Expert Ethics and Compliance

TailoredIQ Expert Network is a curated, peer-validated Expert network designed to enable organizations, founders, and leaders to access high-integrity professional insight, experience-based judgment, and strategic guidance.

These terms and conditions (the "Terms") shall apply to all Experts on the TailoredIQ Platform (hereinafter referred to as the "Expert", "User" or "You"). By using the Platform or signing up to create a profile, You acknowledge that You have read, understood, and agree to be bound by these Terms. The provisions of these Terms shall govern Your use of the TailoredIQ Platform. If You do not accept these Terms, do not access or use this TailoredIQ Platform or the services.

By joining TailoredIQ, you confirm that:

1. You are participating in your personal capacity, not as a representative of your current or former employer unless expressly authorised.
2. You are legally permitted to provide general professional insights and advice.
3. Your participation does not breach any contractual, fiduciary, or statutory obligation.
4. All information you provide about your experience and credentials is accurate and truthful.

TailoredIQ reserves the right to approve, decline, suspend, or revoke Your membership at its sole discretion.

You must be at least 18 years of age and legally permitted to provide professional services in your jurisdiction. By joining, you confirm that your participation does not violate any applicable law, regulation, or professional licensing requirement in your jurisdiction.

Experts are expected to possess demonstrable professional experience, qualifications, or credentials relevant to the area in which they offer insights through the Platform. By joining, each Expert represents and warrants that:

1. they hold any professional qualifications, licences, or certifications represented on their profile and that such qualifications are current and in good standing;
2. they are not subject to any suspension, disqualification, or disciplinary action by any professional regulatory body that would impair their ability to provide the services they offer through the Platform;
3. they will promptly notify TailoredIQ in writing if their professional standing changes in any way that affects their eligibility to offer services through the Platform; and
4. they will maintain the level of professional competence and skill reasonably expected of a qualified professional in their field throughout their engagement on the Platform.

Failure to disclose a change in professional standing shall constitute a material breach of these Terms.

Experts may provide:

1. High-level professional judgment to service requests by other Users.
2. Experience-based insights
3. Industry trends and best practices
4. Strategic frameworks and non-confidential examples

Experts must not disclose or provide:

1. Confidential, proprietary, or privileged information belonging to any third party.
2. Trade secrets, source code, proprietary algorithms, formulas, or unpublished research that they do not own or have the right to share.
3. Material non-public information (MNPI), including any information that could give rise to insider trading or other regulatory concerns.
4. Internal documents, non-public data, or client information obtained through employment, consulting engagements, or other confidential relationships.
5. Legal, financial, medical, or other professional advice that requires a regulated licence or professional authorization, except where expressly permitted.

Any breach of the restrictions set out in this section shall constitute a material breach of these Terms and may result in the immediate suspension or termination of the Expert's account, removal from current and future engagements, and such other remedies as are available to TailoredIQ under these Terms and at law.

You acknowledge that you may receive or have access to confidential, proprietary, or otherwise non-public information relating to TailoredIQ or other users. The Expert shall:

1. Use Confidential Information solely for the purpose of providing services through the TailoredIQ Platform and for no other purpose;
2. Not disclose, publish, transmit, distribute, or otherwise make Confidential Information available to any third party without the prior written consent of TailoredIQ or the relevant client, as applicable;
3. Not copy, reproduce, retain, download, or store Confidential Information except to the extent reasonably necessary to perform the relevant engagement and, where permitted, shall securely delete or destroy such information upon completion of the engagement or upon request by TailoredIQ;
4. Promptly notify TailoredIQ of any actual or suspected unauthorized access to, disclosure of, or loss of Confidential Information and cooperate fully in investigating and mitigating the effects of such incident.

For the purposes of these Terms, Confidential Information includes, without limitation, client identities, business strategies, commercial information, financial information, technical information, trade secrets, proprietary methodologies, unpublished research, internal documents, communications, prompts, uploaded materials, advisory requests, and any other information that is not publicly available, whether disclosed orally, electronically, visually, or in writing.

You shall not, either during or after the termination of the account on the TailoredIQ Platform:

1. Identify, reveal, or otherwise disclose the identity of any client, member, or User of the TailoredIQ Platform;
2. Disclose, summarize, quote, or reference the content of any private consultation, advisory engagement, or client communication;
3. Use any engagement, client relationship, or confidential work performed through the TailoredIQ Platform for marketing, publicity, testimonials, case studies, portfolio materials, social media posts, publications, presentations, or any other public or private purpose;
4. Use Confidential Information for personal benefit or for the benefit of any third party, including to compete with, solicit, or otherwise disadvantage TailoredIQ or its clients.

The confidentiality obligations set out in this clause shall survive the suspension or termination of the Expert's account. Any breach of this clause shall constitute a material breach of these Terms and may result in the immediate suspension or termination of the Expert's access to the TailoredIQ Platform, removal from current or future engagements, and any other remedies available to TailoredIQ under these Terms and at law. The Expert acknowledges that unauthorized disclosure or misuse of Confidential Information may cause irreparable harm for which monetary damages alone may be an inadequate remedy, and TailoredIQ shall be entitled to seek injunctive or other equitable relief in addition to any other available remedies.

The Expert acknowledges that maintaining the trust and confidence of clients requires the avoidance of actual, potential, and perceived conflicts of interest. Accordingly, the Expert represents, warrants, and undertakes that they shall:

1. promptly disclose to TailoredIQ any actual, potential, or perceived conflict of interest that may impair, or reasonably appear to impair, the Expert's ability to provide impartial, objective, and independent advice or services;
2. make such disclosure as soon as the conflict becomes known and, in any event, prior to accepting or continuing any engagement to which the conflict relates;
3. where a conflict is disclosed or identified, recuse themselves from the relevant engagement until TailoredIQ has reviewed the disclosure and confirmed in writing that the Expert may proceed;
4. not use any information obtained through the Platform to promote, favour, or advance the interests of the Expert, or any other third party.

TailoredIQ reserves the right, in its sole discretion, to determine whether a disclosed circumstance constitutes a conflict of interest and the appropriate measures required to protect the integrity of the TailoredIQ Platform. Without limiting any other rights available under these Terms, TailoredIQ may:

1. require the Expert to provide additional information regarding any disclosed or suspected conflict of interest;
2. prohibit the Expert from accepting or participating in a particular engagement;
3. reassign, suspend, or terminate an engagement where TailoredIQ reasonably determines that a conflict exists or may arise;
4. suspend or terminate the Expert's account where the Expert fails to disclose a conflict of interest, provides incomplete or misleading disclosures, or otherwise breaches this clause.

The Expert represents, warrants, and undertakes that:

1. The Expert has all necessary rights, licenses, permissions, and authority to provide any materials, content, documents, software, data, or other intellectual property submitted or shared through the TailoredIQ Platform;
2. The Expert shall not upload, disclose, reproduce, distribute, or otherwise provide any material that is owned by a third party unless expressly authorised to do so;
3. The Expert shall not provide confidential information, trade secrets, copyrighted works, proprietary software, unpublished research, source code, or any other protected material belonging to other third party without the requisite legal authority;
4. All engagement outputs shall be original to the Expert or lawfully derived from materials that the Expert is authorised to use.

Experts shall not disclose, solicit, or use any material non-public information including unpublished financial results, proposed transactions, strategic initiatives, or any other confidential information that could provide an unfair advantage in securities trading or otherwise breach applicable laws or regulations. The Expert further undertakes not to engage in, facilitate, or encourage insider trading, market manipulation, or any conduct that could result in a violation of applicable securities, competition, or regulatory laws.

TailoredIQ processes personal data in accordance with our Privacy Policy(opens in a new tab) and applicable data protection laws. By joining the Platform, the Expert consents to the collection, processing, and use of their personal data as described in the Privacy Policy. Experts are responsible for ensuring that any personal data they share or process through the Platform has a lawful basis under applicable data protection law.

Experts agree to conduct engagements through communication channels approved by TailoredIQ. Experts shall not conduct, solicit, or accept engagements with clients or Members introduced through the Platform outside of the Platform, without TailoredIQ's prior written consent. Any off-platform engagement in breach of this restriction shall constitute a material breach of these Terms, entitling TailoredIQ to immediately terminate the Expert's account and seek damages. Off-platform engagements also result in the loss of all platform protections, including confidentiality safeguards and dispute resolution support.

To the fullest extent permitted by applicable law, neither TailoredIQ nor the Expert shall be liable to the other for any indirect, incidental, special, or consequential loss arising from the use of the Platform or any engagement facilitated through it. TailoredIQ shall not be responsible for the accuracy or outcome of an Expert's independent professional contributions, and Experts shall remain responsible for the quality, accuracy, and integrity of their contributions. TailoredIQ shall remain responsible for paying fees due to Experts for services satisfactorily rendered in accordance with the applicable engagement terms. Nothing in this clause shall exclude liability arising from fraud, wilful misconduct, negligence, breach of confidentiality, or any liability that cannot lawfully be excluded or limited.

These Terms are governed by the laws of the State of Delaware, United States of America, without regard to its conflict-of-laws principles. Nothing in this clause overrides mandatory data protection or consumer protection laws applicable to the Expert in their jurisdiction. If a dispute arises, the parties must first attempt to resolve it through mandatory good faith negotiation for thirty (30) days following written notice. If the dispute remains unresolved, it shall be referred to mediation. Where mediation fails, the dispute shall be finally settled by binding arbitration under the rules of the London Court of International Arbitration (LCIA), seated in Wilmington, Delaware, conducted in English before a sole arbitrator. Either party may waive arbitration by written agreement and refer the dispute to the courts of the State of Delaware. Either party may seek urgent injunctive or protective relief from a competent court at any time without waiving the right to arbitration.

TailoredIQ may suspend or terminate an Expert's account immediately and without notice where the Expert breaches these Terms, engages in conduct harmful to the Platform or its users, or where TailoredIQ ceases to offer the Platform. An Expert may close their account at any time by written notice to TailoredIQ. Upon termination, all ongoing engagements shall be wound down in an orderly manner, and any fees due for work satisfactorily completed prior to termination shall be paid. The confidentiality, intellectual property, conflicts of interest, and governing law provisions of these Terms shall survive termination.

TailoredIQ may amend these Terms from time to time and will notify you of any changes by posting the updated Terms on the TailoredIQ Platform or by sending notice to the email address associated with your account. The revised Terms shall take effect from the date specified in the notice, and your continued use of the TailoredIQ Platform constitutes your acceptance of the updated Terms.