Compliance

COLIFT is committed to meeting the highest compliance standards. We work closely with our experts and clients to avoid any and all conflicts of interest.

We can provide full transparency for your compliance team and facilitate individual solutions via our client and compliance portal.

Compliance

COLIFT is committed to meeting the highest compliance standards. We work closely with our experts and clients to avoid any and all conflicts of interest.

We can provide full transparency for your compliance team and facilitate individual solutions via our client and compliance portal.

Our compliance process covers every interaction facilitated by us

We are committed to ensuring that for every consultation facilitated by us strictest compliance standards are met. We work closely with our clients and experts to assure that no conflicts of interest arise.

Potential experts are personally instructed on compliance matters and must agree to our terms and conditions (including a non-disclosure agreement) prior to a consultation.

We provide full transparency for your compliance team

We are committed to ensuring that for every consultation facilitated by us strictest compliance standards are met. We work closely with our clients and experts to assure that no conflicts of interest arise.

Potential experts are personally instructed on compliance matters and must agree to our terms and conditions (including a non-disclosure agreement) prior to a consultation.

COLIFT can provide an individual and fully transparent compliance workflow for your compliance team via our compliance portal.
We can include additional documentation, sign-off processes and provide transparency on request activity as needed by your organisation.

Our compliance framework for experts includes inter alia:

Experts agree to our terms and conditions prior to a consultation

Experts must acknowledge our compliance guidelines
Experts agree not to disclose confidential information
Experts agree to observe any existing obligation with their current and former employers
Experts agree not to provide investment advice
Employees of publicly listed companies are not allowed to provide information about their employer
Experts are screened by our analysts before every consultation to ensure eligibility for the consultation