Legal

Privacy Policy

Last updated: 3 September 2026

Momentum Investment Management Ltd ("we", "us", "our") is committed to protecting your personal data. This privacy policy explains how we collect, use, and store your information when you use our website.

1. Who We Are

Momentum Investment Management Ltd is the data controller for personal data collected via this website. We are authorised and regulated by the Financial Conduct Authority.

For data protection queries, please use our contact form.

2. Data We Collect

When you submit the contact form, we collect:

• —First name and last name
• —Email address
• —Phone number
• —Firm or company name
• —The content of your message

We do not collect payment information or sensitive personal data.

3. How We Use Your Data

We use the data you provide solely to:

• —Respond to your enquiry
• —Assess whether our services are appropriate for your circumstances

We do not use your data for marketing without your explicit consent.

4. Legal Basis for Processing

We process your personal data under Article 6(1)(b) GDPR — processing necessary to take steps at your request prior to entering a contract.

5. Data Retention

Enquiry data is retained for 6 years from the date of your enquiry, in line with FCA record-keeping requirements. If no engagement follows, data is deleted after 12 months.

6. Your Rights

Under UK GDPR you have the right to:

• —Access — request a copy of the data we hold about you
• —Rectification — correct inaccurate data
• —Erasure — request deletion (subject to legal obligations)
• —Restriction — limit how we process your data
• —Portability — receive your data in a machine-readable format
• —Object — object to processing based on legitimate interests

To exercise any of these rights, please use our contact form.

7. Third Parties

We share data with the following processors only:

We do not sell your data to third parties.

8. Cookies

We use cookies to operate the site and collect anonymised analytics. See our Cookie Policy for details.

9. Complaints

If you are unhappy with how we handle your data, you have the right to complain to the Information Commissioner's Office (ICO) at ico.org.uk or by calling 0303 123 1113.