Investor Support

Valu-Trac Investment Management Limited understand and recognise that a change in our investor verification process may be felt to be unnecessarily time-consuming and perhaps overly intrusive. Therefore, the information below is designed to:

• Explain why we require this information


• Provide details about our Investor Verification partner


• And to guide you through the steps of completing the investor verification process

If at any point in the process you are concerned, you can reach out to us directly on 01343 880344 and a member of staff will be happy to assist you. Alternatively, you can send an email to the fund which applies to your investment by referring to the email address on the relevant funds' page

There are a host of regulations and guidance that we abide by in relation to the collection and maintenance of your personal data, including the General Data Protection Regulations and the Joint Money Laundering Steering Group.

For Frequently Asked Questions or further information please contact us using the details above.