Complaints policy

Outstanding customer service is at the heart of everything we do. But that doesn’t mean we get it right every time. If our service doesn’t live up to your expectations, or if you have a client where something’s gone wrong, tell us and we’ll fix it.

Best execution policy

Mole Valley Asset Management (MVAM) has established and approved this Best Execution Policy. MVAM is authorised and regulated by the Financial Conduct Authority (FCA). This Policy applies to all clients of MVAM when relevant regulated investment services are provided.

Product governance

This Mole Valley Asset Management Ltd (MVAM) Product Governance policy is written, recognising that MVAM is both a manufacturer and distributor of its portfolio management services and follows guidelines as specified in the FCA PROD Sourcebook.

Target market matrix

This Mole Valley Asset Management Ltd (MVAM) target market matrix explains the risks associated with each of our different portfolios.

Privacy notice

This Privacy Notice is intended to set out how Mole Valley Asset Management Limited (MVAM), as controller of personal data, will treat this data, and ensure that we comply with both the letter and the spirit of the General Data Protection Regulation (GDPR) which came into effect on 25th May 2018.

Modern slavery act

Mole Valley Asset Management Limited (MVAM) is a private limited company, incorporated in England and Wales with registered number 08600041. The Registered Office is at Mount Manor House, 16 The Mount, Guildford, Surrey, United Kingdom, GU2 4HN. Mole Valley Asset Management Limited is regulated by the Financial Conduct Authority.

2020 RTS28

2019 RTS28 report

2018 RTS28 report