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This Privacy Policy governs the manner in which Eureka International Advisors collects, uses, maintains and discloses information collected from users (each, a "User") of the http://www.eureka-international-advisors.com website ("Site"). This privacy policy applies to the Site and all products and services offered by Eureka International Advisors.

Personal identification information

We may collect personal identification information from Users in a variety of ways, including, but not limited to, when Users visit our site, fill out a form, and in connection with other activities, services, features or resources we make available on our Site. Users may be asked for, as appropriate, name, email address, phone number. Users may, however, visit our Site anonymously. We will collect personal identification information from Users only if they voluntarily submit such information to us. Users can always refuse to supply personally identification information, except that it may prevent them from engaging in certain Site related activities.

Non-personal identification information

We may collect non-personal identification information about Users whenever they interact with our Site. Non-personal identification information may include the browser name, the type of computer and technical information about Users means of connection to our Site, such as the operating system and the Internet service providers utilized and other similar information.

Web browser cookies

Our Site may use "cookies" to enhance User experience. User's web browser places cookies on their hard drive for record-keeping purposes and sometimes to track information about them. User may choose to set their web browser to refuse cookies, or to alert you when cookies are being sent. If they do so, note that some parts of the Site may not function properly.

How we use collected information

Eureka International Advisors collects and uses Users personal information for the following purposes:
- To improve customer service
Your information helps us to more effectively respond to your customer service requests and support needs.
- To send periodic emails
The email address Users provide for order processing, will only be used to send them information and updates pertaining to their order. It may also be used to respond to their inquiries, and/or other requests or questions. If User decides to opt-in to our mailing list, they will receive emails that may include company news, updates, related product or service information, etc.
How we protect your information

We adopt appropriate data collection, storage and processing practices and security measures to protect against unauthorized access, alteration, disclosure or destruction of your personal information, username, password, transaction information and data stored on our Site.

Sharing your personal information

We do not sell, trade, or rent Users personal identification information to others. We may share generic aggregated demographic information not linked to any personal identification information regarding visitors and users with our business partners, trusted affiliates and advertisers for the purposes outlined above.

Changes to this privacy policy

Eureka International Advisors has the discretion to update this privacy policy at any time. When we do, we will revise the updated date at the bottom of this page. We encourage Users to frequently check this page for any changes to stay informed about how we are helping to protect the personal information we collect. You acknowledge and agree that it is your responsibility to review this privacy policy periodically and become aware of modifications.

Your acceptance of these terms

By using this Site, you signify your acceptance of this policy. If you do not agree to this policy, please do not use our Site. Your continued use of the Site following the posting of changes to this policy will be deemed your acceptance of those changes.

Areas of Expertise

| Overview

 
  • Equity Trading
  • Bond & Fixed Income
  • Mutual Funds
  • Stocks & Options
  • Managed Accounts
  • Annuities
  • Exchange-Traded Funds (ETFs)
  • Overview
Eureka International Advisors - personal solutions

Personal Solutions

Eureka offers the personalized help, product selection, and low pricing you need to pursue your fixed income investing goals, whether you're looking to generate income, diversify your portfolio, or protect your assets.

 
Eureka International Advisors - investment strategies

Investment Strategies

Talk with a Eureka Financial Advisor about investment strategies that address your important financial objectives, and find out how you can have access to leading investment solutions and services, including structured products and professional money managers.

 
Eureka International Advisors - advise and planning

Advise and Planning

Plan to achieve what you want in life with the help of your Financial Advisor, who will help you establish short- and long-term goals, implement effective asset-allocation and wealth-building strategies, and regularly review your financial progress with you.

Eureka International Advisors - Mark Johnson

Mark Johnson

Mergers & Aquisitions

Eureka International Advisors - Bradley Grosh

Bradley Grosh

Asset Protection

Eureka International Advisors - Patrick

Patrick Pool

Brokerage

 

Eureka International Advisors is a full service investment brokerage firm

To serve our sophisticated clients, Eureka synergy is fueled by veteran traders, teamed with some of the most experienced brokers in the industry.
Equity Department:
Eureka is a market maker in a number of securities, most of which are our investment banking clients. Our Trading Department has immediate access to all major exchanges and its primary objective is to execute customer orders at the best price in the most timely fashion.

Fixed Income Department:

With its advanced computer and communications network, our Fixed Income Department offers a complete range of municipal, corporate, government and agency bonds, as well as a wide selection of nationally-known unit trusts. In addition our Bond Department offers certificates of deposit.

Who are Eureka?

Eureka is a globally recognised provider of independent financial services. We are represented in multiple countries worldwide. Specialisation in the Offshore Investment Industry has meant that over the years we have built a client base of many different nationalities from around the world.
We represent the major investment institutions and fund management groups throughout the offshore international market.
We at Eurkea are proud of our exemplary record of customer satisfaction. We have achieved this through hard work, service and commitment to our clients. By maintaining a strict code of conduct, Eureka always ensures a high level of professionalism.
Eureka's investment in the latest Information Technology systems, together with constant communication with our clients, enables us to react to market changes quickly and efficiently.

Why independent advice?

At Eureka we believe that independent financial advice is essential. Eureka is not owned or funded by any of the financial institutions that we represent, therefore, our clients receive impartial advice based on what they need, rather than what a parent company could provide.
As life progresses we all have important decisions to make about financial planning.
"How will I be able to afford to send my children to university?"
"How much will I need when I retire?"
"Will my company's pension scheme provide me with enough income when I retire?"
"What is the alternative to leaving my money in the bank?"
These decisions are too important to be left to a company that can only offer investment vehicles from their own limited product range. Eureka is able to offer the best independent advice, and guide you through a selection of plans and products to suit your individual needs.

Why a specialist?

Eureka offer ALL services associated with offshore management of money. Therefore, as a client, you will receive the best independent advice on tax efficient investment plans. There are countless financial services providers operating globally. They compete by offering a multitude of investment products by direct mail, national press, TV and more recently the Internet; attracting investors with discounts etc. Such offers can only be made by excluding the provision of a service.
Unfortunately, millions of dollars are invested as the result of an effective marketing campaign, rather than being based on the suitability of a product and the best interest of the investor. Another problem often encountered is incomplete advice. Many professionals are excellent in their chosen field as banker, accountant or onshore financial adviser, but offshore financial advising requires the knowledge and expertise of a specialist.

Why invest offshore?

The offshore centres that we mainly use are the highly regulated jurisdictions of Jersey, Guernsey and the Isle of Man. The reason for this is as follows:

A) Taxation: All investments grow virtually tax free. Unlike onshore investments, the offshore investment institution will not have to pay Capital Gains Tax, Income Tax or Corporation Tax on your investment funds.

B) Confidentiality: The offshore centers have legislative confidentiality in place. This restricts the divulgence of information to any third party authority or individual. This is not just a code of ethics; it is the law.

C) Investor protection: The Investor Protection Acts enforced in these three centres are second to none, as they guarantee up to 90% of your accumulated investment. The possibility that you will need the protection is remote, as all the companies that we deal with are internationally recognized institutions. However, it's comforting to know that the law is in place to protect you.

Individual needs analysis

Eureka offers you financial planning that is individually tailored for you and your family's needs and aspirations. The International investor has to consider possible financial shortfalls during their career. By careful planning we can minimize any unpleasant financial surprises.
At different stages in life, we all have changing financial plans and goals, for example, capital growth, educating our children, retirement income, estate planning, offshore trusts or inheritance tax.
These are not "one off decisions made at a specific time in life, but a continual process involving you and us meeting face to face, on a regular basis.
A full range of investment funds are available to our clients, from bank deposits, through guaranteed profits, fixed interest and gilts, managed international growth and regionalized equity market funds in the U.K, USA, Far East, Pacific, Latin America and Europe. Eureka can also offer our clients a whole host of other diversified and specialized offshore opportunities.
Eureka is determined to offer a lifetime of service to our clients and give peace of mind in your future financial planning.

Charges or commission?

Eureka DOES NOT charge our clients for any of our consultancy services.
Eureka's philosophy is that our reward should be linked to the outcome of our advice. We believe in the advice that we give and are willing to base our future on it. If our clients do not accept our advice, then we do not receive anything.
Our income is paid directly by the institutions with whom we place your business. Should we see you many times over the years, and you never become a client, we will never send you a bill. This ensures that the advice we give, is realistic & acceptable to you.
Our service provides our clients with the ability to constantly update their requirements without the worry of fees being charged. You are kept fully informed about your investments, and we are confident that introductions to your friends and colleagues will follow. The result is a good partnership that ensures a secure financial future for all parties

 Eureka International Advisors - Equities

Equities

We have concentrated our trading expertise in three centers globally to maximize information flows, enhance intelligence and guarantee premier risk management.
At Eureka, our equity trading is aligned by sector, providing our clients with an effective equity trading platform and management of risk positions. Our advanced risk management systems and a commensurate balance sheet allow capital commitment across a comprehensive range of equity products.
Our Portfolio Trading team provides a comprehensive service that embraces all aspects of our clients’ trading and analytical requirements, including real-time trading systems and information delivery providing the ability to hedge and diversify your risk.

 
Eureka International Advisors - Strategic Advisory

Strategic advisory

Our highly experienced Strategic Advisory team is trusted to advise on, value and structure mergers and acquisitions, disposals, restructurings, privatizations, equity issues and other fundraising's. We also provide ongoing advice to retained corporate clients through our Corporate Broking team.
Eureka is managed and organized in a matrix structure along regional, industry sector, and product lines and operates in close co-operation with the relationship bankers and product bankers.
Our structure and product suite have evolved in line with changes in the business environment and we are well placed to service and support the continued growth of the private equity industry, globalization across most industry sectors, the emergence of new economies as the means for financing growth.

 
Eureka International Advisors - Emerging Markets

Emerging markets

Emerging markets Eureka Emerging Markets team allows us to harness product synergies in emerging market countries and leverage our considerable product strengths in areas such as local market FX, pre-IPO financing.
We have dedicated Emerging Markets teams in key areas including sales, trading, research, origination and syndication. With these regional specializations we have developed the relationships and insight to provide access to unique investment opportunities and support our clients with world-class research.
Our Emerging Markets business primarily focuses on Russia, Brazil, China, India, South Africa and Central Eastern Europe.

 
Eureka International Advisors - Capital Investment

Capital investments

Investing the capital you have already saved is a major part of our financial planning. We should all stop and think about how much money we would need in the bank to give us the peace of mind that funds would be immediately available in any situation that could arise. In order to achieve this we need to make our capital work far harder than it would in a regular savings account. We are all in many different financial situations, some of us need an income in the near future, some will require it immediately in unexpected circumstances, and some of us may not need access to our funds for many years to come.

 
Eureka International Advisors - Retirement planning

Retirement planning

If you plan to retire abroad, or are currently in the process of doing so, you will have decided that the quality of your retirement years is paramount to you. However, have you considered how your pension will provide you with the financial support you deserve?
By retiring overseas you have already made the decision that you will not be returning to the UK and as an expatriate abroad there is a wide range of international investment opportunities open to you. If you plan carefully for your retirement there are investments available that could earn you an income to supplement your pension, or savings options available to you which have the benefit of being tax efficient.
It can be daunting dealing with a move overseas and wondering how your pension will work for you, which is why it can be beneficial to start planning your retirement as soon as you can in order to make sure you can support yourself financially.

 
Eureka International advisors - Saving plans

Saving plans

Saving for the future is essential for everybody and whether it is saving for a deposit on a house or investing in your children's future, there are plans bespoke for each individual. Investing in international accounts is no longer the premise of the rich and famous, all expatriates living abroad can now enjoy flexibility, among other benefits, by investing their money overseas.
International savings plans can provide a wide range of funds to choose from, all of which offer freedom to save in the currency of your choice and offer tax efficiency on interest paid. You can pay towards the plans as much or as little as you wish to, as long as you regularly provide payments

 
Eureka International Advisors - offshore banking

Offshore banking

An Offshore Bank is a bank that is located outside the country of residence of the depositor, typically in a low tax jurisdiction that provides financial and legal advantages. While the term originates from the Channel Islands being "offshore" from the United Kingdom, and most offshore banks are located in island nations to this day, the term is used figuratively to refer to such banks regardless of location, including Swiss banks and those of other landlocked nations such as Luxembourg and Andorra.

 
Eureka International Advisors - realestate

Investment

Protect your real estate investments through diversification of your investment portfolio.
Eureka International Advisors - ipo

Public Placement & IPO

We arrange financings from pre-public placements, to IPOs and secondary offerings. Through our subsidiaries, we also serve the financing needs of small to mid-cap companies seeking listings on international markets.
Eureka International Advisors - fairness

Fairness

Among other services, Eureka also offers fairness opinions, advice on mergers and acquisitions, and oversight of corporate restructuring.
Tuesday the 23rd. Copyright 2014 - Eureka International Advisors