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PRIVACY STATEMENT

The data controllers are GTM Training & Development Limited trading as Sandler Training whose registered office is at 20, Red Lion House, Holborn, London, WC1R 4PQ. Sandler Systems, Inc. whose office is at 300 Red Brook Boulevard, Suite 400, Owings Mills, Maryland, 21117, USA are also the data controllers for personal data about clients.

We do not trade personal data for commercial purposes and will only disclose it if required by law, or if it is necessary to arrange your event/training attendance.

To contact us with a data protection query regarding the processing of your personal data, please use the ‘Contact Us’ section on our website or email karen.parry@sandler.com 

Details of our processing

We believe that all these purposes are justified on the basis of our legitimate interests in running and promoting the business, our contractual requirements to deliver the agreed services to you, and our legal obligations. If you would like to know more, please read below:

  • Clients
  • Prospective Clients & Event Attendees

Clients

As a client, we will hold the following information about you: 

  • Name and contact information.
  • Information and documents relating to the service we are providing, including communications with you, and contracts.
  • Billing and payment information (We do not hold or process credit card information)
  • DISC and Harver psychometric profiles where appropriate.
  • Training Survey Responses.

We use your Personal Data to meet our contractual requirements to provide a training service to you. We also use your Personal Data as required by law, such as for tax purposes.  We also use your information to invoice you, and to keep track of payments that you make.

We currently use third-party online tools to meet our contractual requirements to provide a training service to you:

  • Docusign to manage our Client Agreements with you. Docusign may uses servers that are based outside of the EEA, therefore personal information may be transferred outside of the EEA.  For more information please refer to Docusign’s Privacy Policy
  • Xero to manage your billing details. Xero uses servers that are based in the US, therefore personal information is transferred outside of the EEA.  For more information please refer to Xero’s Privacy Policy
  • Extended Disc to understand preferred communication style. Extended Disc uses servers that are based outside the US therefore personal information is transferred outside of the EEA. For more information please refer to Extended DISC’s Privacy Policy
  • Harver Group to produce strength and weakness reports. Personal information may be transferred outside of the EEA. For more information please refer to Harver Group’s Privacy Policy 

 

Please also see the section on Third Party Online Tools under ‘Prospective Clients’ – these tools will also be used to administer and deliver training and also will be used to send clients news and details of events we think they might be interested in.

We will retain information about you for the duration of our relationship with you as a client. Following this period we will retain your contact details in order to send you information about upcoming events, products and services we think you may be interested in.  Your details will also be retained on the Sandler Learning Management System (LMS). You may contact us at any time to request to be taken off our marketing distribution list or the Learning Management System using the ‘Contact Us’ section on our website or email karen.parry@sandler.com. We will retain financial records for 6 years, following the end of the current financial year.

Prospective Clients and Event Attendees

When you use our website we collect the personal information you give us such as your name, address and email address.

We also automatically receive your computer’s internet protocol (IP) address in order to provide us with information that helps us learn about your browser and operating system. 

If you make an enquiry to us via email, phone or via the ‘Contact Us’ page on our website, we will use this information to follow-up on this enquiry to see if we can help you. At the end of the enquiry process we will either transfer your data to your own client file where appropriate, add you to our marketing process or delete your information. If we add you to our marketing process we will send you information about our products and services we think you may be interested in. To view a copy of our Legitimate Interests Assessment document please email karen.parry@sandler.com

When you download an article or white-paper from our website we ask you to provide us with your name, email address, contact telephone number and mailing address. We will add you to our marketing process and send you information about our products, services and events we think you may be interested in.

When you book onto a Sandler workshop, talk or event we ask you to provide us with your name, email address, contact telephone number and mailing address. We process your details for the purpose of administering the event. We will also add you to our marketing process and send you information about our products, services and events we think you may be interested in.

As a prospective client, after we have added you to our CRM for marketing purposes we will retain your contact details for two years. At the end of that two year period we will contact you via email to check if you are still interested in our products and services. We will retain your details for a further year if you respond positively, and we will subsequently perform this review on an annual basis. If you are no longer interested in our products and services we will delete your details from our CRM.

You may contact us at any time to request to be taken off our marketing distribution list using the ‘Contact Us’ section on our website or email karen.parry@sandler.com.

We currently use the following third party online tools to process personal data:

  • HubSpot CRM to maintain contact details and distribute details of our products and events. Hubspot uses a cloud platform based in the US therefore personal information is transferred outside of the EEA. For more information please refer to HubSpot’s Privacy Policy.
  • SurveyMonkey to send out and collate responses to assessment surveys. SurveyMonkey uses servers that are based in the US therefore personal information is transferred outside of the EEA. For more information please refer to SurveyMonkey’s Privacy Policy.

COOKIES

Our website uses cookies to distinguish you from other users of our website. This helps us to provide you with a good experience when you browse our website and allows us to improve our website. 

Most web browsers allow some control of most cookies through the browser settings. To find out more about cookies and how to manage and delete them, visit www.aboutcookies.org or www.allaboutcookies.org.

WHERE WE STORE YOUR PERSONAL DATA

The data that is collected on the web site may be transferred to, and stored at, a destination outside the European Economic Area ("EEA"). It may also be processed by staff operating outside the EEA who work for us or for one of our suppliers. 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 our site; 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.

 DISCLOSURE

We may disclose your personal information if we are required by law to do so or if you violate our Terms of Service.

AGE OF CONSENT

By using this site, you represent that you are at least the age of majority in your country and region of residence, or that you are the age of majority in your your country and region of residence and you have given us your consent to allow any of your minor dependents to use this site.

Your Rights

As an individual whose personal data is processed by GTM Training & Development Limited you have these rights

  • The right to be informed, which is what this privacy policy is for.
  • The right to access data we hold about you.
  • The right to object to direct marketing.  (To exercise this right either use the unsubscribe option or contact us directly.)
  • The right to object to processing carried out on the basis of legitimate interests.
  • The right to erasure (in some circumstances).
  • The right to data portability.
  • The right to have your data rectified if it is inaccurate.
  • The right to have your data restricted or blocked from processing.

If, at any time, you want to verify, update or amend your personal data please email karen.parry@sandler.com

You also have the right to lodge a complaint about our processing with the UK’s Information Commissioner’s Office (https://ico.org.uk/).   

Changes to this privacy notice

We keep our privacy notice under regular review. This privacy notice was last updated on 03/10/2023.