Scope and confidentiality
Define the work, the information needed, the permitted purpose, and the confidentiality terms before sensitive material is shared.
Confidentiality and working terms
Agree the rules before confidential work begins.
Public website information is not a substitute for an agreement. When a Wysdome service or product involves confidential information or paid work, the applicable terms are agreed for that relationship.Written terms
Make the important boundaries clear before starting.
The exact terms depend on the work. These are the core topics to settle when they apply.Access and transfer
Agree who may access the information and the method used to transfer it. Any necessary service-provider access should be addressed in the written terms.
Data and AI use
State any restrictions on data use and whether an AI-assisted workflow is permitted for the agreed work. Human review remains part of any delivered analysis.
Outputs and ownership
Set the expected outputs, review responsibilities, permitted sharing, and ownership of deliverables and pre-existing materials in the applicable agreement.
Responsibility
Analysis supports human decisions.
Evidence and analysis should be understandable and challengeable. Responsibility remains with the people making and advising on the decision.Review before reliance
Wysdome work can support a decision, but the client and its advisers remain responsible for reviewing the evidence, assumptions, and conclusions.
Professional advice
Wysdome does not provide legal, tax, accounting, investment, credit, valuation, or securities advice. Clients should involve the appropriate advisers.
Changes to the work
New data, new users, or a material change in the requested work may require updated scope and written terms before proceeding.