Standard
Discretion is not a courtesy extended to clients of AIFEG Private Office. It is a condition of the practice, and it applies from first contact and without expiry.
Every enquiry, discussion, and engagement is confidential from the outset, whether or not a formal agreement is in place.
You are not required to identify the asset, the counterparty, or the transaction in order to make an initial approach. Detail is exchanged only once you are satisfied with the confidentiality terms in place.
AIFEG does not publish client names, case studies, testimonials, transaction values, or identifiable engagement detail.
We do not reference clients in marketing, credentials documents, or private conversation. Where illustrative material is used, it is generalised beyond the point of identification.
Client references are provided only where an existing client has volunteered, in writing, to give one.
Access to engagement material is restricted within AIFEG to those whose role requires it.
Documents are exchanged through secure channels. Where a client specifies particular handling requirements, those requirements govern.
Counterparties are given only the information necessary to progress the mandate, and no more.
AIFEG accepts no commissions, referral fees, rebates, or supplier incentives. Compensation is received exclusively from the client we represent.
Before accepting an engagement we assess whether any existing relationship could compromise independence. Where a conflict exists and cannot be managed, the engagement is declined.
Where two prospective clients have opposing interests in the same matter, AIFEG will act for neither without the informed written consent of both.
Confidentiality obligations survive the conclusion of an engagement indefinitely, and apply equally where no engagement follows an enquiry.
Confidentiality yields only where disclosure is required by law, court order, or overriding professional obligation. In such circumstances we will notify the client wherever we are permitted to do so.
Confidential correspondence may be directed to confidential@aifeg.com. General enquiries are received at office@aifeg.com.