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Program Code of Conduct

Greetings, Program Participants!

Welcome to the Janus Advisory Services Solutions Partner Program. We are thrilled that you have chosen to partner with us! At Janus Advisory Services, our mission is to help millions of businesses grow better. With your help, we know we can make that happen. Janus Advisory Services partners play an integral role in the success of our program and customers. 

 

The Janus Advisory Services culture is driven by a shared passion for our mission and an emphasis on HEART — that is, being Humble, Empathetic, Adaptable, Remarkable, and Transparent. When you partner with Janus Advisory Services, you agree to uphold our highest standards and provide the best possible experience for our mutual customers. We expect everyone who partners with us to consistently use good judgment to ensure you are representing both Janus Advisory Services and your company in a positive light. 

 

In this Program Code of Conduct, we spell out partner program expectations and how different violations are handled by Janus Advisory Services. Should you have any questions, your Janus Advisory Services sales and success team is here to provide guidance to you. 

 

We look forward to working with you to provide an outstanding experience to our customers.  


 

Sincerely, 

 

Oliver Leighton Barrett

 

Managing Director


 

Program Expectations/Policies
 

Participants in the Solutions Partner Program are governed by the legal terms and conditions that are outlined in the Janus Advisory Services Solutions Partner Program Agreement, which partners sign upon joining the program. This document is extensive and can sometimes be difficult to navigate, so we want to highlight some of the most important pieces of information for you below. 

 

If at any time you need to review the Janus Advisory Services Solutions Partner Program Agreement (JASPPA), it is publicly available online here. 

 

Overall, we expect partners to use good judgment in all decisions and interactions with customers, Janus Advisory Servicesters, and other partners. 

 

Promote a Positive Janus Advisory Services Ecosystem

 

Solutions partners are seen as an extension of the Janus Advisory Services brand, and Janus Advisory Services strives to create an environment of cooperation and collaboration. Our partners should: 

 

  • Follow through on contractual agreements entered into with our mutual customers

  • Communicate with respect and kindness, whether in person or online, when representing yourself as a Janus Advisory Services partner and conducting business in a partner capacity  

  • Use appropriate language and uphold Janus Advisory Services’s Diversity, Inclusion and Belonging values and priorities.

 

Security Requirements

 

As a Janus Advisory Services Solutions Partner, you have a responsibility to effectively secure access to your Janus Advisory Services accounts and protect your clients’ portals from unauthorized access. Your customers trust that you will act with care to protect their data and their customers’ data. It is critical that as a partner, effective security measures are top of mind and adequately enforced in order to build and maintain customer trust, and also, your reputation as a partner. 

 

Janus Advisory Services has and will continue to add enforcement measures on security features so that all partners are required to adhere to and prioritize the security of their customers. By keeping security top of mind and leaning into enforcement, we can all do our part in protecting customers' data from potential security risks, such as account takeovers, fraud, and others. Below we’ve outlined some core tenets for partners to aid in securing your work in both your partner portal and clients’ portals.

 

Core Tenets

 

  • In partner and client portals, create and maintain unique accounts for each user within your organization (no account sharing, please!)

  • Enable Two Factor Authentication (2FA) for all user accounts in your Janus Advisory Services Portal(s)

  • When adding users to client portals, obtain written approval from the client on new accounts and access to their portal

  • In partner and client portals, implement the principle of “least privilege” access for partner user accounts in customer portals

  • When individuals leave your organization or change roles, remove their access from your partner portal and client portals.

  • Respect your customer data. Never share or use customer data for your own benefit.

 

> In partner and client portals, create and maintain unique accounts for each user within your organization (no account sharing, please!)

 

> Enable Two Factor Authentication (2FA) for all user accounts in your Janus Advisory Services Portal(s).

 

> When adding users to client portals, obtain written approval from the client on new accounts and access to their portal.

 

> In partner and client portals, implement the principle of “least privilege” access for partner accounts in customer portals.

 

> When individuals leave your organization, remove their access from your partner portal and client portals.

 

> Respect your customers’ and their customers’ data. Never share or use their data for your own benefit.

 

Sales Rules

 

Partners are an extension of our sales organization and are expected to abide by the Solutions Partner Program Sales Rules at all times. These rules allow us to provide you with the right revenue share and sold or managed credit. Some of the most prominent rules that partners should be familiar with include: 

 

  • Partner Collaboration 

  • Do It For Me (DIFM)

  • Best Partner Wins (BPW) 

  • Cross-Sell

  • Up-Sell

 

A full list of the Solutions Partner Program Sales Rules is publicly available online here.
 

Eligibility Requirements
 

The Janus Advisory Services Solutions Partner Program has entry and eligibility requirements to gain access to program benefits. All partners must comply with the terms and conditions of our JASPPA and maintain program eligibility requirements. Some of these requirements include:

 

  • Successfully completing Partner Onboarding (not applicable at the Provider level)

  • Maintaining the appropriate level Janus Advisory Services subscription

  • Providing all required documentation to Janus Advisory Services for commission payment 

  • Completing all training and/or certification requirements to tier up and/or retain a tier level (not applicable at the Provider level)

 

If at any time you need to review the Janus Advisory Services Solutions Partner Program Policies, it is publicly available online here.

 

Promotional and Trademark Usage Guidelines

 

We retain all ownership rights in Janus Advisory Services trademarks, including, but not limited to the use of our trademarks on websites, blogs, social media channels, YouTube channels, and newsletters. For a list of some of our marks, check out Our Trademarks page. Partners agree not to use Janus Advisory Services logos or other marks, register website domains, or name their business or offerings in any way that violates our policies or infringes on our trademarks. To ensure proper use, partners should: 

 

  • Only use the images of our trademarks that we make available to you as part of your participation in the Program (e.g., certified partner badges), without altering them in any way

  • Only use our trademarks in connection with the Partner Program and in abidance with the JASPPA

  • Always request approval for press releases and paid ads mentioning Janus Advisory Services 

 

The Solutions Partner Program Promotional Guidelines will provide you with a more in-depth outline of the appropriate use of Janus Advisory Services logos and trademarks, including how to request approval for press releases and paid ads mentioning Janus Advisory Services. It is publicly available online here. You can also read more about Janus Advisory Services’s Trademark Usage Guidelines online here.



 

Solutions Partner Directory & Social Media Rules

 

We expect our partners to hold themselves to a professional standard when promoting themselves on our Solutions Directory page, in social media groups, and online in general. Partners are expected to treat their Solutions Directory listing as they would any other professional page and to adhere to the Directory Terms of Use and Janus Advisory Services’s Acceptable Use Policy.

 

Partners may not use their Janus Advisory Services platform in a manner that:

 

  • Is threatening, abusive, harassing, stalking, or defamatory

  • Is deceptive, false, misleading or fraudulent. For example, partners may only list themselves in the directory in locations where they have a physical office. Otherwise, they should be listed as remote.  

  • Is invasive of another's privacy or otherwise violates another’s legal rights (such as rights of privacy and publicity)

  • Contains vulgar, obscene, indecent or unlawful material

 

A full list of the Directory Terms of Use is publicly available here as well as Janus Advisory Services’s Acceptable Use Policy which is publicly available here. You can find our Marketplace Reviews Policy here. The rules for participation in the Solutions Partner Facebook group can be found here.

 

Partner Events Policies

 

We expect our partners to hold themselves to a professional standard while attending all Janus Advisory Services events, be it in person or virtual. We expect that any interaction you have with customers, Janus Advisory Servicesters, or other partners at any event is kind and respectful. 

 

Janus Advisory Services will not tolerate any acts of:

 

  • Harassment

  • Racism

  • Sexism

  • Or any exclusionary language and/or behavior

 

You can read the full Program Events Code of Conduct here. 

 

Violations to the Code of Conduct

 

Living up to the tenets of HEART, transparency is very important to us. Therefore, we want to be transparent with our partners about the consequences of violating the code of conduct. We want to be very clear that, in some cases, violating the code can be grounds for termination from the program. Obviously, we hope that never happens. But we take violations seriously at Janus Advisory Services and will investigate each one thoroughly.

 

How are violations reported and investigated? 

 

Partner Operations will, from time to time, have issues raised to us by customers, other partners, or Janus Advisory Servicesters. When this occurs, we open a partner escalation ticket to investigate the issue.  

 

If you, as a partner, have a violation to report, you should reach out to your CAM and CC for guidance on how to approach the situation. If needed, they can raise an escalation ticket on your behalf and the Partner Operations team will conduct an investigation based on the nature of the report. 

 

We commit to thoroughly investigating issues and consider all sources of relevant information, including partner input when possible. We will communicate to you the result and details of the investigation where appropriate. Please understand we may not always be at liberty to provide all details of an investigation. 


 

What are the consequences of violating the code?

 

Violations to the code of conduct will be recorded in a partner’s history, and a history of repeat issues could result in termination from the program. Depending on the severity of the violation, consequences might include:  

 

  • A warning notice (delivered by email)

  • Loss of revenue share

  • Removal of or a drop in tier level

  • Inability to participate in special opportunities or events 

  • Suspension from the program

  • Termination from the program

 

Partners will be notified in writing via email if they receive a warning. We will only contact the primary contact for your account. 

 

Thank you for adhering to the terms outlined in this Program Code of Conduct. This code has been crafted so that all stakeholders, including partners, customers, and Janus Advisory Services, benefit from adhering to these terms. These are not constraints, but an aligned set of rules to allow us to operate in a fair, respectful, and collaborative manner. Our partner program would not be possible without your support and continued excellence.

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