Confidentiality

Conflict check before document access

An initial discussion identifies the parties and permits a conflict check before transaction documents are requested or reviewed.

Scope confirmation before documents

Documents are requested only after the proposed scope, intended use and handling arrangements are confirmed.

No confidential documents through the public form

The public form is for concise background information only. Do not submit confidential, privileged or sensitive documents, passwords, access credentials or original records through it.

Limited access

Access to review materials is limited to the people involved in the agreed review. Specialist access is limited to the relevant agreed workstream and information reasonably necessary for that work.

AI-assisted processing

Any AI-assisted processing used in a commissioned review is subject to the applicable data controls, agreed scope and handling restrictions. The use of AI does not remove the need for professional judgment, source verification or specialist confirmation.

Retention and deletion

Retention and deletion of review materials are governed by the written engagement terms, applicable legal obligations and any agreed recordkeeping requirements.

No relationship from contact alone

Contacting the site, submitting the public form or joining an initial discussion does not by itself create a professional engagement or formal advisory relationship.