Define exclusions
Current employer, related entities and any additional people or organisations you identify.
Confidential search
Discretion needs
specific decisions.
Agree how your identity, documents and search intentions may be shared, and which organisations must be excluded.
In practice
What we would agree together.
Review materials
Agree what can be shared, whether an initial summary should be redacted and when identity may be disclosed.
Keep an approval record
Clarify the recipient and purpose. Reconfirm permission when the scope changes.
Engagement boundaries
Scope before commitment.
No adviser can guarantee that third parties will never infer a search. Discuss the limits and controls before outreach.
Your next step
Let’s start with your next decision.
Compare the profile assessments, or tell us about the search you have in mind.