Skip to main content

CONXTN

EXPERT COMPLIANCE POLICY

CONXTN VERSE PRIVATE LIMITED
Effective Date: 03 September 2026

This Expert Compliance Policy (“Policy”) sets out the principles and requirements applicable to professionals (“Experts”) who are contacted, screened, engaged or paid by CONXTN VERSE PRIVATE LIMITED (“CONXTN”) in connection with expert consultations, interviews, surveys, research projects and related engagements.

By participating in an engagement with CONXTN, an Expert is expected to comply with this Policy and all applicable laws, regulations, contractual obligations and professional responsibilities.

This Policy supplements CONXTN’s Privacy Policy and does not replace any engagement-specific terms, agreements or legal obligations.

1. VOLUNTARY PARTICIPATION

Participation in any CONXTN expert engagement is voluntary.

An Expert may decline an invitation, decline a particular research topic, or discontinue participation where permitted by the applicable engagement terms.

Experts should participate only where they are comfortable that their participation is consistent with their legal, contractual and professional obligations.

2. PROFESSIONAL ELIGIBILITY

Experts are expected to provide accurate information regarding their professional background, experience, qualifications, current and former employers, areas of expertise and other information relevant to an engagement.

Experts should not knowingly provide materially false or misleading information regarding their professional experience or qualifications.

CONXTN may verify professional information using reasonable sources where appropriate.

3. CONFIDENTIAL INFORMATION

Experts must not disclose confidential, proprietary, privileged or otherwise restricted information during a CONXTN engagement.

This includes, without limitation:

  • Trade secrets;
  • Confidential business information;
  • Confidential customer or supplier information;
  • Non-public financial information;
  • Confidential strategic plans;
  • Confidential product or technical information;
  • Confidential employee information;
  • Information protected by an NDA or other confidentiality obligation; and
  • Other information the Expert is legally or contractually prohibited from disclosing.

Experts are responsible for determining whether they are permitted to disclose information.

When in doubt, Experts should refrain from disclosing the information.

4. MATERIAL NON-PUBLIC INFORMATION

Experts must not disclose material non-public information or other information that could create securities-law, market-abuse or similar regulatory concerns.

This applies regardless of whether the Expert receives a direct or indirect benefit from the disclosure.

If an Expert believes a discussion could involve restricted or material non-public information, the Expert should immediately notify CONXTN and discontinue the relevant discussion.

5. EMPLOYMENT AND CONTRACTUAL OBLIGATIONS

Experts are responsible for complying with their:

  • Employment agreements;
  • Non-disclosure agreements;
  • Confidentiality obligations;
  • Consulting agreements;
  • Fiduciary obligations;
  • Professional obligations;
  • Non-compete or similar contractual restrictions, where legally applicable; and
  • Other contractual or legal obligations.

CONXTN does not require an Expert to breach any such obligation.

Experts should not participate in an engagement if doing so would violate an applicable restriction.

6. CURRENT EMPLOYMENT

Experts should consider whether their current employment creates restrictions on:

  • Participating in paid expert consultations;
  • Discussing their industry or employer;
  • Receiving compensation for professional insights;
  • Speaking with research organizations; or
  • Participating in consultations concerning competitors, customers, suppliers or other restricted topics.

Where appropriate, CONXTN may ask screening questions concerning these restrictions.

7. FORMER EMPLOYMENT

Information obtained during previous employment may remain subject to confidentiality or other continuing obligations.

Leaving an employer does not necessarily eliminate confidentiality obligations.

Experts must not disclose information that remains confidential or restricted after termination of employment.

8. CLIENT IDENTITY

Depending on the engagement, CONXTN may disclose the identity or relevant details of the client to an Expert during the consultation or as otherwise necessary to facilitate the engagement.

Experts should consider whether they have any actual or potential conflict of interest before participating.

Experts should notify CONXTN if they believe participation could create a conflict.

9. EXPERT PROFILE SHARING

Once an Expert is considered or confirmed for an engagement, CONXTN may provide relevant professional information to the client for purposes including evaluating suitability and facilitating the consultation.

Information may include:

  • Name;
  • Professional position;
  • Current or previous employers;
  • Professional experience;
  • Areas of expertise;
  • Geographic or functional experience; and
  • Relevant screening information.

CONXTN seeks to limit disclosure to information reasonably necessary for the relevant engagement.

Experts may contact CONXTN regarding information held about them or applicable privacy rights.

10. CALL RECORDING

Certain consultations may be recorded.

Where recording is planned, CONXTN will provide the applicable notice and/or obtain the consent or establish another lawful basis required by applicable law.

Recording may be used for purposes including:

  • Research administration;
  • Quality assurance;
  • Compliance;
  • Documentation;
  • Client deliverables;
  • Dispute resolution; and
  • Other permitted business purposes.

Experts should not disclose confidential or restricted information during recorded consultations.

11. COMMUNICATION PLATFORMS

Consultations may be conducted through third-party platforms such as Zoom, Microsoft Teams, Google Meet or similar services.

Experts should understand that these platforms may independently process technical and personal information in accordance with their own terms and privacy policies.

12. FUTURE TRANSCRIPTION AND AI TECHNOLOGIES

CONXTN may introduce automated transcription, summarization, artificial intelligence or other technology-assisted tools in the future.

Where such tools are used, CONXTN will assess applicable privacy, security, contractual and legal requirements and provide any notice or obtain any consent required by applicable law.

Experts must not assume that technology-assisted processing permits disclosure of confidential or restricted information.

13. PERSONAL DATA AND THIRD-PARTY INFORMATION

Experts should avoid providing unnecessary personal information relating to other individuals.

Where information concerning another person is relevant to an engagement, Experts should disclose only information they are legally and contractually permitted to disclose and only to the extent reasonably necessary.

14. PAYMENTS

Experts may receive compensation for eligible engagements.

Payments may be made by:

  • Bank transfer;
  • PayPal;
  • Vouchers;
  • CONXTN directly; or
  • Authorized payment partners.

Experts are responsible for providing accurate payment and tax information where required.

Payment information will be processed in accordance with applicable law and CONXTN’s Privacy Policy.

15. CONFLICTS OF INTEREST

Experts should disclose any actual or potential conflict of interest that could reasonably affect their ability to participate in an engagement appropriately.

Examples may include:

  • Current employment restrictions;
  • Significant financial interests;
  • Board or advisory positions;
  • Material relationships with the client;
  • Ongoing litigation involving the subject matter;
  • Regulatory restrictions; or
  • Other circumstances that could compromise the integrity of the consultation.

CONXTN may determine that an Expert is not eligible for a particular engagement where a conflict cannot reasonably be managed.

16. ACCURACY AND INTEGRITY

Experts are expected to provide information and opinions honestly and based on their genuine professional experience and knowledge.

Experts should distinguish, where relevant, between:

  • Personal professional experience;
  • Publicly available information;
  • Industry knowledge;
  • Estimates or opinions; and
  • Information that may be confidential or restricted.

CONXTN does not require Experts to disclose information they are not permitted to disclose.

17. CLIENT AND ENGAGEMENT CONFIDENTIALITY

Information concerning CONXTN clients, research projects, project objectives, questions, materials or engagement details may itself be confidential.

Experts should not disclose such information to third parties unless expressly authorized or legally required.

18. PROHIBITED CONDUCT

Experts must not:

  • Provide confidential or proprietary information;
  • Provide material non-public information;
  • Misrepresent their professional background;
  • Circumvent applicable confidentiality obligations;
  • Participate where prohibited by their employer or contract;
  • Use a CONXTN engagement to improperly obtain confidential information from another party;
  • Disclose another person’s personal information unnecessarily;
  • Record or distribute a consultation without appropriate authorization;
  • Use an engagement for unlawful purposes; or
  • Engage in conduct that could materially compromise the integrity of the research engagement.

19. CONXTN’S RESPONSIBILITIES

CONXTN seeks to:

  • Clearly communicate the general nature of an engagement;
  • Avoid requesting confidential or restricted information;
  • Provide appropriate compliance instructions;
  • Provide applicable privacy notices;
  • Implement appropriate safeguards for personal information;
  • Process expert payments in accordance with applicable arrangements;
  • Maintain appropriate records; and
  • Address reported compliance concerns appropriately.

20. REPORTING A CONCERN

Experts should promptly notify CONXTN if they:

  • Believe they have been asked to disclose restricted information;
  • Believe an engagement may conflict with their obligations;
  • Become aware of a potential compliance issue;
  • Believe personal information has been improperly handled; or
  • Have another concern relating to an engagement.

Concerns may be submitted to:

connect@conxtn.com

21. DO-NOT-CONTACT REQUESTS

An Expert may request that CONXTN stop contacting them regarding future expert opportunities.

Requests may be made by replying to an outreach email or contacting:

connect@conxtn.com

CONXTN will maintain appropriate records of such requests and respect applicable requests in accordance with applicable law.

22. PRIVACY

Personal information relating to Experts is processed in accordance with CONXTN’s Privacy Policy.

The Privacy Policy explains:

  • Information collected;
  • Sources of information;
  • Purposes of processing;
  • Legal bases;
  • Client and third-party disclosures;
  • International transfers;
  • Recording;
  • Retention;
  • Privacy rights; and
  • Contact procedures.

Privacy Policy: Click Here

23. POLICY UPDATES

CONXTN may update this Policy from time to time to reflect changes in applicable law, business practices, research processes or compliance requirements.

The latest version will be made available through the CONXTN website.

24. CONTACT

CONXTN VERSE PRIVATE LIMITED
Email: connect@conxtn.com
Website: www.conxtn.com

For questions concerning expert compliance, privacy, confidentiality or an engagement, please contact us using the details above.