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Privacy Policy

Effective Date: 04 January 2025

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At Jolt Wealth Management, we are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy outlines our practices regarding the collection, use, and disclosure of your personal data when you visit our website or engage with our services. Please take a moment to review this policy to understand how we handle your information.

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1. Information We Collect

We may collect the following types of personal information:

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1.1. Information You Provide:

We may collect personal information such as your name, email address, phone number, and other contact details when you voluntarily provide them to us through our website, email, or other communication channels.

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1.2. Financial and Investment Information:

In the course of providing investment services, we may collect financial and investment-related information about you, including your investment preferences and objectives.

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1.3. Log Data:

When you visit our website, we may collect log data, including your IP address, browser type, pages visited, and other usage information to improve our website and services.

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2. How We Use Your Information

We may use your personal information for the following purposes:

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2.1. Investment Services:

To provide you with hedge fund investment services and manage your investments effectively.

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2.2. Communication:

To communicate with you, respond to your inquiries, and provide updates on your investments or changes to our services.

2.3. Legal Obligations:

To comply with legal and regulatory requirements, including anti-money laundering and know-your-customer checks.

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2.4. Marketing:

With your consent, we may use your information to send you newsletters, investment reports, and promotional materials.

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3. Data Sharing and Disclosure

We may share your personal information with the following categories of third parties:

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3.1. Service Providers:

We may share your information with third-party service providers who assist us in delivering our services, including custodians, administrators, and IT service providers.

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3.2. Legal Compliance:

We may disclose your information to comply with legal obligations, such as responding to regulatory authorities or law enforcement requests.

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4. Your Privacy Choices

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4.1. Opting Out:

You may opt out of receiving marketing communications from us at any time by following the unsubscribe instructions provided in the communication.

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4.2. Access and Correction:

You have the right to access and correct your personal information held by us. Please contact us using the contact information provided below.

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5. Security Measures

We take reasonable steps to protect your personal information from unauthorized access, disclosure, alteration, and destruction.

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6. Changes to this Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for legal reasons. Any changes will be posted on our website with the updated effective date.

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7. Contact Us

If you have any questions or concerns about this Privacy Policy or how we handle your personal information, please contact us at:

 

Jolt Wealth Management Company S.A.R.L.

Authorised in Luxembourg and regulated by the CSSF Authorisation Number: A00001649

Registered Address: 35 Avenue JF Kennedy, L-1855, Luxembourg

ir@joltwealth.com
 

By using our website and services, you consent to the practices outlined in this Privacy Policy. If you do not agree with these practices, please do not use our website or provide us with your personal information.

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©2025 by Jolt Wealth Management

Important Information

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Authorisation and Regulatory Status

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The JOLT MULTI FUND is registered in Luxembourg and registered with the Commission de Surveillance du Secteur Financier (CSSF). It is governed by Part II of the Law of 17 December 2010 on undertakings for collective investment.  The fund is not a UCITS as defined by Directive 2009/65/EC and instead qualifies as an Alternative Investment Fund (AIF) in accordance with both the 2010 Law and the Law of 12 July 2013 on alternative investment fund managers (the "2013 Law").

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The Management Company: Jolt Wealth Management Company S.A.R.L. is registered in Luxembourg (Company # B306104) with the CSSF.  Registered Address: 2 Parc d'Activites Capellen, 8308 Capellen Mamer, Luxembourg

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Legal Disclaimer

This website is for general information only and does not constitute investment advice, an offer to the public, or a solicitation to buy or sell any financial instrument. The JOLT MULTI FUND is available solely to Professional Investors and Well-Informed Investors as defined under Luxembourg law. It is not intended for retail distribution. Eligibility for Well-Informed Investor status requires compliance with the Luxembourg AIFM Law, including the prescribed minimum investment or a certification of expertise.

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All investments involve risk, including the potential partial or total loss of capital, and past performance is not a reliable indicator of future results. Prospective investors must review the official fund documentation before making any investment decision. JOLT Wealth Management does not provide tax, legal, or investment advice; independent professional advice should be obtained where appropriate.

SFDR -The European Commission’s Sustainable Action Plan has three objectives: (1) To reorient capital flows towards sustainable investment in order to achieve sustainable and inclusive growth; (2) To manage financial risks stemming from climate change, environmental degradation, and social issues; and (3) To foster transparency and long-termism in financial and economic activity. It is a response to recommendations from the high-level expert group on sustainable finance, which were submitted to the Commission in January 2018.

 

Already, the European Parliament has adopted an amendment to Regulation 2016/1011 to introduce a framework for EU climate transition and EU Paris-aligned benchmarks, an amendment to the Delegated Regulation 2017/565 to integrate environmental, social, and governance (ESG) considerations into investment advice and portfolio management, and an amendment to Delegated Regulation (EU) 2017/2359 to integrate ESG considerations and preferences into the investment advice for insurance-based investment products. It has also prepared a series of related reports, including an EU Taxonomy Regulation, benchmarks, EU green bond standard, and climate-related disclosures.

SFDR which is part of a broader legislative package under the European Commission’s Sustainable Action Plan, came into effect on 10 March 2021. To meet the SFDR disclosure requirements, JOLT WEALTH MANAGEMENT identifies, assesses and, where possible and appropriate, seeks to manage sustainability risks for JOLT MULTI FUND as part of its risk management process. JOLT WEALTH MANAGEMENT believes that the integration of this risk analysis could help to enhance the long-term value of the portfolio for Investors, in accordance with the investment objective and Investment Policy of JOLT MULTI FUND. However, due to the nature of the investment objective, sustainability risks are not integrated in the investment decisions.

For the avoidance of doubt, JOLT MULTI FUND is not promoting environmental or social characteristics within the meaning of article 8 of SFDR nor has sustainable investment as its objective within the meaning of article 9 of SFDR. For the purposes of Article 6 of the EU Taxonomy Regulation, JOLT WEALTH MANAGEMENT confirms that the investments underlying this financial product (i.e. JOLT MULTI FUND) do not take into account the EU criteria for environmentally sustainable economic activities.

 

As regards disclosures obligations under article 4(1) of SFDR it is confirmed that the JOLT WEALTH MANAGEMENT does not take into account the negative impacts due to investments - Article 4 (1) (b).

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