Policies and Procedures

Code of Conduct

The Solutionist Group, and all of its people, will always:

  • Approach engagements with an open mind and an unswerving commitment to produce the best possible outcomes for all stakeholders, under all the circumstances.
  • Provide clients with the best and most appropriate advice we can conceive, under all the circumstances, regardless of our own interests.
  • Work collaboratively and constructively with other professional advisers, to the maximum extent possible.
  • Maintain client confidentiality.
  • Disclose any conflicts of interest as soon as they become apparent.
  • Behave with honesty, integrity, trustworthiness and reliability in all of our professional and business dealings.
  • Provide maximum transparency throughout every engagement.
  • Accept responsibility for our performance and accountability for our results.
  • Work to increase our professional competencies through reflective and continuous learning and through the generous sharing of ideas, knowledge and experience with other advisers.
  • Increase awareness and contribute to the success of the family business sector by sharing relevant ideas, knowledge and experience.
  • Comply with and generally exceed the requirements and spirit of FBI’s Codes of Ethics and Professional Conduct.

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Privacy Policy

We respect and protect the privacy of our visitors, subscribers and users and will not disclose any information that identifies you individually to any third party, unless we have your written permission to do so.

We may ask you for personal information, including your name and email address, when you request services from us (eg: participation in surveys, downloads of materials, newsletter etc).  We use this information to help ensure that the right things go to the right people, and to help us work out what you want, so we can continuously improve the quality of our services.

If we intend to use your personal information to contact you for any purpose (eg: for future information and/or marketing purposes), we’ll tell you up front so you can decide whether or not you’re happy to provide us with that information.   If you change your mind or details at some future stage we’ll correct, update or remove your personal data from our system, on your request.

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Policies Regarding Children

We encourage parents and guardians to spend time online with their children and to share relevant information and activities offered on our site.  No information should be submitted to us, or posted by visitors under 18 years of age, without the consent of their parent or legal guardian.

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Links to Other Sites

Please be aware that when you are on our site, or any other, you could be directed to sites that are beyond our control, through devious internet processes that are similarly beyond our control (and understanding!).  We ask you to be vigilant at all times.

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