Phillip Townsend Associates (“PTAI”) Privacy Policy

At PTAI, we are committed to protecting your privacy. This page informs you of our policies regarding the collection and processing of any personal data that you give us or that we may collect from or about you. It also lets you know your rights in relation to your personal data and how you can contact us, if necessary.

This privacy policy applies to all personal data processed by or on behalf of PTAI.

We may periodically update this privacy policy on this page.

Use the links below to find out more about how we use your personal data:

1. Who are we and how do you contact us?

PTAI provides benchmarking services to a variety of industries. We are a data controller of your personal data.

Our offices are located at 509 North Sam Houston Parkway East, Suite 600, Houston, Texas 77060. You can contact us by writing to us at this address, or by emailing us at info@ptai.com.

2. What kinds of personal data do we process?

We need to collect, process and hold your personal data to deliver our services.

This personal data may include identity data, employment and contact details, such as full name, job title, mailing address, email address, telephone number, fax number, and company name. This may also include records of your communications with us.

We do not collect, process or hold any ‘special categories’ of personal data (such as information about race or ethnic origin, political opinions, religious or similar beliefs, trade union membership, physical or mental health condition, criminal offences or related proceedings, and genetic and biometric information), unless required to by law (such as in the event of a court case).

3. What is the source of your personal data?

We may collect personal data from a variety of sources:

From you directly, or from others within your company, via email, written correspondence, telephone discussions or at face-to-face meetings;

From client / supplier contracts;

From information we collect / you provide when you visit our website;

From third party sources, including partners with which we offer joint services, or information which we buy or rent, including marketing lists;

From publicly available sources, such as internet searches, news articles, and social media.

4. For what do we use your personal data?

We use your personal data, including any of the personal data listed in section 2 above, for the following purposes:

To assess the feasibility of working with you, being a prospective client, service provider or supplier;

To manage all aspects of the services which we deliver for you;

To improve the operation of our business and that of our business partners;

For management and auditing of our business operations, including accounting;

To monitor and keep records of our communications with you;

For market research and analysis;

For direct marketing communications, to help us offer you relevant services and personalized content;

To comply with legal and regulatory obligations, requirements and guidance; and/or,

To share information, as needed, with our business partners or as part of providing our services or operating our business.

5. What legal bases do we have for processing your personal data?

We rely on the following legal bases to use your personal data:

Where we have obtained your consent;

For the performance of a contract to which you are party; or

Where we have a legitimate interest in doing so (including a legitimate interest in performing marketing activities, research activities, data analytics, internal administration functions and conducting our business in compliance with all applicable laws, relevant industry standards and our policies).

6. How and when can you withdraw your consent?

When we’re relying upon your consent to process personal data, you can withdraw this at any time by contacting us using the details above.

7. When do we share your personal data?

We do not sell your personal data to a third party or otherwise disclose personal data we hold about you, except as described here. We may share your personal data with:

Our business partners for the purposes described in this privacy policy;

Service providers who perform services on our behalf based on our instructions. We do not authorize these service providers to use or disclose the information except as necessary to perform services on our behalf or comply with legal requirements. Examples of these service providers include entities that process credit card payments or provide web-hosting or marketing services; and/or,

Other third parties, with your consent.

8. Do you have to provide your personal data to us?

We are unable to provide you with our services if you do not provide certain information to us. In cases where providing some personal data is optional, we’ll make this clear.

9. For how long do we retain your personal data?

Unless we explain otherwise to you, we will hold your personal data based on the following criteria:

For as long as we have reasonable business needs, such as managing our relationship with you and managing our operations;

For as long as we provide services to you, and then for as long as someone could bring a claim against us; and/or,

Retention periods in line with legal and regulatory requirements or guidance.

10. What are your data protection rights?

You have rights over how your personal data are used. Some of these rights don’t apply in all circumstances and depend on our reason for processing your personal data. If you wish to exercise any of your rights, we will explain at that time whether they are engaged or not. These rights include:

The right to request a copy of the personal data we hold about you;

The right to request that your personal data be corrected, amended or updated;

The right to request that your personal data be erased or restricted from further use;

The right to request that your personal data be transferred to another data controller; and,

The right to object to our processing of your personal data, including the right to object to direct marketing;

To exercise any of the above-mentioned rights, please contact us using the details above. Please note that whilst we carefully assess every request we receive, we may not always have tos comply with the request. If this is the case, we will explain why.

11. How do we use cookies?

Our websites use cookies. Cookies are small text files that websites send to your computer or other device to uniquely identify your browser or to store information or settings in your browser.

We use cookies to help our websites work in the best possible manner. We may use cookies, for example, to:

Identify you when you visit our websites and as you navigate our websites;

Help us to determine if you are logged into our websites;

As an element of the security measures used to protect our websites; and/or

Store your preferences in relation to the use of cookies generally.

In addition, we may use third-party web analytics services, such as Google Analytics, to collect certain data when you use, access or interact with our websites. The service providers that administer these services use technologies such as cookies to help us analyze how visitors use our website. To read more about the cookies used by Google Analytics, click here.

When you first visit our website, a cookie banner will appear asking you to accept (and consent to) or decline the use of non-essential cookies. You can also disable all cookies, if your browser supports this. For further information on how to do this, please click here. However, this may interrupt some services on our websites.


This privacy statement was last updated on July 7, 2020.