Our Code of Conduct

At Expertise, we are committed to upholding the highest standards of ethical conduct, professionalism, and integrity in all aspects of our business. Our Code of Conduct serves as the foundation for how we interact with clients, colleagues,
and the broader community. Every employee, contractor, and partner at Expertise is expected to adhere to these principles and the company maintains a range of policies, internal controls and practices to ensure accountability.

We act with honesty and integrity in every decision, ensuring that our actions reflect the best interests of our clients, colleagues, and the public. We are committed to transparent, fair, and truthful communication, avoiding any form of deception or misrepresentation. Our reputation is built on the trust that clients place in us, and we work diligently to maintain that trust by always doing what is right, even when it is difficult.

Expertise places a high value on the protection of client information and personal data. All employees must safeguard confidential information, ensuring it is only accessed and used by authorized individuals for legitimate business purposes. We comply with all relevant data protection laws and take steps to prevent unauthorized access, disclosure, or loss of sensitive information. Sharing or misusing confidential data will not be tolerated and can result in serious consequences.

As the name of our company suggests, we are committed to maintaining the highest standards of professional competence. This means consistently delivering quality service, staying informed about industry trends, and developing our skills to meet evolving client needs. Expertise encourages continuous learning and innovation, fostering a culture where employees are supported in pursuing certifications, professional development opportunities, and creative approaches to problem-solving. Our collective expertise helps the people we serve achieve greater success.

At Expertise, we are dedicated to creating a workplace that is inclusive, respectful, and free from harassment or discrimination. We value diversity in all its forms and strive to ensure that every team member, regardless of background, feels valued and supported. Discrimination is strictly prohibited. We are committed to fostering a culture of mutual respect, where all similarities and differences are honoured, and everyone has the potential to contribute to their full potential.

To maintain the trust of our clients and the public, Expertise places a strong emphasis on objectivity and independence. We are highly conscious to avoid situations that could create a conflict of interest, whether real or perceived, and ensure that our professional judgment is not influenced by external pressures. We avoid relationships or financial interests that could compromise our impartiality.

Each individual at Expertise is accountable for their actions, decisions, and the risks they manage. We take responsibility for identifying and mitigating risks that could affect our clients or the company’s reputation. When issues arise, we are committed to resolving them promptly and transparently, escalating risks when necessary. We maintain high ethical and legal standards, and expect all employees to comply with applicable laws, regulations, and company policies. Violations result in disciplinary action, up to and including termination of employment.

By adhering to this Code of Conduct, Expertise seeks to build a workplace of the highest standard where trust and integrity are a hallmark. We consider this an enabler of delivering exceptional value to our clients and maintain the highest level of professionalism.

If you have any questions or concerns in respect of our conduct, we urge you to contact us.

Email: Group Head of Compliance, Malika Taylor

This statement was last updated in June 2021.