Privacy Policy | The Summit

Last updated: 12 October 2026

1. Introduction
This Privacy Policy explains how TFAS Compliance Services Limited (“we”, “us”, “our”) collects and uses personal information in connection with The Financial Advice Summit 2.0 (the “Summit”) and this website. We handle your information in line with UK data protection law, including the UK GDPR and the Data Protection Act 2018.

2. Who We Are
The data controller is TFAS Compliance Services Limited, a company registered in England and Wales (company number 04048963). Registered office: Second Floor, St Andrew’s House, 119-121 The Headrow, Leeds, LS1 5JW.

If you have any questions about this policy or how we handle your information, contact us at tcs@tfas.com.

3. Information We Collect
We collect the following personal information through forms on this website:

Name
Job title
Company name
Email address
Phone number (exhibitor enquiries only)
Any additional information you choose to give us in the “More information” box (exhibitor enquiries only)

This information is collected through the following forms:

“Register your interest”
“Exhibit at Summit 2.0”

We may also collect limited technical information, such as cookie data, when you visit this website (see section 9).

4. How We Use Your Information and Our Legal Basis

We use your personal information in the following ways:

To send you updates and information about the Summit by email. Our legal basis is your consent, which you give by ticking the consent box on our forms.
To respond to exhibitor enquiries and related communications. Our legal basis is our legitimate interest in responding to business enquiries, and taking steps at your request.
To run and improve the Summit and this website. Our legal basis is our legitimate interest in running the event.

We will only email you about the Summit if you have ticked the consent box. We will not use your details to market other products or services unless you separately agree to this.

Running and improving the Summit and this websiteOur legitimate interest in running the event

We will only email you about the Summit if you have ticked the consent box. We will not use your details to market other products or services unless you separately agree to this.

5. Withdrawing Your Consent
You can withdraw your consent to receive emails at any time by clicking the unsubscribe link in any email we send, or by contacting us at tcs@tfas.com. Withdrawing consent does not affect the lawfulness of anything we did before you withdrew it.

6. How Long We Keep Your Information
We keep your information for 24 months after your last interaction with us (for example, after the Summit, your last reply to us, or your last engagement with our emails), or until you unsubscribe or ask us to delete it, whichever is sooner. After this we will delete or anonymise it, unless the law requires us to keep it longer.

7. Sharing Your Information
We do not sell your personal information. We share it only with trusted service providers who help us run the Summit and this website, under appropriate confidentiality and data protection terms. These include:

Wix.com, which hosts this website and processes form submissions
Mailchimp, which we use to send emails
Microsoft (Outlook), which we use to correspond with you

Some of these providers may process information outside the UK. Where they do, we rely on appropriate safeguards, such as the UK International Data Transfer Agreement or an approved adequacy arrangement, to protect your information.

8. Your Rights
Under UK data protection law, you have the right to:

Access the personal information we hold about you
Have inaccurate information corrected
Have your information deleted in certain circumstances
Restrict or object to certain types of processing
Receive your information in a portable format, where applicable
Withdraw your consent at any time

To exercise any of these rights, contact us at tcs@tfas.com. We aim to respond within one week.

If you are unhappy with how we have handled your information, you have the right to complain to the Information Commissioner’s Office (ICO) at ico.org.uk or on 0303 123 1113.

9. Cookies
This website uses cookies. Some are essential for the site to work. Others are only used with your consent. For details, see our Cookie Policy here.

10. Security
We take reasonable technical and organisational measures to protect your personal information from unauthorised access, use or disclosure.

11. Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated “Last updated” date.

12. Contact
For any questions or concerns about this Privacy Policy or your personal information, contact us at tcs@tfas.com.