Complaints Policy

Submitting a complaint

We take complaints seriously, and it is our aim to respond to all complaints quickly and accurately.  E-mail is the best way to submit this information to us.  Please address any issues or complaints to:

feedback@thefundworks.com

You may also submit in writing to:
Compliance

The Fundworks

299 South Main Street
Suite 1300 PMB 93894
Salt Lake City, UT 84111

If you need assistance submitting an issue or complaint, please call (844) 644-6863

What information should be included?

When submitting an issue or complaint, please include:

1. Your name and contact information, including e-mail and daytime contact phone number.  If you are a business owner, please also include the name of your business.

2. The name(s) of any Fundworks personnel you have been in contact with.  If you have been communicating indirectly through a broker, please include their information as well.

3. Your relationship with The Fundworks.  Please let us know if you are a current customer, applicant, etc.

4. The nature of your issue or complaint.  Please include any relevant details and dates.

What to expect

We will provide a prompt response to let you know that we have received your message.  A member of our team may reach out for additional information required for our review.  After we have completed our review, you will receive a written response, which will also be provided to the Managing Members of The Fundworks.  If you are not satisfied with the response provided, you may ask for reconsideration by submitting a formal request.  Such request should be made in writing and directed to the address above.