{"id":1864,"date":"2022-11-02T16:48:24","date_gmt":"2022-11-02T16:48:24","guid":{"rendered":"https:\/\/moneybetter.co\/?page_id=1864"},"modified":"2025-07-31T13:26:26","modified_gmt":"2025-07-31T13:26:26","slug":"policies","status":"publish","type":"page","link":"https:\/\/moneybetter.co\/mu\/policies\/","title":{"rendered":"Policies"},"content":{"rendered":"

[et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” _builder_version=”4.18.1″ _module_preset=”default” background_enable_color=”off” background_image=”https:\/\/moneybetter.co\/mu\/\/wp-content\/uploads\/2022\/10\/Section-1.jpg” custom_margin=”||||false|false” custom_padding=”170px||80px||false|false” custom_padding_tablet=”170px||60px||false|false” custom_padding_phone=”160px||50px||false|false” global_colors_info=”{}”][et_pb_row custom_padding_last_edited=”on|desktop” _builder_version=”4.16″ _module_preset=”default” width=”100%” max_width=”100%” custom_margin=”||||false|true” custom_padding=”0px||0px|50px|true|false” custom_padding_tablet=”|50px||50px|false|true” custom_padding_phone=”0px|30px|0px|22px|false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_font=”Averta||||||||” text_text_color=”#1a252f” text_font_size=”18px” text_letter_spacing=”3px” text_line_height=”1.8em” header_font=”Averta Semibold|||on|||||” header_text_align=”left” header_text_color=”#1a252f” header_font_size=”35px” header_letter_spacing=”5px” header_line_height=”2em” header_2_font=”Averta Semibold||||||||” header_2_font_size=”18px” header_2_letter_spacing=”3px” header_2_line_height=”1.4em” header_3_font=”Averta Semibold|||on|||||” header_3_text_align=”center” header_3_text_color=”#1a252f” header_3_font_size=”18px” header_3_letter_spacing=”3px” header_3_line_height=”1.4em” text_orientation=”center” custom_padding=”||0px||false|false” text_font_size_tablet=”” text_font_size_phone=”” text_font_size_last_edited=”on|tablet” header_text_align_tablet=”” header_text_align_phone=”left” header_text_align_last_edited=”on|phone” header_font_size_tablet=”33px” header_font_size_phone=”33px” header_font_size_last_edited=”on|phone” header_letter_spacing_tablet=”4px” header_letter_spacing_phone=”1px” header_letter_spacing_last_edited=”on|phone” header_line_height_tablet=”1.4em” header_line_height_phone=”1.3em” header_line_height_last_edited=”on|desktop” header_2_font_size_tablet=”” header_2_font_size_phone=”17px” header_2_font_size_last_edited=”on|desktop” header_3_font_size_tablet=”” header_3_font_size_phone=”17px” header_3_font_size_last_edited=”on|desktop” header_3_letter_spacing_tablet=”3px” header_3_letter_spacing_phone=”3px” header_3_letter_spacing_last_edited=”on|desktop” header_3_line_height_tablet=”1.4em” header_3_line_height_phone=”1.4em” header_3_line_height_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n

Policies<\/h1>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_font=”Averta||||||||” text_text_color=”#1a252f” text_font_size=”18px” text_letter_spacing=”3px” text_line_height=”1.8em” header_2_font=”Averta Semibold||||||||” header_2_text_align=”left” header_2_text_color=”#1A252F” header_2_font_size=”18px” header_2_letter_spacing=”2px” header_2_line_height=”1.4em” header_3_font=”Averta|||on|||||” header_3_text_align=”center” header_3_text_color=”#1a252f” header_3_font_size=”35px” header_3_letter_spacing=”5px” header_3_line_height=”1.7em” text_orientation=”center” custom_margin=”-41px||||false|false” custom_margin_tablet=”-27px||||false|false” custom_margin_phone=”-23px||||false|false” custom_margin_last_edited=”on|phone” custom_padding=”||0px||false|false” text_font_size_tablet=”” text_font_size_phone=”” text_font_size_last_edited=”on|tablet” header_2_text_align_tablet=”” header_2_text_align_phone=”left” header_2_text_align_last_edited=”on|phone” header_2_font_size_tablet=”” header_2_font_size_phone=”17px” header_2_font_size_last_edited=”on|phone” header_2_letter_spacing_tablet=”” header_2_letter_spacing_phone=”” header_2_letter_spacing_last_edited=”on|phone” header_2_line_height_tablet=”” header_2_line_height_phone=”” header_2_line_height_last_edited=”on|desktop” header_3_letter_spacing_tablet=”5px” header_3_letter_spacing_phone=”3px” header_3_letter_spacing_last_edited=”on|phone” header_3_line_height_tablet=”1.8em” header_3_line_height_phone=”1.6em” header_3_line_height_last_edited=”on|desktop” global_colors_info=”{}”]<\/p>\n

The rules that govern how we work and treat our customers.<\/h2>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” _builder_version=”4.16″ _module_preset=”default” background_color=”#d9d9cd” background_enable_image=”off” background_blend=”overlay” custom_margin=”||||false|false” custom_padding=”80px||80px||false|false” custom_padding_tablet=”70px||60px||false|false” custom_padding_phone=”60px||50px||false|false” global_colors_info=”{}”][et_pb_row custom_padding_last_edited=”on|desktop” _builder_version=”4.16″ _module_preset=”default” width=”100%” max_width=”100%” custom_margin=”||||false|true” custom_padding=”0px|||50px|false|false” custom_padding_tablet=”|50px||50px|false|true” custom_padding_phone=”0px|30px|0px|22px|false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.18.0″ _module_preset=”default” text_font=”Averta||||||||” text_text_color=”#1a252f” text_font_size=”18px” text_letter_spacing=”3px” text_line_height=”1.8em” header_font=”Averta Semibold|||on|||||” header_text_align=”left” header_text_color=”#1a252f” header_font_size=”35px” header_letter_spacing=”5px” header_line_height=”2em” header_2_font=”Averta Semibold|||on|||||” header_2_text_align=”left” header_2_text_color=”#1a252f” header_2_font_size=”35px” header_2_letter_spacing=”3px” header_2_line_height=”1.4em” header_3_font=”Averta Semibold|||on|||||” header_3_text_align=”center” header_3_text_color=”#1a252f” header_3_font_size=”18px” header_3_letter_spacing=”3px” header_3_line_height=”1.4em” text_orientation=”center” custom_padding=”||0px||false|false” text_font_size_tablet=”” text_font_size_phone=”” text_font_size_last_edited=”on|tablet” header_text_align_tablet=”” header_text_align_phone=”left” header_text_align_last_edited=”on|phone” header_font_size_tablet=”33px” header_font_size_phone=”33px” header_font_size_last_edited=”on|desktop” header_letter_spacing_tablet=”4px” header_letter_spacing_phone=”1px” header_letter_spacing_last_edited=”on|phone” header_line_height_tablet=”1.4em” header_line_height_phone=”1.3em” header_line_height_last_edited=”on|desktop” header_2_font_size_tablet=”33px” header_2_font_size_phone=”33px” header_2_font_size_last_edited=”on|phone” header_3_font_size_tablet=”” header_3_font_size_phone=”17px” header_3_font_size_last_edited=”on|desktop” header_3_letter_spacing_tablet=”3px” header_3_letter_spacing_phone=”3px” header_3_letter_spacing_last_edited=”on|desktop” header_3_line_height_tablet=”1.4em” header_3_line_height_phone=”1.4em” header_3_line_height_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n

General<\/h2>\n

[\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” text_font=”Averta||||||||” text_text_color=”#1a252f” text_font_size=”18px” text_letter_spacing=”3px” text_line_height=”1.8em” header_2_font=”Averta Semibold||||||||” header_2_text_align=”left” header_2_text_color=”#1A252F” header_2_font_size=”18px” header_2_letter_spacing=”3px” header_2_line_height=”1.4em” header_3_font=”Averta Semibold|||on|||||” header_3_text_align=”left” header_3_text_color=”#1a252f” header_3_font_size=”18px” header_3_letter_spacing=”1px” text_orientation=”center” width=”100%” max_width=”100%” custom_margin=”-20px||6px||false|true” custom_padding=”||||false|true” custom_padding_tablet=”||||false|true” custom_padding_phone=”||||false|true” custom_padding_last_edited=”on|phone” link_option_url=”https:\/\/moneybetter.co\/mu\/wp-content\/uploads\/2025\/07\/Conflict-of-Interest-1.pdf” link_option_url_new_window=”on” hover_enabled=”0″ text_font_size_tablet=”” text_font_size_phone=”” text_font_size_last_edited=”on|tablet” header_2_text_align_tablet=”” header_2_text_align_phone=”center” header_2_text_align_last_edited=”on|phone” header_2_font_size_tablet=”” header_2_font_size_phone=”17px” header_2_font_size_last_edited=”on|phone” header_2_letter_spacing_tablet=”” header_2_letter_spacing_phone=”” header_2_letter_spacing_last_edited=”on|phone” header_2_line_height_tablet=”” header_2_line_height_phone=”” header_2_line_height_last_edited=”on|desktop” header_3_text_align_tablet=”” header_3_text_align_phone=”left” header_3_text_align_last_edited=”on|phone” header_3_font_size_tablet=”” header_3_font_size_phone=”17px” header_3_font_size_last_edited=”on|phone” header_3_letter_spacing_tablet=”1px” header_3_letter_spacing_phone=”1px” header_3_letter_spacing_last_edited=”on|phone” header_3_line_height_tablet=”” header_3_line_height_phone=”” header_3_line_height_last_edited=”on|phone” global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n

Conflict of Interest Policy<\/span><\/h3>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_font=”Averta||||||||” text_text_color=”#1a252f” text_font_size=”18px” text_line_height=”1.4em” header_2_font=”Averta Semibold||||||||” header_2_text_align=”left” header_2_text_color=”#1A252F” header_2_font_size=”18px” header_2_letter_spacing=”3px” header_2_line_height=”1.4em” header_3_font=”Averta Semibold|||on|||||” header_3_text_align=”left” header_3_text_color=”#1a252f” header_3_font_size=”21px” header_3_letter_spacing=”5px” header_3_line_height=”1.7em” width=”100%” max_width=”100%” custom_margin=”-5px||||false|true” custom_margin_tablet=”” custom_margin_phone=”” custom_margin_last_edited=”on|phone” custom_padding=”||||false|true” custom_padding_tablet=”||||false|true” custom_padding_phone=”||||false|true” custom_padding_last_edited=”on|phone” link_option_url_new_window=”on” text_font_size_tablet=”” text_font_size_phone=”17px” text_font_size_last_edited=”on|desktop” header_2_text_align_tablet=”” header_2_text_align_phone=”center” header_2_text_align_last_edited=”on|phone” header_2_font_size_tablet=”” header_2_font_size_phone=”17px” header_2_font_size_last_edited=”on|phone” header_2_letter_spacing_tablet=”” header_2_letter_spacing_phone=”” header_2_letter_spacing_last_edited=”on|phone” header_2_line_height_tablet=”” header_2_line_height_phone=”” header_2_line_height_last_edited=”on|desktop” header_3_text_align_tablet=”” header_3_text_align_phone=”left” header_3_text_align_last_edited=”on|phone” header_3_font_size_tablet=”” header_3_font_size_phone=”20px” header_3_font_size_last_edited=”on|phone” header_3_letter_spacing_tablet=”5px” header_3_letter_spacing_phone=”3px” header_3_letter_spacing_last_edited=”on|phone” header_3_line_height_tablet=”1.8em” header_3_line_height_phone=”1.6em” header_3_line_height_last_edited=”on|desktop” global_colors_info=”{}”]<\/p>\n

Find out how we mitigate conflict of interest.<\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” text_font=”Averta||||||||” text_text_color=”#1a252f” text_font_size=”18px” text_letter_spacing=”3px” text_line_height=”1.8em” header_2_font=”Averta Semibold||||||||” header_2_text_align=”left” header_2_text_color=”#1A252F” header_2_font_size=”18px” header_2_letter_spacing=”3px” header_2_line_height=”1.4em” header_3_font=”Averta Semibold|||on|||||” header_3_text_align=”left” header_3_text_color=”#1a252f” header_3_font_size=”18px” header_3_letter_spacing=”1px” text_orientation=”center” width=”100%” max_width=”100%” custom_margin=”||6px||false|true” custom_padding=”||||false|true” custom_padding_tablet=”||||false|true” custom_padding_phone=”||||false|true” custom_padding_last_edited=”on|phone” link_option_url=”https:\/\/moneybetter.co\/mu\/wp-content\/uploads\/2025\/07\/Order-Execution-Policy-1.pdf” link_option_url_new_window=”on” hover_enabled=”0″ text_font_size_tablet=”” text_font_size_phone=”” text_font_size_last_edited=”on|tablet” header_2_text_align_tablet=”” header_2_text_align_phone=”center” header_2_text_align_last_edited=”on|phone” header_2_font_size_tablet=”” header_2_font_size_phone=”17px” header_2_font_size_last_edited=”on|phone” header_2_letter_spacing_tablet=”” header_2_letter_spacing_phone=”” header_2_letter_spacing_last_edited=”on|phone” header_2_line_height_tablet=”” header_2_line_height_phone=”” header_2_line_height_last_edited=”on|desktop” header_3_text_align_tablet=”” header_3_text_align_phone=”left” header_3_text_align_last_edited=”on|phone” header_3_font_size_tablet=”” header_3_font_size_phone=”17px” header_3_font_size_last_edited=”on|phone” header_3_letter_spacing_tablet=”1px” header_3_letter_spacing_phone=”1px” header_3_letter_spacing_last_edited=”on|phone” header_3_line_height_tablet=”” header_3_line_height_phone=”” header_3_line_height_last_edited=”on|phone” global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n

Order Execution Policy<\/span><\/h3>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_font=”Averta||||||||” text_text_color=”#1a252f” text_font_size=”18px” text_line_height=”1.4em” header_2_font=”Averta Semibold||||||||” header_2_text_align=”left” header_2_text_color=”#1A252F” header_2_font_size=”18px” header_2_letter_spacing=”3px” header_2_line_height=”1.4em” header_3_font=”Averta Semibold|||on|||||” header_3_text_align=”left” header_3_text_color=”#1a252f” header_3_font_size=”18px” header_3_letter_spacing=”5px” header_3_line_height=”1.7em” width=”100%” max_width=”100%” custom_margin=”-5px||||false|true” custom_margin_tablet=”” custom_margin_phone=”” custom_margin_last_edited=”on|phone” custom_padding=”||||false|true” custom_padding_tablet=”||||false|true” custom_padding_phone=”||||false|true” custom_padding_last_edited=”on|phone” link_option_url_new_window=”on” text_font_size_tablet=”” text_font_size_phone=”17px” text_font_size_last_edited=”on|desktop” header_2_text_align_tablet=”” header_2_text_align_phone=”center” header_2_text_align_last_edited=”on|phone” header_2_font_size_tablet=”” header_2_font_size_phone=”17px” header_2_font_size_last_edited=”on|phone” header_2_letter_spacing_tablet=”” header_2_letter_spacing_phone=”” header_2_letter_spacing_last_edited=”on|phone” header_2_line_height_tablet=”” header_2_line_height_phone=”” header_2_line_height_last_edited=”on|desktop” header_3_text_align_tablet=”” header_3_text_align_phone=”left” header_3_text_align_last_edited=”on|phone” header_3_font_size_tablet=”” header_3_font_size_phone=”17px” header_3_font_size_last_edited=”on|phone” header_3_letter_spacing_tablet=”5px” header_3_letter_spacing_phone=”3px” header_3_letter_spacing_last_edited=”on|phone” header_3_line_height_tablet=”1.8em” header_3_line_height_phone=”1.6em” header_3_line_height_last_edited=”on|desktop” global_colors_info=”{}”]<\/p>\n

See how we execute orders on your behalf.<\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” text_font=”Averta||||||||” text_text_color=”#1a252f” text_font_size=”18px” text_letter_spacing=”3px” text_line_height=”1.8em” header_2_font=”Averta Semibold||||||||” header_2_text_align=”left” header_2_text_color=”#1A252F” header_2_font_size=”18px” header_2_letter_spacing=”3px” header_2_line_height=”1.4em” header_3_font=”Averta Semibold|||on|||||” header_3_text_align=”left” header_3_text_color=”#1a252f” header_3_font_size=”18px” header_3_letter_spacing=”1px” text_orientation=”center” width=”100%” max_width=”100%” custom_margin=”||6px||false|true” custom_padding=”||||false|true” custom_padding_tablet=”||||false|true” custom_padding_phone=”||||false|true” custom_padding_last_edited=”on|phone” link_option_url=”https:\/\/moneybetter.co\/mu\/wp-content\/uploads\/2025\/07\/Whistleblowing-Policy-1.pdf” link_option_url_new_window=”on” hover_enabled=”0″ text_font_size_tablet=”” text_font_size_phone=”” text_font_size_last_edited=”on|tablet” header_2_text_align_tablet=”” header_2_text_align_phone=”center” header_2_text_align_last_edited=”on|phone” header_2_font_size_tablet=”” header_2_font_size_phone=”17px” header_2_font_size_last_edited=”on|phone” header_2_letter_spacing_tablet=”” header_2_letter_spacing_phone=”” header_2_letter_spacing_last_edited=”on|phone” header_2_line_height_tablet=”” header_2_line_height_phone=”” header_2_line_height_last_edited=”on|desktop” header_3_text_align_tablet=”” header_3_text_align_phone=”left” header_3_text_align_last_edited=”on|phone” header_3_font_size_tablet=”” header_3_font_size_phone=”17px” header_3_font_size_last_edited=”on|phone” header_3_letter_spacing_tablet=”1px” header_3_letter_spacing_phone=”1px” header_3_letter_spacing_last_edited=”on|phone” header_3_line_height_tablet=”” header_3_line_height_phone=”” header_3_line_height_last_edited=”on|phone” global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n

whistleblowing Policy<\/span><\/h3>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_font=”Averta||||||||” text_text_color=”#1a252f” text_font_size=”18px” text_line_height=”1.4em” header_2_font=”Averta Semibold||||||||” header_2_text_align=”left” header_2_text_color=”#1A252F” header_2_font_size=”18px” header_2_letter_spacing=”3px” header_2_line_height=”1.4em” header_3_font=”Averta Semibold|||on|||||” header_3_text_align=”left” header_3_text_color=”#1a252f” header_3_font_size=”21px” header_3_letter_spacing=”5px” header_3_line_height=”1.7em” width=”100%” max_width=”100%” custom_margin=”-5px||||false|true” custom_margin_tablet=”” custom_margin_phone=”” custom_margin_last_edited=”on|phone” custom_padding=”||||false|true” custom_padding_tablet=”||||false|true” custom_padding_phone=”||||false|true” custom_padding_last_edited=”on|phone” link_option_url_new_window=”on” text_font_size_tablet=”” text_font_size_phone=”17px” text_font_size_last_edited=”on|desktop” header_2_text_align_tablet=”” header_2_text_align_phone=”center” header_2_text_align_last_edited=”on|phone” header_2_font_size_tablet=”” header_2_font_size_phone=”17px” header_2_font_size_last_edited=”on|phone” header_2_letter_spacing_tablet=”” header_2_letter_spacing_phone=”” header_2_letter_spacing_last_edited=”on|phone” header_2_line_height_tablet=”” header_2_line_height_phone=”” header_2_line_height_last_edited=”on|desktop” header_3_text_align_tablet=”” header_3_text_align_phone=”left” header_3_text_align_last_edited=”on|phone” header_3_font_size_tablet=”” header_3_font_size_phone=”20px” header_3_font_size_last_edited=”on|phone” header_3_letter_spacing_tablet=”5px” header_3_letter_spacing_phone=”3px” header_3_letter_spacing_last_edited=”on|phone” header_3_line_height_tablet=”1.8em” header_3_line_height_phone=”1.6em” header_3_line_height_last_edited=”on|desktop” global_colors_info=”{}”]<\/p>\n

We are committed to combating malpractice.<\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” text_font=”Averta||||||||” text_text_color=”#1a252f” text_font_size=”18px” text_letter_spacing=”3px” text_line_height=”1.8em” header_2_font=”Averta Semibold||||||||” header_2_text_align=”left” header_2_text_color=”#1A252F” header_2_font_size=”18px” header_2_letter_spacing=”3px” header_2_line_height=”1.4em” header_3_font=”Averta Semibold|||on|||||” header_3_text_align=”left” header_3_text_color=”#1a252f” header_3_font_size=”18px” header_3_letter_spacing=”1px” text_orientation=”center” width=”100%” max_width=”100%” custom_margin=”||6px||false|true” custom_padding=”||||false|true” custom_padding_tablet=”||||false|true” custom_padding_phone=”||||false|true” custom_padding_last_edited=”on|phone” link_option_url=”https:\/\/moneybetter.co\/mu\/wp-content\/uploads\/2025\/07\/Treating-Customers-Fairly-Policy-1.pdf” link_option_url_new_window=”on” hover_enabled=”0″ text_font_size_tablet=”” text_font_size_phone=”” text_font_size_last_edited=”on|tablet” header_2_text_align_tablet=”” header_2_text_align_phone=”center” header_2_text_align_last_edited=”on|phone” header_2_font_size_tablet=”” header_2_font_size_phone=”17px” header_2_font_size_last_edited=”on|phone” header_2_letter_spacing_tablet=”” header_2_letter_spacing_phone=”” header_2_letter_spacing_last_edited=”on|phone” header_2_line_height_tablet=”” header_2_line_height_phone=”” header_2_line_height_last_edited=”on|desktop” header_3_text_align_tablet=”” header_3_text_align_phone=”left” header_3_text_align_last_edited=”on|phone” header_3_font_size_tablet=”” header_3_font_size_phone=”17px” header_3_font_size_last_edited=”on|phone” header_3_letter_spacing_tablet=”1px” header_3_letter_spacing_phone=”1px” header_3_letter_spacing_last_edited=”on|phone” header_3_line_height_tablet=”” header_3_line_height_phone=”” header_3_line_height_last_edited=”on|phone” global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n

Treating Customers Fairly<\/span><\/h3>\n

[\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” text_font=”Averta||||||||” text_text_color=”#1a252f” text_font_size=”18px” text_line_height=”1.4em” header_2_font=”Averta Semibold||||||||” header_2_text_align=”left” header_2_text_color=”#1A252F” header_2_font_size=”18px” header_2_letter_spacing=”3px” header_2_line_height=”1.4em” header_3_font=”Averta Semibold|||on|||||” header_3_text_align=”left” header_3_text_color=”#1a252f” header_3_font_size=”21px” header_3_letter_spacing=”5px” header_3_line_height=”1.7em” width=”100%” max_width=”100%” custom_margin=”-5px||||false|true” custom_margin_tablet=”” custom_margin_phone=”” custom_margin_last_edited=”on|phone” custom_padding=”||||false|true” custom_padding_tablet=”||||false|true” custom_padding_phone=”||||false|true” custom_padding_last_edited=”on|phone” link_option_url_new_window=”on” hover_enabled=”0″ text_font_size_tablet=”” text_font_size_phone=”17px” text_font_size_last_edited=”on|desktop” header_2_text_align_tablet=”” header_2_text_align_phone=”center” header_2_text_align_last_edited=”on|phone” header_2_font_size_tablet=”” header_2_font_size_phone=”17px” header_2_font_size_last_edited=”on|phone” header_2_letter_spacing_tablet=”” header_2_letter_spacing_phone=”” header_2_letter_spacing_last_edited=”on|phone” header_2_line_height_tablet=”” header_2_line_height_phone=”” header_2_line_height_last_edited=”on|desktop” header_3_text_align_tablet=”” header_3_text_align_phone=”left” header_3_text_align_last_edited=”on|phone” header_3_font_size_tablet=”” header_3_font_size_phone=”20px” header_3_font_size_last_edited=”on|phone” header_3_letter_spacing_tablet=”5px” header_3_letter_spacing_phone=”3px” header_3_letter_spacing_last_edited=”on|phone” header_3_line_height_tablet=”1.8em” header_3_line_height_phone=”1.6em” header_3_line_height_last_edited=”on|desktop” global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n

\n
\n

Our commitment to fair treatment of customers.<\/p>\n<\/div>\n<\/div>\n

\n
<\/div>\n<\/div>\n

[\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” text_font=”Averta||||||||” text_text_color=”#1a252f” text_font_size=”18px” text_letter_spacing=”3px” text_line_height=”1.8em” header_font=”Averta Semibold|||on|||||” header_text_align=”left” header_text_color=”#1a252f” header_font_size=”35px” header_letter_spacing=”5px” header_line_height=”2em” header_2_font=”Averta Semibold|||on|||||” header_2_text_align=”left” header_2_text_color=”#1a252f” header_2_font_size=”35px” header_2_letter_spacing=”3px” header_2_line_height=”1.4em” header_3_font=”Averta Semibold|||on|||||” header_3_text_align=”center” header_3_text_color=”#1a252f” header_3_font_size=”18px” header_3_letter_spacing=”3px” header_3_line_height=”1.4em” text_orientation=”center” custom_padding=”||0px||false|false” hover_enabled=”0″ text_font_size_tablet=”” text_font_size_phone=”” text_font_size_last_edited=”on|tablet” header_text_align_tablet=”” header_text_align_phone=”left” header_text_align_last_edited=”on|phone” header_font_size_tablet=”33px” header_font_size_phone=”33px” header_font_size_last_edited=”on|desktop” header_letter_spacing_tablet=”4px” header_letter_spacing_phone=”1px” header_letter_spacing_last_edited=”on|phone” header_line_height_tablet=”1.4em” header_line_height_phone=”1.3em” header_line_height_last_edited=”on|desktop” header_2_font_size_tablet=”33px” header_2_font_size_phone=”33px” header_2_font_size_last_edited=”on|phone” header_3_font_size_tablet=”” header_3_font_size_phone=”17px” header_3_font_size_last_edited=”on|desktop” header_3_letter_spacing_tablet=”3px” header_3_letter_spacing_phone=”3px” header_3_letter_spacing_last_edited=”on|desktop” header_3_line_height_tablet=”1.4em” header_3_line_height_phone=”1.4em” header_3_line_height_last_edited=”on|phone” global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n

Privacy<\/h2>\n

[\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” text_font=”Averta||||||||” text_text_color=”#1a252f” text_font_size=”18px” text_letter_spacing=”3px” text_line_height=”1.8em” header_2_font=”Averta Semibold||||||||” header_2_text_align=”left” header_2_text_color=”#1A252F” header_2_font_size=”18px” header_2_letter_spacing=”3px” header_2_line_height=”1.4em” header_3_font=”Averta Semibold|||on|||||” header_3_text_align=”left” header_3_text_color=”#1a252f” header_3_font_size=”18px” header_3_letter_spacing=”1px” text_orientation=”center” width=”100%” max_width=”100%” custom_margin=”||6px||false|true” custom_padding=”||||false|true” custom_padding_tablet=”||||false|true” custom_padding_phone=”||||false|true” custom_padding_last_edited=”on|phone” link_option_url=”https:\/\/moneybetter.co\/mu\/wp-content\/uploads\/2025\/07\/Data-Retention-and-information-sharing-Policy.pdf” link_option_url_new_window=”on” hover_enabled=”0″ text_font_size_tablet=”” text_font_size_phone=”” text_font_size_last_edited=”on|tablet” header_2_text_align_tablet=”” header_2_text_align_phone=”center” header_2_text_align_last_edited=”on|phone” header_2_font_size_tablet=”” header_2_font_size_phone=”17px” header_2_font_size_last_edited=”on|phone” header_2_letter_spacing_tablet=”” header_2_letter_spacing_phone=”” header_2_letter_spacing_last_edited=”on|phone” header_2_line_height_tablet=”” header_2_line_height_phone=”” header_2_line_height_last_edited=”on|desktop” header_3_text_align_tablet=”” header_3_text_align_phone=”left” header_3_text_align_last_edited=”on|phone” header_3_font_size_tablet=”” header_3_font_size_phone=”17px” header_3_font_size_last_edited=”on|phone” header_3_letter_spacing_tablet=”1px” header_3_letter_spacing_phone=”1px” header_3_letter_spacing_last_edited=”on|phone” header_3_line_height_tablet=”” header_3_line_height_phone=”” header_3_line_height_last_edited=”on|phone” global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n

Retention of Documents Policy<\/span><\/h3>\n

[\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” text_font=”Averta||||||||” text_text_color=”#1a252f” text_font_size=”18px” text_line_height=”1.4em” header_2_font=”Averta Semibold||||||||” header_2_text_align=”left” header_2_text_color=”#1A252F” header_2_font_size=”18px” header_2_letter_spacing=”3px” header_2_line_height=”1.4em” header_3_font=”Averta Semibold|||on|||||” header_3_text_align=”left” header_3_text_color=”#1a252f” header_3_font_size=”21px” header_3_letter_spacing=”5px” header_3_line_height=”1.7em” width=”100%” max_width=”100%” custom_margin=”-5px||||false|true” custom_margin_tablet=”” custom_margin_phone=”” custom_margin_last_edited=”on|phone” custom_padding=”||||false|true” custom_padding_tablet=”||||false|true” custom_padding_phone=”||||false|true” custom_padding_last_edited=”on|phone” link_option_url_new_window=”on” hover_enabled=”0″ text_font_size_tablet=”” text_font_size_phone=”17px” text_font_size_last_edited=”on|desktop” header_2_text_align_tablet=”” header_2_text_align_phone=”center” header_2_text_align_last_edited=”on|phone” header_2_font_size_tablet=”” header_2_font_size_phone=”17px” header_2_font_size_last_edited=”on|phone” header_2_letter_spacing_tablet=”” header_2_letter_spacing_phone=”” header_2_letter_spacing_last_edited=”on|phone” header_2_line_height_tablet=”” header_2_line_height_phone=”” header_2_line_height_last_edited=”on|desktop” header_3_text_align_tablet=”” header_3_text_align_phone=”left” header_3_text_align_last_edited=”on|phone” header_3_font_size_tablet=”” header_3_font_size_phone=”20px” header_3_font_size_last_edited=”on|phone” header_3_letter_spacing_tablet=”5px” header_3_letter_spacing_phone=”3px” header_3_letter_spacing_last_edited=”on|phone” header_3_line_height_tablet=”1.8em” header_3_line_height_phone=”1.6em” header_3_line_height_last_edited=”on|desktop” global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n

\n
\n

Why are we allowed to retain documents containing your personal information?<\/span><\/p>\n<\/div>\n<\/div>\n

\n
<\/div>\n<\/div>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

PoliciesThe rules that govern how we work and treat our customers.GeneralConflict of Interest PolicyFind out how we mitigate conflict of interest.Order Execution PolicySee how we execute orders on your behalf.whistleblowing PolicyWe are committed to combating malpractice.Treating Customers Fairly Our commitment to fair treatment of customers. PrivacyRetention of Documents Policy Why are we allowed to retain documents containing your personal information?<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-1864","page","type-page","status-publish","hentry"],"yoast_head":"\nPolicies - Moneybetter<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/moneybetter.co\/mu\/policies\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Policies - Moneybetter\" \/>\n<meta property=\"og:description\" content=\"PoliciesThe rules that govern how we work and treat our customers.GeneralConflict of Interest PolicyFind out how we mitigate conflict of interest.Order Execution PolicySee how we execute orders on your behalf.whistleblowing PolicyWe are committed to combating malpractice.Treating Customers Fairly Our commitment to fair treatment of customers. PrivacyRetention of Documents Policy Why are we allowed to retain documents containing your personal information?\" \/>\n<meta property=\"og:url\" content=\"https:\/\/moneybetter.co\/mu\/policies\/\" \/>\n<meta property=\"og:site_name\" content=\"Moneybetter\" \/>\n<meta property=\"article:modified_time\" content=\"2025-07-31T13:26:26+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"20 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/moneybetter.co\\\/mu\\\/policies\\\/\",\"url\":\"https:\\\/\\\/moneybetter.co\\\/mu\\\/policies\\\/\",\"name\":\"Policies - Moneybetter\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/moneybetter.co\\\/mu\\\/#website\"},\"datePublished\":\"2022-11-02T16:48:24+00:00\",\"dateModified\":\"2025-07-31T13:26:26+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/moneybetter.co\\\/mu\\\/policies\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/moneybetter.co\\\/mu\\\/policies\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/moneybetter.co\\\/mu\\\/policies\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/moneybetter.co\\\/mu\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Policies\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/moneybetter.co\\\/mu\\\/#website\",\"url\":\"https:\\\/\\\/moneybetter.co\\\/mu\\\/\",\"name\":\"Moneybetter\",\"description\":\"One Platform. Everything Investing.\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/moneybetter.co\\\/mu\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Policies - Moneybetter","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/moneybetter.co\/mu\/policies\/","og_locale":"en_US","og_type":"article","og_title":"Policies - Moneybetter","og_description":"PoliciesThe rules that govern how we work and treat our customers.GeneralConflict of Interest PolicyFind out how we mitigate conflict of interest.Order Execution PolicySee how we execute orders on your behalf.whistleblowing PolicyWe are committed to combating malpractice.Treating Customers Fairly Our commitment to fair treatment of customers. PrivacyRetention of Documents Policy Why are we allowed to retain documents containing your personal information?","og_url":"https:\/\/moneybetter.co\/mu\/policies\/","og_site_name":"Moneybetter","article_modified_time":"2025-07-31T13:26:26+00:00","twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"20 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/moneybetter.co\/mu\/policies\/","url":"https:\/\/moneybetter.co\/mu\/policies\/","name":"Policies - Moneybetter","isPartOf":{"@id":"https:\/\/moneybetter.co\/mu\/#website"},"datePublished":"2022-11-02T16:48:24+00:00","dateModified":"2025-07-31T13:26:26+00:00","breadcrumb":{"@id":"https:\/\/moneybetter.co\/mu\/policies\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/moneybetter.co\/mu\/policies\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/moneybetter.co\/mu\/policies\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/moneybetter.co\/mu\/"},{"@type":"ListItem","position":2,"name":"Policies"}]},{"@type":"WebSite","@id":"https:\/\/moneybetter.co\/mu\/#website","url":"https:\/\/moneybetter.co\/mu\/","name":"Moneybetter","description":"One Platform. Everything Investing.","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/moneybetter.co\/mu\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/moneybetter.co\/mu\/wp-json\/wp\/v2\/pages\/1864","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/moneybetter.co\/mu\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/moneybetter.co\/mu\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/moneybetter.co\/mu\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/moneybetter.co\/mu\/wp-json\/wp\/v2\/comments?post=1864"}],"version-history":[{"count":5,"href":"https:\/\/moneybetter.co\/mu\/wp-json\/wp\/v2\/pages\/1864\/revisions"}],"predecessor-version":[{"id":6894,"href":"https:\/\/moneybetter.co\/mu\/wp-json\/wp\/v2\/pages\/1864\/revisions\/6894"}],"wp:attachment":[{"href":"https:\/\/moneybetter.co\/mu\/wp-json\/wp\/v2\/media?parent=1864"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}