Threadneedle Partners Expert Code of Conduct

As a member of the Threadneedle Partners network (hereinafter referred to as “Expert”), you agree to adhere to the following Code of Conduct. In addition to the guidelines outlined below, you commit to maintaining a high standard of professionalism in all interactions with Threadneedle Partners, its clients, and affiliates.

1. Compliance

As an Expert member, you must:

  • Adhere to all applicable laws, regulations, and industry standards, including but not limited to financial regulations, competition law, and data protection laws (e.g., GDPR, UK Data Protection Act 2018).

  • Not share Material Non-Public Information (MNPI).

  • Not disclose any information subject to a confidentiality agreement.

  • Refrain from sharing information protected by any other legal or contractual agreement.

  • Not accept or offer bribes, or engage in any activity that may constitute a bribe.

2. Confidentiality

As an Expert member, you must:

  • Treat all information, communications, and assignments related to Threadneedle Partners as strictly confidential.

  • Refrain from disclosing the nature of any requests or identifying information about Threadneedle Partners’ clients.

  • Avoid trading or benefiting from any information obtained in connection with your engagements with Threadneedle Partners or its clients.

  • Refrain from listing any engagement with Threadneedle Partners or its clients as part of your employment history on any platform, including but not limited to social media (e.g., LinkedIn).

3. Integrity and Accuracy

As an Expert member, you must:

  • Be honest and transparent in representing your experience, skills, and expertise to Threadneedle Partners and its clients.

  • Refrain from misrepresenting your qualifications, experience, or areas of expertise.

  • Ensure that all information you provide is accurate, reliable, and truthful.

4. Intellectual Property

As an Expert member, you must:

  • Share only proprietary insights, knowledge, and expertise that you rightfully possess.

  • Avoid plagiarism or using content, insights, or intellectual property that you do not have the appropriate license or permission to share.

5. Use of Artificial Intelligence (AI)

As an Expert member, you must:

  • Refrain from using artificial intelligence (AI) tools to fulfill any duties or responsibilities associated with your engagement with Threadneedle Partners or its clients.

6. Non-Solicitation & Client Protection

As an Expert member, you must:

  • Not directly solicit business from clients engaged through Threadneedle Partners.

  • Not attempt to circumvent Threadneedle Partners by engaging directly with clients introduced through the network. 

  • Not engage in business discussions with a Threadneedle Partners client outside the scope of the assigned engagement.

By participating in the Threadneedle Partners network, you acknowledge and agree to abide by this Code of Conduct. Failure to comply with any of the provisions in this Code of Conduct may result in suspension or termination of your membership and/or engagement, as well as possible legal consequences.