Unknown Rogue Elements Impersonate Capital Wealth Planning, LLC and Its Founder and Chief Executive Officer, Kevin Simpson
Unknown Rogue Elements Impersonate Capital Wealth Planning, LLC and Its Founder and Chief Executive Officer, Kevin Simpson
NAPLES, Fla., June 7, 2024 /PRNewswire/ -- Yesterday, Capital Wealth Planning, LLC ("CWP") was informed that someone was impersonating it and their Chief Executive Officer, Kevin Simpson on the mobile application Whatsapp. First, CWP does not use Whatsapp to market its services. Second, CWP only works with registered advisors, to provide investment advice to clients whom it has a contractual relationship with, and regardless, CWP only does so where it has trading discretion to make trades without needing to contact clients. Third, like all registered investment advisers, CWP only enters into contractual relationships with clients who have been provided its Form ADV, Parts 2A, 2B and 3. Fourth, CWP does not provide recommendations on individual stocks to strangers. Doing so would violate its Code of Ethics. Fifth, CWP does not have "VIP Members," as was claimed in the masquerading posts, and Sixth, CWP does not pay "cooperation commissions," as claimed in the fake posts.
2024年6月7日，佛羅里達州那不勒斯 / PRNewswire - Capital Wealth Planning，LLC（“CWP”）被告知有人在移動應用程序Whatsapp上冒充該公司及其首席執行官凱文·辛普森。首先，CWP不使用Whatsapp來推廣其服務。第二，CWP僅與已註冊的顧問合作，爲與其建立了合同關係並且有交易自主權的客戶提供投資建議。第三，像所有已註冊的投資顧問一樣，CWP只與已拿到其2A，2B和3部分的Form ADV的客戶簽訂合同關係。第四，CWP不向陌生人提供關於個別股票的推薦。這樣做將違反其道德準則。第五，CWP沒有“VIP會員”，就像僞裝帖子中所宣稱的那樣。第六，CWP不支付所謂的“合作佣金”，就像虛假帖子中所宣稱的那樣。
Upon discovering these sham communications, CWP has alerted local law enforcement, the Federal Bureau of Investigation, the Securities and Exchange Commission and has asked Whatsapp to take down the offending false posts as they seem to violate its own Terms of Service.
在發現這些虛假通訊後，CWP已經向當地執法部門，聯邦調查局，證券交易委員會發出警報，並要求Whatsapp刪除這些冒犯性的虛假帖子，因爲這些帖子似乎違反了其自身的服務條款。
More information about CWP is available at its website:
有關CWP的更多信息，請訪問其網站：
More information to look up investment advisers and their registered persons is available at: https://adviserinfo.sec.gov/.
查找投資顧問及其註冊人員的更多信息可訪問：https://adviserinfo.sec.gov/。
For more information investing generally please see: https://www.sec.gov/education.
有關投資的更多信息，請參見：https://www.sec.gov/education.
Contact:
Louis K Albenga, Chief Compliance Officer
239.676.0796
[email protected]
聯繫方式：
首席合規官Louis K Albenga
239.676.0796
[email protected]
SOURCE Capital Wealth Planning, LLC
資本財富規劃有限責任公司
譯文內容由第三人軟體翻譯。