to its business and suppliers engaged to process information on its behalf. Your details will never be sent to any third party.

Other websites

The website may contain links to other websites which are outside the control of GWM Ltd. and are not covered by this Privacy Policy. If you access other websites using the links provided, the operators of these websites may collect information from you which will be used by them in accordance with their privacy policy, which may be different to the privacy policy of GWM Ltd. You should exercise caution and look at the privacy statement applicable to the website in question.

Complaints

We have adopted the Complaints Handling Policy in order to ensure effective, fair and transparent procedures for handling the complaints received from our clients, complying with the BMA’s Code of Conduct, specifically Section 34 on “Complaint handling”.

A complaint is a statement of dissatisfaction addressed to the Company by a listed client relating to a service provided by GWM Ltd. A complainant is a listed client who is presumed to be eligible to have a complaint considered by the Company and who

The complaints must be directed by the complainant to GWM Ltd. Compliance Department by filling out the relevant form listed in this procedure and submitted to the Company via the following:

a. By email: complaints@gwmbm.com

b. By post at our address - Sofia House 3rd Floor, 48 Church Street, Hamilton HM12, Bermuda.

In case we receive a notice through any of the lines of communication established, but which does not fall within the definition of ‘complaint’ above and can be characterized as an enquiry; this shall be categorized as an enquiry rather than a complaint and will be forwarded to the relevant department to be handled accordingly. The complainant maintains the right to request for the reclassification of his enquiry as a complaint.

Procedure

1. Submission of Complaint

A Client can file a complaint providing at a minimum the below listed information:

  1. the identity of the complainant who filed the complaint or grievance
  2. the identity of the employee that undertook to provide the service to the complainant
  3. the department to which the relevant employee relates to
  4. the date of receipt of the complaint or grievance
  5. the details of the complaint or grievance – full description
  6. the extent in financial terms of the potential loss that the complainant claims has suffered
  7. the date and in summary, the content of the reply of the Company to the said complaint or grievance

2. Acknowledgement of Complaint

Acknowledgement will occur within 7 days from the receipt. Once we acknowledge receipt of your complaint, we will review it carefully and will try to resolve it without undue delay. One of our officers may contact you directly (including communication by email or phone) in order to obtain further clarifications and information relating to your complaint. We shall need your cooperation in order to handle your complaint.

3. Investigation of Complaint

We shall make every effort to investigate your complaint and provide you with the outcome of our investigation within 30 business days from the date you have submitted your complaint to us. During the investigation process we will keep you updated of the handling process of your complaint.

We will require your full cooperation in order to expedite the investigation and possible resolution of your complaint. In the event that your complaint requires further investigation and we cannot resolve it within 30 business days, we will issue a response indicating the causes of the delay and when the Company’s investigation is likely to be completed. In any event, we shall provide you with the outcome of our investigation no later than 60 business days from the issuing of the response of delay, depending on the complexity of the case and your cooperation.

4. Resolution

When we reach our final decision, we will inform you without delay and we will provide you with an explanation of our position and propose remedial measures (if applicable).

If you are still not satisfied with our final decision you may maintain your complaint by contacting, after we have provided you with our final decision, the Financial Ombudsman Service of Bermuda:

The contact details of the Financial Ombudsman are the following:

Suite 102
14 Dundonald Street West
Hamilton, HM 09 Bermuda

Tel: (441) 296-6541
Fax: (441) 296-7734

info@ombudsman.bm

In the unlikely event that the Company was unable to provide you with a final response within the 60 business days period specified above you may again contact the office of the Financial Ombudsman of the Bermuda after the date when we ought to have provided you with our final decision.

It is understood that your right to take legal action remains unaffected by the existence or use of any complaint’s procedures referred to above.

Regulated Member of the BMA

©2024 GWM Ltd.