Privacy policy

Last updated: Jan 2020

Eureka Financial Limited (“we” or “us”) is committed to protecting and respecting your privacy. This Privacy and Cookies Policy (“Policy”) sets out the basis on which the personal data collected from you, or that you provide to us will be processed by us. We endeavour to ensure that any personal data we collect about you will be held and processed strictly in accordance with applicable data protection legislation, including the Data Protection Act 2018 in the UK, and on and from 25 May 2018, the European General Data Protection Regulation (GDPR).

Eureka Financial Limited is registered with the UK data protection regulatory body, ICO – Information Commissioner’s Office


Information we collect from you

We collect and process some or all of the following types of information from you in the course of your use of the website or providing our services:

Information that you provide by filling in forms on our site. This includes information provided at the time of registering for a course, requesting a brochure, making an enquiry, booking an event or entering further services (including, but not limited to, a competition or promotion) or reporting a problem. This may include, but is not limited to, information such as your name, address, phone and email address.
In order to improve our communications with you as well as improve our products and services, we may ask you to provide us with additional information about you such as your professional interests and your experiences with us as well as more detailed contact preferences. When you provide us with any personal information you consent to us collecting and using that information according to your preferences.
Specifically, personal details such as name, email address, or any information input by when using the Website, completing our forms, using our services.

If you contact us, we may keep a record of that correspondence.
Details of your visits to the Website including, but not limited to, traffic data, location data and other communication data, and the resources that you access.

The provision of your name, address as well as other personal data is required from you to enable us to fulfil our regulatory and legal obligations. We will inform you at the point of collecting information from you, whether you are required to provide the information to us.


Lawful basis for processing

We rely on your consent as provided when you sign up to using our Services as the lawful basis on which We collect and use your personal data. Our legitimate interests in this data are to fulfil our contractual obligations to you and to fulfil our service proposal.

Purposes of processing

We use information held about you in the following ways:

  • • To provide you with our services.
  • • To ensure that content on the website is presented in the most effective manner for you and for the device(s) you use to access and view the Website;
  • • To provide you with information and offers that you request from us or which we feel may interest you.
  • • To carry out our obligations arising from any contracts entered into between you and us.
  • • To allow you to participate in interactive features of our service, when you choose to do so.
  • • To notify you about changes to our service


In addition to the above uses we may use your information to notify you about goods or services which may be of interest to you. Where we do this, we will contact you by electronic means (e-mail) only. If you do not want us to use your data in this way please either unsubscribe from our electronic communications using the method indicated in the relevant communication; or inform us at any time by contacting us at the contact details set out below.


We routinely disclose your personal data to third parties as follows:

We may pass your information to our third party service providers, agents, subcontractors and other associated organisations for the purposes of completing tasks related to providing information and services to you.

We may also disclose your personal data to third parties:

In the event that we sell or buy any business or assets, in which case we may disclose your personal data to the prospective seller or buyer of such business or assets; or
If we or substantially all of our assets are acquired by a third party, in which case personal data held by us about our customers will be one of the transferred assets; or
If we are under a duty to disclose or share your personal data in order to comply with any legal obligation, or in order to enforce or apply our client agreement/service charter; or
To protect our rights, property, or safety or that of our affiliated entities and our users and any third party we interact with the to provide the website; or

Other than as set out above, and save insofar as is necessary in order for us to carry out our obligations arising from any contracts entered into between you and us, we will not share your data with third parties unless we have procured your express consent to do so.



We take appropriate measures to ensure that any personal data are kept secure, including security measures to prevent personal data from being accidentally lost, or used or accessed in an unauthorised way. We limit access to your personal data to those who have a genuine business need to know it. Those processing your information will do so only in an authorised manner and are subject to a duty of confidentiality.

The data that we collect from you may be transferred to, and stored at, a destination outside the European Economic Area (“EEA”). It may also be processed by staff or contractors operating within or outside the EEA who work for us or for one of our suppliers. Such staff may be engaged in, among other things, the fulfilment of your order, enquiry, the processing of your payment details and the provision of support services. By submitting your personal data, you agree to this transfer, storing or processing.

We will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this privacy policy.

Unfortunately, the transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to the website; any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features to try to prevent unauthorised access.

The website may contain links to and from the websites of our partner networks, advertisers and affiliates. If you follow a link to any of these websites, please note that these websites have their own privacy policies and terms of use and that we do not accept any responsibility or liability for these policies and terms of use. Please check these policies before you submit any personal data to these websites.

Keeping your personal data up to date

If your personal details change you may update them by accessing this data by contacting us. If you have any questions about how we use data collected which relates to you, please contact us.

We will endeavour to update your personal data within seven (7) working days of any new or updated personal data being provided to us, in order to ensure that the personal data we hold about you is as accurate and up to date as possible.

How long we keep your personal data

We will hold your personal data (e.g. name, address and contact details) for as long it is required for us to deliver services for you and provide you with the relevant information fo0r as long as permitted by applicable laws.
In the event you unsubscribe from our mailing system your data will be deleted.

We may continue to retain your personal information to meet our legal requirements or to defend or exercise our legal rights.

If you would like further information please contact us at


Under the General Data Protection Regulation you have a number of important rights free of charge. In summary, those include rights to:

  • • Access to your personal data and to certain other supplementary information that this Policy is already designed to address
  • • Require us to correct any mistakes in your information which we hold
  • • Require the erasure of personal data concerning you.
  • • Receive the personal data concerning you which you have provided to us, in a structured, commonly used and machine-readable format and have the right to transmit those data to a third party in certain situations
  • Object at any time to processing of personal data concerning you our mailing purposes.

If you would like to exercise any of those rights, please:

email, call or write to us at, FAO: Data Protection Officer.


We hope that we can resolve any query or concern you raise about our use of your information.


We reserve the right to modify this Policy at any time. Any changes we may make to our policy in the future will be notified and made available to you using the website. Your continued use of the services and the website shall be deemed your acceptance of the varied privacy policy.


For the purposes of the DPA and the GDPR, Eureka Financial Limited is the controller of Your Data. Eureka Financial Limited is registered with the UK data protection regulatory body – ICO Information Commissioner’s Office

If you have any queries regarding this policy or complaints about our use of Your Data, please contact us at (FAO: Data Protection Officer) or at the address below and we will do our best to deal with your complaint or query as soon as possible.

Eureka Financial Limited
22a St. James’s Square

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