January 2024
In order to ensure that client instructions are properly received and processed, Pembroke is introducing new cut-off times before the close of the markets on valuation days. These new cut-off times will come into effect in April of this year.
- If you wish to place a trade to purchase or redeem funds, or adjust the asset allocation of your account with Pembroke Private Wealth Management, the instruction must be received before 3:00 PM on a valuation day.
- If you wish to make a contribution or a withdrawal from an investment management account, or to implement changes to the investment guidelines at Pembroke Management, your instructions must be received at least 24 hours in advance.
- If you wish to open a new account, the duly completed account application form must be received and accepted at least 48 hours before the account can be funded.
Should instructions be received after these cut-off times, they will be processed on a best efforts basis, but could be delayed until the following valuation date.
Other Articles Of Interest
Disclaimer
This report is for the purpose of providing some insight into Pembroke and the Pembroke funds. Past performance is not indicative of future returns. Any securities listed herein, are for informational purposes only and are not intended and should not be construed as investment advice nor is it a recommendation to buy or sell any particular security. Factual information has been taken from sources we believe to be reliable, but its accuracy, completeness or interpretation cannot be guaranteed. Pembroke seeks to ensure that the content of this document is correct and up to date but does not guarantee that the content is accurate and complete and does not assume any responsibility for this. Pembroke is not responsible for decisions or actions taken or made on the basis of information contained in this document.
