Built so your compliance team says yes
Our framework is designed around the controls investment firms, consultancies and their counsel expect to see.
Aligned with the ESOMAR/ICC International Code
Six controls on every engagement
Verified identity & history
Identity, employer and prior roles checked against public records.
Conflict screening
Every engagement checked against the project and your restrictions.
Binding confidentiality
Terms of engagement, including MNPI obligations, reconfirmed per project.
MNPI prohibited
No material non-public or confidential information from any employer.
Client anonymity
Your identity stays private unless you choose to share it.
Data protection
Collected for a defined purpose, in line with GDPR and CCPA principles.
Lifecycle
Compliance at every stage of an engagement
- 1
Onboarding
Identity, employment and terms of engagement
- 2
Project screening
Conflict questions and client restrictions applied
- 3
Pre-call reminder
Confidentiality and MNPI obligations restated
- 4
Engagement
Expert may decline any question, client may end any call
- 5
Record keeping
Engagement records kept for audit and review
Client controls
Your policy, applied to every project
Share your policy once. We apply it to every project.
Restricted lists
Exclude companies, current employees or named individuals.
Cool-off periods
Set a minimum time since an expert left a company.
Custom attestations
Add your own compliance questions to every screener.
Chaperoned calls
A Savnec team member attends sensitive calls.
Recording on consent
Recorded or transcribed only with consent from both sides.
Standards
Our research practices are aligned with the ESOMAR/ICC International Code on market, opinion and social research, and our data handling is designed around GDPR and CCPA principles.
Send us your vendor questionnaire.
We are happy to complete your onboarding documentation and walk your compliance team through our process.
A person replies within one business day:hello@savnec.com