The EP Investor


Please read this Disclaimer carefully, as it sets out the legally binding terms upon which you access this website and the information contained on it.

This website is owned and operated by Fogg Financial Ltd, a company registered in England and Wales with company number 07796872.

The purpose of this website is not to offer investment advice. Instead, it is a record of Damien Fogg’s investment trust portfolios and the trades which sustain them. As such, the content of this website is provided for your general information only, and is not intended to address your particular requirements. The contents of this website should not be seen as or relied upon by users as a personal recommendation or advice to buy or sell, or to take or refrain from taking any other action in respect of any investment and the content of this website should not be treated as constituting an endorsement of any investment or as investment, personal or financial advice.

Readers should understand that neither Damien Fogg nor Fogg Financial Ltd is authorised to offer investment advice. They are not authorised or regulated by the Financial Conduct Authority and neither they nor this website provides financial advice. Any use of any information on this website by readers is entirely at their own risk.

Readers should instead obtain appropriate independent financial advice from a qualified financial adviser before investing. They should also, where possible, undertake or commission their own research, and determine the suitability of such investments when considering their own financial circumstances.

Readers should be aware that investing in equities, bonds, property, commodities, cryptocurrencies, etc. (whether through investment trusts or not) involves risk as values rise and fall. Significant losses can be incurred if prices plummet. The past performance of the website’s portfolios is no guarantee of future returns.

Accordingly, neither Damien Fogg nor Fogg Financial Ltd will accept any liability for any loss sustained by anyone who has relied on information provided by this website or any other content linked to/from this website. In addition, Damien Fogg nor Fogg Financial Ltd take every care to ensure that its content is accurate but cannot guarantee this. It shall be your own responsibility to ensure that any products, services or information mentioned by this website meet your specific requirements.

This Disclaimer is governed by English law.


Privacy Policy

In compliance with GDPR below is further details on how your data will be used on this website.

Who manages the data? The email list is hosted on ActiveCampaign at the moment, and only myself and direct reporting staff have access to the email list. We do not share access with anyone outside of the organisation.

What will you do with the data? The data held is used to email you content that will help educate and help with your investing and personal finance journey. I will also use any responses to questions / quizzes to inform content creation. If you become a paying client, then the more detailed information held will be used to help assist in advising and directing your financial growth. 

How will the data be protected? The email lists are stored on ActiveCampaign’s servers, which are fully encrypted and password protected. I also store data within Dropbox in a password protected folder. No data is held on any device that does not have bio-metric security measures in place.

Why do you need my data? Cos I got told it was a good idea to build an email list once, and it seemed to make sense? My goal in business is to help elevate the general level of financial education, and to do that I intend to email you with useful (potentially entertaining) information that will help you gain the confidence to start managing your own finances and securing your future. 

How long will you store my data? Your email will be stored until you remove yourself from my email list, or until such time that you have shown no interest in reading any of my emails, and I start sulking, and then delete you from the email list myself. 

What are my rights concerning my data? You have the right to erasure (not the band), which means if at any point you don’t want to receive future correspondence from me, just hit unsubscribe in any email and your details will be wiped from the system.

You also have a right to see exactly what data I hold on you at any time… To request a copy of this simply reply to an email and I will provide you with the necessary information. I warn you now though, it’ll just be your email address… so might be a bit pointless asking.

Who else will get my data? No one, not now, not ever. You agreed to let me email you, nobody else. So why would I let someone else?