Confidentiality & Conflict of Interest
1. Purpose
This page sets out how Renas Partners handles client information, and how it identifies and manages conflicts of interest. It applies to every advisory engagement, and to the initial conversation that precedes one.
2. Confidentiality
Information shared with Renas Partners — in an initial conversation, during scoping, or over the course of an engagement — is treated as confidential. This includes the fact that a conversation or engagement is taking place, not only its content.
Confidential information is not shared with third parties, is not used outside the purpose for which it was provided, and is not retained beyond what is needed to deliver the engagement and meet ordinary professional and legal obligations.
Correspondence and documents are handled through ordinary email and hosting services. Where a client's own process requires a formal non-disclosure agreement before substantive discussion, that can be put in place before the first conversation.
3. Independence and conflicts of interest
Renas Partners does not represent opposing parties in the same project, transaction or decision at the same time. Where a possible conflict exists — including one that would only reasonably appear to compromise independence, not just one that clearly does — it is identified and raised before work begins, not managed after the fact. Some engagements are declined for this reason.
The same check applies before any later, separate engagement is accepted — implementation, representation, coordination or otherwise. A later engagement will not be undertaken where it would compromise, or reasonably appear to compromise, the independence of an advisory judgment already provided to that client or on that matter.
Advisory compensation is fixed and agreed before work begins. It is never linked to the recommendation reached, the supplier or partner selected, a transaction outcome, or whether the client proceeds. No commission, referral payment or supplier-funded compensation forms part of an advisory engagement, and no manufacturer, supplier or distributor pays for a position in an assessment.
4. Raising a concern
A client who believes a conflict exists, or has a concern about how their information has been handled, can raise it directly with the Principal Advisor at any point — before, during or after an engagement.