Effective from / Last updated:  
October 1, 2024

Advisory Services Code of Conduct

Applies to: All advisory services provided by Jørgen Østrem Sevild.

The advisory services are rooted in trust, professionalism, and a commitment to delivering high-quality insights and guidance. This Advisory Services Code of Conduct outlines the expectations and responsibilities for both Jørgen Østrem Sevild and our clients to ensure a productive and respectful advisory relationship.

By engaging with Jørgen Østrem Sevild for advisory services, you agree to the following Code of Conduct.

1. Mutual Respect and Professionalism

We are committed to maintaining a professional, respectful, and collaborative working relationship with all clients. In return, we expect our clients to act with the same level of professionalism and respect.

  • Treat all discussions and interactions with mutual respect and professionalism, regardless of differing viewpoints.
  • Avoid disruptive behaviour that could interfere with the advisory process, including inappropriate or unprofessional conduct.
  • Maintain open communication to ensure that expectations are clear, and any concerns can be addressed promptly.

2. Confidentiality and Privacy

We are committed to protecting the confidentiality of our clients’ sensitive information, and we expect the same level of confidentiality regarding our proprietary methods and advice.

  • Client Information: All client data, strategies, financials, and proprietary information shared during the advisory engagement will be kept confidential and will not be disclosed to any third party without the client’s express written permission.
  • Advisory Insights: Any insights, methods, or frameworks provided by Jørgen Østrem Sevild are for the client’s use only and should not be shared externally or used for unauthorised purposes.
  • Both parties agree to comply with privacy laws and take reasonable precautions to protect sensitive information.

3. Integrity and Transparency

Both parties are expected to engage in an honest and transparent manner throughout the advisory process. We are committed to providing clear, unbiased advice based on accurate information, and we expect clients to share relevant and truthful information to the best of their knowledge.

  • Accuracy of Information: Clients are expected to provide accurate, complete, and timely information necessary for informed decision-making. Misrepresentation or withholding key details may result in an incomplete or ineffective advisory outcome.
  • Transparency in Intentions: Both parties should communicate openly about the goals, limitations, and intended outcomes of the advisory engagement.

4. Commitment to the Advisory Process

To maximise the value of advisory services, both Jørgen Østrem Sevild and the client must be fully committed to the process and actively engaged in achieving the desired outcomes.

  • Timely Response: Clients are expected to respond to communication, provide feedback, and supply any required information promptly to ensure the advisory process remains on schedule.
  • Actionable Insights: We commit to providing practical, actionable advice tailored to the client’s needs. In return, clients are encouraged to take the necessary steps to implement the advice provided.
  • Commitment to Agreed Outcomes: Both parties agree to work diligently toward the agreed-upon goals and outcomes. Modifications to the scope or timeline should be communicated and agreed upon in advance.

5. Ethical Practices

We are committed to conducting all advisory work with the highest ethical standards. We expect our clients to act with integrity and adhere to ethical business practices in all engagements.

  • Fair Business Practices: Clients are expected to conduct their business in compliance with legal regulations and ethical guidelines, including anti-corruption, anti-discrimination, and fair competition laws.
  • Conflicts of Interest: Any potential conflicts of interest that may affect the advisory process should be disclosed by both parties at the outset of the engagement.
  • Ethical Decision-Making: We encourage clients to adopt ethical decision-making frameworks in line with their business goals and industry best practices.

6. No Guarantee of Outcomes

While Jørgen Østrem Sevild is committed to providing high-quality advice and insights, we do not guarantee specific results. The success of any advisory engagement depends on the client’s execution and external factors beyond our control.

  • No Guarantee of Specific Results: The recommendations provided during the advisory engagement are based on current information and best practices; however, we cannot guarantee a specific outcome.
  • Client Responsibility: Clients are ultimately responsible for the execution of any strategies or recommendations provided and for making business decisions based on their own judgment.

7. Intellectual Property and Usage Rights

All materials, methods, frameworks, and advice provided during the advisory engagement are the intellectual property of Jørgen Østrem Sevild and are licensed to the client for the duration of the engagement.

  • Ownership: Jørgen Østrem Sevild retains ownership of all intellectual property developed or provided during the advisory engagement.
  • Usage Rights: Clients are granted a non-exclusive, limited license to use the materials and advice provided solely for internal business purposes. These materials cannot be reproduced, distributed, or shared with external parties without express permission.

8. Feedback and Continuous Improvement

We value open feedback from our clients and are committed to continuously improving our advisory services.

  • Constructive Feedback: Clients are encouraged to provide constructive feedback on the advisory process and the quality of services delivered.
  • Adjustments to the Process: Based on feedback, both parties may agree to make adjustments to the advisory process to better meet the client’s needs.

9. Termination of Advisory Engagement

Either party may terminate the advisory engagement if the terms of this Code of Conduct are violated or if the engagement is no longer aligned with the client’s objectives.

  • Termination Notice: A written notice shall be provided by either party if they intend to terminate the engagement.
  • Final Settlement: Any outstanding fees or deliverables should be settled upon termination of the engagement.

10. Dispute Resolution

In the event of a dispute arising from the advisory engagement, both parties agree to attempt to resolve the issue in a respectful and collaborative manner before pursuing legal action.

  • Mediation: In cases of unresolved disputes, both parties may agree to enter into mediation before escalating the matter.
  • Jurisdiction: Any legal disputes that cannot be resolved amicably will be subject to the jurisdiction of Denmark.

Contact Information

If you have any questions or concerns regarding this Code of Conduct, please contact Jørgen Østrem Sevild at legal@sevild.com

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