Clarity Financial Training Ltd’s Privacy policy

Privacy Policy

Effective date: 29th August 2026

Clarity Financial Training Ltd (“Clarity FT”, “we”, “our” or “us”) operates the clarityft.co.uk website and provides financial services training, online learning resources and related services.

This Privacy Policy explains how we collect, use, store and protect your personal information when you visit our website, contact us, purchase a course or product, use our online learning services or otherwise interact with Clarity FT.

Clarity Financial Training Ltd is the data controller responsible for the personal information covered by this Privacy Policy.

1. Personal Information We Collect

Depending on how you interact with Clarity FT, we may collect:

Contact information, such as your name, email address, telephone number and postal address.
Booking and customer information, including courses, qualifications, products or services you purchase or enquire about.
Communications, including information you provide when contacting us, completing forms or requesting support.
Marketing preferences, including newsletter subscriptions and communication preferences.
Account and technical information, such as login activity, IP address, device/browser information and use of our websites and online learning services.
Other information you choose to provide when communicating with us.

We only collect and use personal information where it is necessary and appropriate for providing our services, communicating with you, operating and protecting our websites and learning platforms, and meeting our legal obligations.

2. How We Collect Your Information

We may collect information directly from you when you:

purchase or enquire about a course, product or learning resource;
create or use an online account;
register for or attend training;
contact us by email, telephone or through our website;
subscribe to our newsletter;
use our distance learning resources, online tools or Mock Quiz Expert; or
otherwise communicate with us.

We may also collect limited technical and usage information automatically when you use our websites or online services.

3. How We Use Your Personal Information

We may use your information to:

process and administer bookings and purchases;
provide access to training, digital resources and online accounts;
deliver course materials and student support;
respond to enquiries and provide customer service;
process payments and maintain appropriate transaction records;
communicate with you about your course, purchase or account;
administer our Pass Guarantee and course resit arrangements;
operate, maintain and improve our websites and learning services;
maintain security and investigate suspected unauthorised account use;
protect our learning resources and intellectual property;
send marketing communications where permitted; and
meet our legal, accounting and regulatory obligations.

4. Legal Basis for Using Your Information

Under UK data protection law, we must have a lawful basis for processing personal information.

Depending on the circumstances, we may process your information because:

Contractual necessity – we need the information to provide a course, product or service you have purchased or requested.
Legitimate interests – it is reasonably necessary for operating and protecting our business, responding to enquiries, improving our services, maintaining security or preventing misuse.
Consent – you have given us permission to use your information for a particular purpose.
Legal obligation – we need to process information to comply with the law.

Where we rely on your consent, you can withdraw it at any time.

5. Course Bookings and Online Learning

When you purchase or use a Clarity FT course or learning service, we use the information necessary to administer your booking, provide your training and resources, communicate with you and provide student support.

When you use our distance learning services, online resources or Mock Quiz Expert, we may process account and technical information such as login activity, IP address and use of the service.

This information may be used to provide and secure our services and to identify suspected account sharing, unauthorised copying, automated access or other misuse.

6. Payments

We use third-party payment providers to process payments.

Payment card information is processed directly by the relevant payment provider. Clarity FT does not store your full payment card details.

We may retain transaction information such as the product purchased, amount paid, payment date and payment status for administration, accounting and legal purposes.

7. Marketing and Newsletters

We may send you information about Clarity FT courses, qualifications, study resources, offers and related services where you have consented to receive marketing or where we are otherwise permitted to contact you under applicable law.

You can unsubscribe or change your marketing preferences at any time using the unsubscribe option provided in our marketing emails or by contacting us.

Opting out of marketing will not prevent us from sending essential communications relating to a course, purchase, account or service you are using.

8. Financial Services Job Opportunities

Clarity FT may advertise or provide links to financial services job opportunities as an information service for our students and website visitors.

All vacancies are provided by independent employers or recruitment organisations. Clarity FT is not involved in the recruitment or application process.

If you choose to apply for a vacancy, you will contact the relevant recruiter or employer directly and provide your personal information directly to them. Clarity FT does not receive, process or share your personal information as part of the application.

Any personal information you provide to a recruiter or employer will be subject to that organisation’s own Privacy Policy and data protection practices.

9. Cookies and Website Analytics

Our website uses cookies and similar technologies to help the website function correctly, maintain security and understand how our website is used.

We may also use analytics services to help us understand website traffic and performance and improve our website and services.

Where consent is required for the use of non-essential cookies, we will obtain consent in accordance with applicable UK data protection and electronic communications requirements.

You can also control or delete cookies through your browser settings.

10. Sharing Your Information

We do not sell or share your personal information with third parties for their own marketing purposes.

Where we use service providers to operate our business, such as payment, website, email or online learning providers, they may process limited personal information only where necessary to provide their service to us and in accordance with applicable data protection requirements.

We may disclose personal information where we are legally required to do so, including where required by law, a court or an appropriate regulatory authority.

We do not otherwise disclose your personal information to third parties without your consent unless there is a lawful reason to do so.

11. International Transfers

Some organisations providing technology or other services to us may process information outside the UK.

Where personal information is transferred outside the UK, we take appropriate steps to ensure that the transfer is made in accordance with applicable UK data protection law and that appropriate safeguards are used where required.

12. How Long We Keep Your Information

We keep personal information only for as long as reasonably necessary for the purpose for which it was collected and to meet applicable legal, accounting and business requirements.

Retention periods may vary depending on the type of information, the service provided and whether the information is required for accounting, taxation, customer support, Pass Guarantee, security or legal purposes.

When information is no longer required, we will delete, anonymise or securely dispose of it where appropriate.

13. Security

We take reasonable technical and organisational measures to protect personal information against unauthorised access, loss, disclosure or misuse.

No method of internet transmission or electronic storage can be guaranteed to be completely secure.

Customers are responsible for keeping their own account credentials and passwords confidential and must not share them with another person.

14. Your Data Protection Rights

Under UK data protection law, you may have the right to:

request access to personal information we hold about you;
ask us to correct inaccurate or incomplete information;
ask us to delete information in certain circumstances;
ask us to restrict certain processing;
object to certain uses of your information;
request data portability where applicable; and
withdraw your consent where we rely upon consent.

These rights are subject to the circumstances and exemptions provided by law. We may need to verify your identity before dealing with a request.

15. Complaints

If you have concerns about how we use your personal information, please contact us first so that we have an opportunity to investigate and resolve the matter.

You also have the right to raise a concern with the Information Commissioner’s Office (ICO), the UK’s independent data protection regulator.

16. Links to Other Websites

Our website may contain links to websites operated by third parties.

Clarity FT is not responsible for the privacy practices, security or content of independent third-party websites. We recommend reviewing the relevant Privacy Policy before providing personal information to another organisation.

17. Children’s Privacy

Our services are primarily intended for people undertaking professional financial services training.

We do not knowingly collect personal information from children where we do not have an appropriate lawful basis to do so.

If you believe that a child has provided personal information to us inappropriately, please contact us.

18. Changes to This Privacy Policy

We may update this Privacy Policy where necessary to reflect changes to our business, services, technology or legal requirements.

Where changes are made, the updated Privacy Policy will be published on our website and the effective date will be updated.

19. Contact Us