Excelsius Capital Group
Consultant Code of Conduct Policy
Policy brief & purpose
Our Consultant Code of Conduct policy outlines our expectations regarding Consultants’ behavior towards their colleagues, supervisors, clients, and overall organization.
We promote freedom of expression and open communication. But we expect all Consultants to follow our code of conduct. They should avoid offending, participating in serious disputes and disrupting our workplace. We also expect them to foster a well-organized, respectful, and collaborative environment.
This policy applies to all our Consultants regardless of agreement or rank.
What are the components of a Consultant Code of Conduct Policy?
Excelsius Capital Group Consultants are bound by this contract to follow our Consultant Code of Conduct while performing their duties. We outline the components of our Code of Conduct below:
Compliance with law
All Consultants must protect our company’s legality. They should comply with all environmental, safety and fair dealing laws. We expect Consultants to be ethical and responsible when dealing with our company’s finances, products, partnerships, clients, and public image. Furthermore, we expect all Consultants to treat our clients with the highest level of respect and to hold the protection of a clients assets as the paramount focus of any discussion, agreement, evaluation, or other service that might be provided.
Respect in the workplace
All Consultants should respect their colleagues. We won’t allow any kind of discriminatory behavior, harassment or victimization. Consultants should conform with our equal opportunity policy in all aspects of their work, from recruitment and performance evaluation to interpersonal relations.
Protection of Company Property
All Consultants should treat our company’s property, whether material or intangible, with respect and care.
- Shouldn’t misuse company equipment or use it frivolously.
- Should respect all kinds of incorporeal property. This includes trademarks, copyright, and other property (information, reports etc.) Consultants should use them only to complete their job duties.
- Personal appearance
All Consultants must represent themselves in a professional manner with proper dress and personal appearance when dealing with clients, colleagues, and/or executing video calls.
We discourage Consultants from accepting gifts from clients or partners. We prohibit briberies for the benefit of any external or internal party.
- Duties and authority
All Consultants should fulfill their duties with integrity and respect toward clients, stakeholders, and the community. Team leaders and managers mustn’t abuse their authority. We expect them to delegate duties to their team members taking into account their competences and workload. Likewise, we expect team members to follow team leaders’ instructions and complete their duties with skill and in a timely manner.
We encourage mentoring throughout our company.
- Conflict of interest
We expect Consultants to avoid any personal, financial, or other interests that might hinder their capability or willingness to perform their duties. This includes, but is not limited to, utilizing resources, contacts, associations, etc. gained or nurtured through Excelsius Capital Group for private again unless expressly authorized by Excelsius Capital Group leadership.
Consultants should be friendly and collaborative. They should try not to disrupt the workplace or present obstacles to their colleagues’ work.
We expect Consultants to not abuse their association benefits. This can refer to name recognition, insurance, facilities, subscriptions, or other benefits our company offers. To be explicit, Consultants are expected to only utilize their connection with Excelsius Capital Group to work with clients desirous of working with Excelsius Capital Group, and should not recommend other companies/programs that are outside of Excelsius Capital Group’s offerings unless expressly authorized by the leadership of Excelsius Capital Group.
Our company may have to take disciplinary action against Consultants who repeatedly or intentionally fail to follow our code of conduct. Disciplinary actions will vary depending on the violation.
Possible consequences include:
- Suspension or termination for more serious offenses.
- Detraction of benefits for a definite or indefinite time.
We may take legal action in cases of corruption, theft, embezzlement, or other unlawful behavior.
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Existing clients may speak to their representative at any time, or contact us directly with the above form.
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Where to find us
Offices in Los Angeles, Charlotte, London, Cyprus, Zürich