This information is provided for information only and must not be considered as investment advice. You should seek professional investment advice before making any investment decision.

Contact

We use the personal information you provide to communicate with you about questions, issues or other matters you wish to raise with us. Our legal basis for processing your personal information is legitimate business interests of communicating with clients, partners, other organisations and members of the public.

We will not use this information for any form of mass marketing, but will contact you if you have requested information on Margetts or our products or services or made a specific enquiry.

We do not disclose this information to third parties except if required by law. Data will be held for a minimum of 1 year after completion of any action, or until the end of any contract which is defined as 7 years after the last transaction that leaves a zero balance in your account(s).

For more information about how your data is processed, retained and deleted or to read more about your rights and how to exercise them under the General Data Protection Regulations (GDPR) please read our Privacy Notice or contact dataprotection@margetts.com

If you are not happy with the way we have handled your data, and are unable to resolve the issue with us personally, you can complain to the Information Commissioner’s Office (https://www.ico.org.uk)

Head Office

1 Sovereign Court,
Graham Street,
Birmingham,
B1 3JR

Telephone: 0121 236 2380
Fax: 0121 236 2330
Email: enquiries@mgtsfunds.com

Dealing and Registration

Margetts Fund Management Ltd
PO BOX 17067
Birmingham
B2 2HL
Telephone: 0345 607 6808
Fax: 0121 236 8990

Complaints

If you wish to complain about any aspect of the service you have received, or any aspect of this site, please contact us by phone, email or by letter: -

Margetts Fund Management Ltd
1 Sovereign Court,
Graham Street,
Birmingham,
B1 3JR

Telephone: 0121 236 2380
Email: enquiries@mgtsfunds.com

We endeavour to respond to all complaints within 3 working days, in the event you are not satisfied with our response, you may have the right to refer the complaint to the Financial Ombudsman Service at https://www.financial-ombudsman.org.uk/consumers/how-to-complain or telephone on 0800 023 4567

All incoming and outgoing telephone calls to the Margetts offices may be recorded for the purpose of monitoring, compliance and training.