Global Reach. Personal Expertise.

Dear Consultant,

We are delighted to have you join the Primary Insight expert network! As an expert-network firm, compliance with legal and ethical standards is an integral part of our company. It helps us protect our clients as well as you, our consultants. With that in mind, we want to make sure you understand your role in the process and your rights as a consultant. It is extremely important that you read and agree to our Terms & Conditions as well as complete the following tutorial. The compliance tutorial is designed to give you a better understanding of Primary Insight's compliance procedures and should not be treated as a substitute for a clear understanding of our Terms & Conditions.

Basics

Before you agree to a consultation, take care to ensure that your participation in the project is not in violation of any agreements you may have with a current or former employer, other person or entity.

It is your general understanding of trends in your industry that our clients are interested in, so be careful that you do not disclose any trade secrets, proprietary or confidential information as well as any material, nonpublic information.

While you are a valuable expert in your field, you are not being hired as a financial or investment advisor or lawyer, so remember that you cannot offer financial, investment, or legal advice. It is crucial that we do not match you up with a client whom it would be inappropriate for you to speak with, so please be as accurate and complete as possible in the biographical information you provide us. Please also let us know if your situation changes at any time.

Finally, you have a right to decline any project that you feel may put you in danger of violating the above.

Conflict of Interest

You cannot speak about anything that you have previously made agreements not to divulge information about (i.e. confidentiality agreements). If you have been a part of any medical or legal trials, you may be under obligations not to share information regarding the trial. Those obligations also represent a conflict of interest. Finally, if you are a government employee, please adhere to any rules and policies applicable to your position.

You cannot currently be employed by the client’s target company. Additionally, you cannot consult with a client who is a direct competitor to your company.

While we do our best to mitigate conflict of interest problems, please note that when you agree to a consultation, you are responsible for ensuring that the project does not conflict with any agreements or duties you may have. Also, Primary Insight is not present at your consultation, so if a conflict arises, you are responsible for noting to the client that the question represents a conflict, terminating the consultation, and notifying us immediately. 

Material nonpublic information

Within the meaning of the US federal securities laws, material nonpublic information includes information that is not publicly available and that contains economic value in the sense that it could affect the stock price of a publicly traded company. Please take caution to not divulge any material nonpublic information during the consultation and not share any nonpublic information that you may attain in the course of a consultation. If you find yourself in a situation where you unknowingly or inadvertently divulge such information, please contact Primary Insight immediately by contacting us via email at compliance@primaryinsight.com.

Confidentiality

All consultations are confidential. By agreeing to Primary Insight’s Terms and Conditions, you agree not to disclose or to attempt to use or personally benefit from any confidential information disclosed to or known by you because of your participating in a Primary Insight consult. Any information you attain from a client or Primary Insight during the course of a consultation is considered confidential. Equally, anything you tell the client in a phone call is confidential as well.

Practice Questions

With compliance at the forefront of our research and delivery processes, we make every effort to prevent the exchange of material non-public information (MNPI). In order to ensure that all of our expert consultants are aware of what constitutes MNPI, we have compiled a list of practice questions to serve as examples. Please download the practice questions for review.

Download our practice questions document. Download Questions (131KB)

Interested in learning more? Contact a sales agent