Privacy Policy

YOUR PRIVACY IS IMPORTANT TO US

Momentum Wealth Fund, LLC (“Momentum”, “We”, “Our”, or “Us”) prioritizes the privacy of those who visit and use its website and the associated services (referred to individually as “User” or “you” and collectively as “Users”). The company is committed to safeguarding any personally identifiable information collected from its Users. The Privacy Policy details how we collect, use, and protect your personal data in relation to the www.momentumwealth.fund website and the entirety of content, services, and products offered through the website (collectively known as the “Services”).
If you have inquiries not covered by this policy, feel free to reach out to us. By using our Services, registering, or providing your personal information in any form, you consent to our collection and use of your personal information as described in this policy.
The term “personal information” encompasses private details that can identify you, such as your name, password, age, gender, email, postal address, phone numbers, Social Security number, taxpayer identification number, investment details, assets, and income, along with your activities on our website.
Non-personally identifiable information we collect may include, but is not limited to, your previous website visits, visit frequency, clickstream data, browser type, operating system, your organization’s name, viewed articles, internet speed, presentation interactions, time spent on our website pages or features, demographic information like server locations, location services, existing cookies on your device, search habits, and results. This type of information does not directly identify you.

HOW WE LIMIT COLLECTION & USE OF DATA

We are obligated by legal and regulatory requirements to request specific information to deliver our Services. We are committed to diligently safeguarding the confidentiality, integrity, and security of our clients’ personal data.
Our pledge to every User is as follows: Unless explicitly authorized by you, we will limit the gathering and utilization of client and user data to what is necessary for managing your accounts, conducting our business, or informing you about our Services.
Access to client and user information will be confined to employees who require it to provide Services to you.
We will train our employees in line with our internal guidelines to emphasize the significance of confidentiality and privacy for clients and users.
We will uphold commercially reasonable and customary security measures toprotect your information.
We will promptly address your requests to rectify any incorrect information.

UPDATES AND CHANGES TO PRIVACY POLICY

When updates are made to this policy, the revised Privacy Policy will be uploaded to our Website, and the “Updated” date will be modified accordingly. Should there be a significant change in the methods of personal information collection or usage, you will be notified either through an email or via a notification on the Website’s main page.
Please make sure to review this page periodically to stay informed about any modifications to the Privacy Policy. By continuing to use the Services following the posting of a revised Privacy Policy, you acknowledge and agree that you are informed of these changes and consent to the collection and use of your information as outlined in the updated Privacy Policy.

HOW AND WHY WE GATHER INFORMATION

When you sign up for our services or at any later time, we collect personal information from you to set up your account, conduct transactions, communicate with you, verify who you are, and meet legal and regulatory needs. We refer to this information as your “Profile.” Occasionally, we might ask for more information through surveys to better understand your needs and preferences.
If you provide additional information during registration or at another time, you are agreeing to let us use and store it according to this Privacy Policy. We may also get your personal information from your dealings with us or other users, or from third parties like credit reporting agencies. If we combine this information with other data we get from other sources, we treat all of it as personal information under this Privacy Policy.
When you visit our website, with or without registering, we may store cookies on your web browser. Cookies are small text files that help simplify site navigation by remembering your identity so you don’t have to repeatedly enter your password. They are crucial for website security. You can adjust your browser settings to alert you when cookies are being sent or to block cookies, but this may affect the website’s functionality or speed.
A “web beacon” is a tiny, usually invisible, image on a website or in an email that helps track your interaction with the content.
“Server logs” are records created by our servers that detail your activities and transactions with the server.
Please note, if you choose not to use cookies, especially those related to authentication, you might not be able to access the website at all.
We or our service providers might also collect data about how you use our services, like which pages you visit and how often. This involves using cookies, web beacons, and similar tools. This data can include your IP address, browser type, ISP, the pages you visit, and the times of your visits. We use this information for administrative purposes, to evaluate our services, and to enhance your experience with our services.

HOW INFORMATION HELPS BOTH YOU AND US

Our goal is to offer you outstanding opportunities that align with your personal objectives. Your information and account details are crucial for our success and help us manage your accounts and our operations effectively. Here’s how we use your information:

To provide you with our services through the website;
To identify products and services that might interest you;
To set up and manage your account, including issuing an account number and maintaining your transaction history;
To handle your requests quickly and accurately;
To develop new services that offer you more convenience and control;
To market and advertise our products and services more effectively;
To verify your identity and contact details to protect against fraud;
To comply with legal and regulatory obligations.

We use the information you provide to strengthen our relationship with you and to improve the services and the website. This includes sending you updates, newsletters, or promotional offers that might interest you.

We also send offers or information to select groups of users on behalf of other users or third parties, but you can choose not to receive this information. We analyze aggregated user data to understand user trends and preferences, which helps us enhance our services and website, and develop new features.

Additionally, we use aggregated investment data from users to create useful statistics and maps for our services. We promise not to sell any analytics about our users without their explicit written consent.

As you visit our website and others, the online ad networks we partner with may use anonymous cookies and similar technologies to understand your interests from your online activities and provide ads that are more relevant to you.

USING YOUR PERSONAL DATA: THE LEGAL BASIS AND PURPOSES

We may process your personal data for the purposes of administering the relationship between you and us (including communications and reporting), direct marketing of our products and services, monitoring and analyzing our activities and complying with applicable legal or regulatory requirements (including anti- money laundering, fraud prevention, tax reporting, sanctions compliance or responding to requests for information from supervisory authorities with competent jurisdiction over our business). Your personal data will be processed in accordance with Data Protection Laws and may be processed with your consent, upon your instruction or for any of the purposes set out herein, including where we or a third-party consider there to be any other lawful purpose to do so.

Where personal data is required to satisfy a statutory obligation (including compliance with applicable anti-money laundering or sanctions requirements) or a contractual requirement, failure to provide such information may result in your subscription in the Fund being rejected or compulsorily redeemed or withdrawn, as applicable. Where there is suspicion of unlawful activity, failure to provide personal data may result in the submission of a report to the relevant law enforcement agency or supervisory authority.

HOW AND WHY WE DISCLOSE YOUR INFORMATION TO THIRD PARTIES

We may disclose information about you to our affiliates or third parties, including Avestor, prime brokers and the executing brokers, lenders, and other counterparties of the Fund for our everyday business purposes, such as to facilitate transactions, maintain your account(s) or respond to court orders and legal investigations. It may also be necessary, under anti-money laundering and similar laws, to disclose information about the Fund’s Investors in order to accept subscriptions from them or to facilitate the establishment of trading relationships for the Fund with executing brokers or other counterparties. We will also release information about you if you direct us to do so.

We may share your information with our affiliates for direct marketing purposes, such as offers of products and services to you by us or our affiliates. You may prevent this type of sharing by contacting us at the contact below. If you are a new Investor, we can begin sharing your information with our affiliates for direct marketing purposes 30 days from the date of your initial investment in or commitment to the Fund. When you are no longer our Investor, we may continue to share your information with our affiliates for such purposes. We may also disclose information about your transactions and experiences with us to our affiliates for their everyday business purposes.

We may disclose information you provide to us to companies that perform marketing services on our behalf, such as any placement agent retained by the Fund.

RETENTION PERIODS AND SECURITY MEASURES

We will not retain personal data for longer than is necessary in relation to the purpose for which it is collected, subject to Data Protection Laws. Personal data will be retained for the duration of your investment in the Fund, as applicable, and for a minimum period of five to seven years after a redemption or withdrawal, as applicable, of an investment from the Fund, as applicable, or liquidation of the Fund. We may retain personal data for a longer period for the purpose of marketing our products and services or compliance with applicable law. From time to time, we will review the purpose for which personal data has been collected and decide whether to retain it or to delete if it no longer serves any purpose to us.

To protect your personal information from unauthorized access and use, we apply technical and organizational security measures in accordance with Data Protection Laws. These measures include computer safeguards and secured files and buildings. We will notify you of any material personal data breaches affecting you in accordance with the requirements of Data Protection Laws.

IMPORTANT MESSAGE: This website is a website owned and operated by Momentum Wealth Fund (“Us/We/Our/Company”). By accessing the website and any pages thereof, you agree to be bound by the Terms of Service, Privacy Policy , and Disclosures, as each may be amended from time to time. We are not a registered broker, dealer, investment advisor, investment manager or registered funding portal. Prospective investors are advised to carefully review Our private placement memorandum, operating agreement and/or partnership agreement, and subscription documents (“Offering Documents”) and to consult their legal, financial and tax advisors prior to considering any investment in the Company, one of its subsidiaries or affiliates. Sales of any securities will only be completed through the Company’s Offering Documents and will on be made available to “Accredited Investors” as defined by the Securities and Exchange Commission (“SEC”). Generally, an Accredited Investor is a natural person with a net worth of over $1 million (exclusive of residence) or income in excess of $200,000 individually or $300,000 jointly with a spouse. The securities are offered in reliance on an exemption from the registration requirements of the Securities Act of 1933, as amended, and are not required to comply with specific disclosure requirements that apply to registration under the Securities Act. Neither the SEC nor any state regulator has reviewed the merits of or given its approval to the securities, the terms of the offerings, or the accuracy or completeness of any offering materials. The securities are subject to legal restrictions on transfer and resale and investors should not assume they will be able to resell their securities. All forward-looking statements address matters that involve risks and uncertainties and investors should be able to bear the loss of their entire investment. All investors should make their own determination of whether or not to make any investment, based on their own independent evaluation and analysis. Past performance is not indicative of future returns or Fund results. Individual investment performance, examples provided and/or case studies are not indicative of overall returns of the Company. In addition, there can be no guarantee of deal flow in the future. Forward looking statements are not statements of historical fact and reflect the Company’s views and assumptions regarding future events and performance.