Confidential information
Non-public information protected by employment, contractual, fiduciary, professional or other duties.
Compliance
Useful insight depends on clear boundaries.
Our approach is designed to support legitimate professional research while protecting confidential information, contractual duties and market integrity.
NON-NEGOTIABLE BOUNDARIES01 — PRINCIPLES
What experts must never share.
Experts may discuss permitted knowledge gained through professional experience. They must not disclose information that belongs to an employer, client or other third party, or participate where an obligation prevents them.
Material non-public information
Information that is both material and not public, including undisclosed financial, transaction or operating information.
Restricted participation
Any consultation prohibited by law, professional standards, an employer policy or another binding obligation.
BEFORE AND DURING A CALL02 — CONTROLS
Compliance is a shared process.
Controls work when the network, expert and client each understand their role. These are the core practices applied to our expert-call workflow.
Project definition
The intended topic and target profile are documented so sourcing and screening stay aligned to a legitimate research purpose.
Experience screening
Prospective experts are evaluated for relevance and asked questions designed around the project brief.
Conflict review
Experts are expected to identify employer, client, contractual, legal or professional conflicts and decline where required.
Terms and attestations
Required engagement terms and information boundaries must be acknowledged before scheduling.
Client responsibility
Clients must not solicit restricted information and should stop or redirect any discussion that enters prohibited territory.
Ongoing escalation
Concerns should be raised promptly. We may pause, decline or end an engagement where eligibility or compliance is unclear.
✓
When in doubt, do not disclose.
Experts should decline individual questions—or the entire project—if participation could breach an obligation. Clients should never encourage an expert to cross that line. This page describes our operating approach and is not legal advice.
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Need to align on project boundaries?
Share your organisation’s compliance requirements when you brief the project so they can be reflected in the workflow.