Investor Support

At Valu-Trac Investment Management Limited, we know that going through an investor verification process isn't always the most enjoyable part of investing. It can feel a bit slow or even a little intrusive, and we completely understand that.  At Valu-Trac we have taken steps to ensure that all our verification data is up to date.  Whilst you may have provided us with information in the past, we may from time to time request to update this.

We are committed to ensuring that we protect our customers at all times and be confident that we:

•      Protect you against Fraud risks
•      Ensure it's you we are speaking to
•      Maintain the most up to date details to allow you swift access to your account
•      Can provide easy access to our team who can support you

Our goal is simply to make things easier and to explain what's happening along the way with this process.

Here's what we can do to help explain:

•      Give you a clear idea of why we need this information
•      Let you know who our Investor Verification partner is
•      Walk you through the steps you'll follow to complete the process

We do want you to feel confident that your personal information is protected and that the verification process is in line with Financial Regulations.  We are following strict rules and guidance, including GDPR and the standards set by the Joint Money Laundering Steering Group.  In order to do this Valu-Trac is engaged with SmartSearch to support the verification process.  They are a UK leading provider of anti money laundering and digital compliance technology and support us to provide the most up to date, secure solutions.

If anything feels unclear or you just want to speak to someone, you can call us on 0330 678 4760 and a member of our team will be happy to help.