We will always represent our skills and abilities accurately.
We will maintain our capacity to provide wise counsel for those areas we represent
having expertise through education, and experience.
We advise our clients of conflicts of interest that exist and will always present the
options we genuinely believe are in the best interest of the client.
We shall not knowingly make recommendations or provide advice that serves the
member and not the recipient.
We treat all client information as confidential unless we know it’s not.
We have documented measures for maintaining the confidentiality of our clients’ data
as well as our own.
We will not take advantage of proprietary or privileged information, either for use by
ourselves, our client’s firm, or another client, without the client’s permission.
We compete by consistently acting in our client’s best interest and employing the
highest levels of honesty, competence, transparency, and professionalism.
We expect our vendors and other IT Service Providers to operate within the same
Code of Ethics we hold ourselves to, and will not tolerate unethical behavior.