Whether BMWA is managing your investments, planning your financial future, securing the financing for your next real estate purchase, or notarizing documents, our business adheres to a code of ethics, which states our minimum standard of acceptable professional conduct.
CODE OF ETHICS
- the advisor shall offer and provide professional services with
integrity.
- the advisor shall be objective in providing services to clients.
- the advisor shall provide services to clients competently and
maintain the necessary knowledge and skill to continue to do so in those areas in which the advisor is engaged.
- the advisor shall perform professional services in a manner that is
fair and reasonable to clients, and shall disclose conflicts of interests in providing such services.
- the advisor shall not disclose any confidential client information
without the specific consent of the client unless in response to proper legal process, to defend against charges of wrongdoing, or in connection with a civil dispute between the advisor and client.
- the advisor's conduct in all matters shall reflect credit upon the
profession.
- the advisor shall act diligently in providing professional services.
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