Introduction

This Privacy Statement pertains to Theory in Field, whose registered office is located at 1190 Dundas Street East, Toronto, Ontario, Canada, M4M 0C5.
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Theory in Field firmly committed to safe guarding the privacy of individuals and to managing personal information in a responsible, transparent, and secure manner.
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This statement outlines the manner in which we access, collect, use, store, transfer, retain, and protect (collectively, “process”) your personal information in the course of delivering services, hosting our website (“website”) and conducting activities in the course of operation of our business.
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As professionals, we are bound by obligations of confidentiality. Our commitment to privacy extends to all personal information relating to our clients and other individuals (“you”) with whom we engage. This Privacy Statement is intended to inform you about the nature of the personal information we collect, the purposes for which we use it, and the measures we have implemented to ensure its protection.

Collection and Use of Personal Information

For the purposes of this policy, Personal Information refers to such information as defined in applicable privacy laws. This typically excludes business contact information—such as your name, title, business address, email address, or telephone number—when used in a professional context.
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Theory in Field collects only the Personal Information necessary and appropriate for delivering our services, managing client relationships, and meeting legal and regulatory obligations.

How We Collect Personal Information:

We may collect or obtain Personal Information in the course of:

• Providing consulting services to you or our clients
  
• Conducting background or due diligence checks related to our services
• Corresponding with you or your representatives
• Your use of our Website or participation in webinars, surveys, or events
• Publicly available sources or third-party providers
• Observing or inferring information based on your interactions with us

While we primarily collect Personal Information directly from individuals, we may also receive it from employers, advisors, service providers, or other third parties, provided appropriate consent has been obtained or as otherwise permitted by law.

Types of Personal Information Collected:

The Personal Information we collect varies depending on the nature of the consulting engagement, but may include:

• Full name, home address, personal email, and telephone number
  
• Date of birth, age, and country of residence
• Employment details, including role, responsibilities, and organization
• Education and professional background
• Billing and financial information
• Information about your inquiry, engagement, or consulting matter
• Technical information, such as IP address, browser type, and usage data when you visit our Website

In some cases, and depending on the scope of the engagement, we may collect more sensitive types of Personal Information, including:

• Gender, marital status, and family circumstances
  
• Financial and tax-related data
• Health-related information (e.g., for event accessibility)
• Sexual orientation (e.g., when relevant to the context of our services)

Theory does not intentionally use its Sites and business content to collect or maintain personal data from individuals under the age of 16. To the extent that any of our non-site business activities may involve collecting or maintaining personal data from or about individuals under the age of 16, we would do so only with the required legal consent from the parent, guardian, or individual and in accordance with applicable law.

Use and Disclosure of Personal Information

Theory in Field uses Personal Information primarily to deliver consulting services, manage client engagements, develop internal knowledge systems, and communicate relevant insights and service offerings. We may also use your information to comply with regulatory requirements or industry standards applicable to our profession.
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We collect, use, and disclose Personal Information only with your consent, unless otherwise authorized or required by law. Consent may be express (oral or written) or implied through continued interaction with us. By providing your Personal Information, you consent to its collection, use, and disclosure as outlined in this Privacy Policy.

If you provide us with another individual’s Personal Information, you confirm that you have obtained the necessary consentor authority to do so.

Retention of Personal Information

We retain Personal Information only for aslong as necessary to fulfill the purposes for which it was collected or tocomply with legal, regulatory, or professional obligations.

Safeguarding Your Personal Information

We treat all Personal Information asprivate and confidential. We are committed to ensuring that yourinformation—regardless of its format—is protected with appropriate safeguardsand kept secure at all times.

While we take steps to protect theintegrity and confidentiality of all communications, it is important to notethat most methods of electronic communication, including email, are notinherently secure. For efficiency and practicality, we often communicate viaemail and, unless you request otherwise, we may use unencrypted plain-textemails when corresponding with you.

We apply robust security standards andpractices to protect personal information from accidental or unlawful access,loss, misuse, alteration, or destruction. Our approach to data protection isinformed by:

• Applicable privacy and data protection laws
  
• Internal privacy and data security policies
• Generally accepted technical and operational safeguards
• A risk-based evaluation of the sensitivity of the data and the     context in which it is processed

Access to personal information isrestricted to authorized personnel at Theory in Field and our trusted serviceproviders. All individuals with access are bound by confidentiality obligationsand are expected to adhere to strict data protection practices.

While we implement reasonable andindustry-accepted safeguards, no system can be guaranteed to be completelysecure. As such, we cannot provide an absolute guarantee against unauthorizedaccess to your personal information.

Research privacy policy

When you participate in survey research conducted by Theory in Field,you can be assured that any personal information you provide will remain confidential and solely within our possession.

Regardless of how you participate, we take greatcare to ensure that your individual responses will never be linked to your personal identifying information without your explicit consent. Rest assured,your personal identifying information will never be sold or shared with third parties.
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Participation in any survey is entirely voluntary.You are free to choose whether or not to participate, to decline to answerspecific questions, and to discontinue your participation at any time.

Our Privacy Policy outlines the principles andguidelines we follow to protect personal information collected from respondentsand the public at large. This policy reflects our commitment to responsible andtransparent management of personal information, in line with the PersonalInformation Protection and Electronic Documents Act (PIPEDA) of Canada.

Theory is dedicated to regularly reviewing andupdating this Privacy Policy to ensure its relevance, alignment with evolvingindustry standards, and compliance with applicable laws and technologies.

Data retention

Theory in Field retains your personal data only foras long as necessary to fulfill the business purposes for which it wascollected, to meet our legal or contractual obligations, and in accordance withour internal data retention policy. Once these purposes no longer apply, we will securely delete your personal data in a manner consistent with prevailing industry standards for data destruction.

Should you request the deletion of your personal data, Theory in Field will comply with applicable legal requirements and make reasonable efforts to remove all instances of your data. However, we reserve the right to retain a copy of such data as required for the purposes outlined above.

Website

At Theory in Field, we collect personal information solely when you voluntarily provide it through our website, typically when contacting us directly. The information we collect in this manner is generally limited to your name and email address. We do not use any electronic methods to automatically collect personal information from visitors or users of our site or from their devices.

Our website may contain links to third-party websites that may collect personal information. Theory in Field is not responsible for the privacy practices, policies, or actions of these third parties. We encourage you to review the privacy policies of any third-party websites to make informed decisions regarding the sharing of your personal information.

In addition to the purposes mentioned above, we may use your personal information for the following purposes related to our consulting and market research services:

• Compliance with legal and regulatory requirements
  
• Responding to requests and communications from competent authorities
• Client account management and other administrative tasks
• Financialaccounting, invoicing, and risk management
• Client relationship management, including: (i) sending updates on thought leadership, services,     and offerings that may interest you; (ii) soliciting feedback on our     services; (iii) contacting you for market research purposes; and (iv)     managing our customer relationship management processes
• Business development, including the use of client testimonials (with permission) in our materials
• Recruitment purposes for prospective employees, partners, and contractors
• Engaging professional advisors (such as legal, accounting,     and consulting experts) in connection with our business
• Data analytics to gain insights into your interactions with us
• Protecting our rights and those of our clients and service providers

Website Use of Personal InformationCollected via Our Website

We may also use your personal information collectedvia our website for the following purposes:

• To manage and improve our website
  
• To personalize your experience on the website and highlight information about our products and services that may be of interest to you
• To respond to your inquiries submitted through our website
• Social Media Applications: Our website may feature blogs, podcasts, and social media tools     that allow you to share content. Please note that any personal information     shared through these features may be seen, collected, or used by other     users. We are not responsible for how this information is processed by     other users or third-party applications. We advise you to review the     privacy practices of any external services before sharing personal     information.

International Data Transfers

Please be aware that we and some recipients of your personal information may process your data within Canada or in countries outside of Canada. In such cases, the data processing may occur in jurisdictions with different data protection standards. We ensure adequate safe guards are in place to protect your personal information in accordance with applicable legal requirements.

We may also share non-personal, de-identified, or aggregated information with third parties for various purposes such as data analytics, research, thought leadership, and promotional activities.

Accessing Your PersonalInformation

By providing your personal information to Theory inField, you consent to its collection, use, and disclosure in accordance withthis Privacy Commitment. You have the right to access and amend your personal information as collected by us. You may with draw your consent at any time,subject to legal or contractual restrictions.

If you wish to access, verify, or amend yourpersonal information, or if you have any concerns or complaints regarding ourprivacy practices, please contact us in writing at:

Chief Privacy Officer
Theory in Field
1190 Dundas St. E, Suite 722
Toronto, ON
M4M 0C5
Canada
Email: contactus@theoryinfield.com
Subject line: "Personal Information"

Theory in Field reserves the right to update ormodify this Privacy Commitment periodically. We encourage you to review thisdocument regularly to stay informed about how we handle your personal data.