Code of Conduct

Introduction:

This Code of Conduct outlines the ethical and professional standards that employees of Crusare Advisory Private Limited are expected to uphold in their daily activities. Adherence to this code is crucial to maintaining the integrity, trust, and reputation of our institution. All employees are required to familiarize themselves with this code and to act in accordance with its principles.

1. Integrity and Honesty:

1.1 Employees shall conduct themselves with integrity, honesty, and transparency in all professional dealings.

1.2 All financial transactions, reports, and documentation must be accurate, complete, and truthful.

1.3 Employees shall avoid conflicts of interest and promptly disclose any potential conflicts to their supervisor or the designated compliance officer.

2. Confidentiality:

2.1 Employees shall maintain the confidentiality of customer information, trade secrets, and any other proprietary or sensitive information.

2.2 Unauthorized disclosure of confidential information is strictly prohibited.

2.3 Employees shall adhere to all applicable laws and regulations regarding the privacy and protection of customer data.

3. Compliance with Laws and Regulations:

3.1 Employees shall comply with all relevant laws, regulations, and industry standards.

3.2 Any employee who becomes aware of a violation of laws or regulations must promptly report it to the appropriate authorities or the compliance officer.

4. Professionalism:

4.1 Employees shall treat colleagues, customers, and all stakeholders with respect and professionalism.

4.2 Discrimination, harassment, or any form of unethical behavior is strictly prohibited.

4.3 Dress code and grooming standards shall be maintained to reflect a professional image of the institution.

5. Financial Responsibility:

5.1 Employees shall handle the financial resources of the institution with care and prudence.

5.2 Any financial transactions on behalf of the institution must be accurately recorded and reported in accordance with accounting principles and internal policies.

6. Conflict Resolution:

6.1 Disputes and conflicts should be resolved through open communication, adherence to policies, and collaboration.

6.2 Employees should report any concerns or conflicts to their supervisor, the human resources department, or the compliance officer.

7. Social Responsibility:

7.1 Employees are encouraged to contribute positively to the communities in which we operate.

7.2 Crusare Advisory Private Limited is committed to environmental sustainability, and employees are expected to support and participate in relevant initiatives.

8. Continuous Improvement:

8.1 Employees shall actively seek opportunities for professional development to enhance their skills and knowledge.

8.2 Feedback on the code of conduct and related policies is encouraged to promote continuous improvement.

9. Reporting Violations:

9.1 Employees must promptly report any suspected violations of this code to their supervisor, the compliance officer, or through the designated reporting channels.

9.2 Whistleblower protections are in place for employees reporting violations in good faith.

10. Consequences of Non-Compliance:

10.1 Violations of this code may result in disciplinary action, up to and including termination of employment.

10.2 Legal action may be taken in cases of serious breaches that involve criminal or unlawful activities.

Conclusion:

By adhering to this Code of Conduct, employees contribute to the success, reputation, and sustainability of Crusare Advisory Private Limited. It is the responsibility of each employee to uphold the highest standards of ethical behavior and to promote a culture of integrity within the organization.