Code of Ethics
ProVisors® (founded as Professionals Network Group, Inc.) is a community of professionals who serve their clients as trusted advisors and share the highest standards of integrity, performance and accountability. ProVisors promotes and enables relationship building, information sharing and collaboration among its members for the benefit of their clients and one another.
ProVisors members agree to abide by the following guiding principles:
1. Integrity: Behave in a legal and ethical manner based on honesty, truthfulness and fairness.
2. Performance: Possess the appropriate licenses, technical skills and proven professional ability to deliver exceptional levels of service to the business community.
3. Accountability: Accept responsibility for their behavior, including responding promptly to co-members and their referred clients.
4. Confidentiality: Respect the confidentiality of co-members and their referred clients.
5. Respect: Treat one another and the ProVisors staff respectfully, avoiding any action that may discredit ProVisors, co-members or their clients. ProVisors members must refrain from any act of harassment which creates an intimidating, hostile or offensive environment for other members. ProVisors members agree to work together to provide a membership experience that is free from all forms of intimidation, retaliation or harassment, including but not limited to harassment based on gender, sex, race, religion, sexual orientation, or disability.
6. ProVisors Intellectual Property: You will gain access to information of a confidential, proprietary or trade secret nature (“Confidential Information”) relating to the business of ProVisors and the contact information and business of ProVisors’ members.
(a) ProVisors encourages you to introduce members to non-members for prospective business opportunities, and to identify potential new members who may be interested in joining ProVisors (“Permitted Uses of Confidential Information”). In complying with the Permitted Uses of Confidential Information, you may provide to a non-member the names of ProVisors’ members, their contact information and their occupations only on a need to know basis for the purpose of developing a prospective business opportunity for such member or for encouraging a non-member to guest at a ProVisors’ meeting or join ProVisors. ProVisors encourages you to use our “Refer A Member” online service to accomplish the Permitted Uses of Confidential Information.
(b) Subject to the limited Permitted Uses of Confidential Information described above, you agree that you will keep strictly confidential all ProVisors’ Confidential Information and that you will not, directly or indirectly, either during your business relationship with ProVisors or at any time after it: (i) use, publish or otherwise disclose to any third party any ProVisors’ Confidential Information in any format or medium, except with the express written consent of an Officer of ProVisors, or as otherwise required by law, or (ii) use, publish or otherwise disclose ProVisors’ Confidential Information in any format or medium for your benefit to compete with ProVisors or to use for spamming or other unauthorized contact with members, or for the benefit of any other person or entity to compete with ProVisors or to use for spamming or other unauthorized contact with members, or (iii) publish or allow to be published or disclosed, any ProVisors’ Confidential Information to any person who is not affiliated with ProVisors, except with the express written consent of an Officer of ProVisors.
“Confidential Information” means information, whether or not marked as “confidential” or “proprietary” and whether or not in electronic or documentary form, relating to, without limitation, past, present or future research, development, financial, technological or business activities of ProVisors, including, but not limited to, ProVisors’ member handbook, member lists, strategic partner lists, data about members and their business, marketing information, ProVisors’ website content and design, computer software, research, designs, know-how, inventions, methods of operation, copyrightable material, patentable material, trademarkable material and other intellectual property and trade secrets (as defined in Section 3426 of the California Civil Code).
ProVisors members should report violations of this Code of Ethics to their Group Leaders and/or to the ProVisors office. Violations of ProVisors’ Code of Ethics or other rules may be grounds for expulsion.
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