Trust & governance

The governance foundation of Operance.

This page sets out, once and in full, how engagement on Operance is governed: how operators are verified, how confidentiality is held, how introductions are protected, what is recorded, and what Operance is and is not. The rest of the platform refers back to this page rather than restating it.

01 · Verification

Operator profiles are verified before they are surfaced.

Every published operator passes identity, credential and reference verification before their profile is visible to businesses. Verification is performed and recorded by Operance, not self-attested, and verification status is held server-side.

A profile that lapses against the verification standard is withdrawn from surfacing until the standard is restored. Businesses see verification status on the profile; operators see the date and scope of their own verification record.

02 · Confidentiality

Identity and detail are released through a controlled introduction.

Where an appointment is confidential, an operator's identity, contact detail and full profile remain closed until the business reserves an introduction credit, the operator accepts, and — where the appointment requires it — both parties accept the platform NDA.

The NDA acceptance is timestamped, party-attributed and held against the engagement record. It is not collected in side channels and it is not assumed from conduct. Messaging only opens once the gate has been passed.

03 · Engagement record

Every engagement has a single, continuous record.

Each introduction creates an engagement record. The record carries the appointment, the parties, the credit reservation, the introduction response, any NDA acceptance, the message thread, every proposal version, and the confirmation when the engagement is formed. State transitions are appended to an immutable audit log.

The chronology is preserved when an engagement renews, when scope changes, and when the parties move between phases of the same relationship. The engagement record is the institutional memory of the work — available to the business, the operator and Operance, and unavailable to anyone else.

04 · Protected introductions

An introduction made through Operance is protected for twelve months.

An introduction accepted through the platform is protected for a period of twelve months from the date of acceptance. Within that period, an engagement formed between the introduced parties — or between the operator and any group entity, affiliate or controlled vehicle of the business — is in scope of the engagement governance participation set out in the pricing and the Terms of Service.

The protection is a contractual continuity arrangement, not a restraint on either party. The operator remains free to engage with whom they choose; the business remains free to structure the engagement as it wishes. What the protected period establishes is that the engagement, however it is structured, is recorded and participated in on the same terms as if it had been formed inside the platform.

05 · Operator disclosure

Operators disclose engagements that follow an Operance introduction.

Operators who accept an introduction undertake to disclose, through the platform, any engagement that follows from it within the protected period. Disclosure is a procedural professional obligation — comparable to the conflicts and engagement disclosures expected in legal, accounting and advisory practice — rather than an enforcement mechanism.

Disclosed engagements remain on the operator's verified standing. Undisclosed engagements that come to light through other channels are addressed under the Terms of Service and may affect verified standing. Operance does not publish or share the commercial terms of a disclosed engagement.

06 · Non-circumvention

The protected period is platform-managed, not contract-only.

Non-circumvention on Operance is procedural. Each engagement record carries the introduction date, the parties and the protection window. Messages are scanned at write time for off-platform contact patterns; confirmed signals open an internal flag without disrupting the conversation between the parties.

Where an engagement is formed within the protected period without disclosure, the participation due under the engagement governance bands remains payable. The mechanism is administrative, not adversarial: the record exists; the participation follows the record.

07 · Category

What Operance is not.

Operance is a workspace and a record. It is not a recruitment agency, a staffing intermediary, an employer of record, a labour supplier, a paymaster or an escrow provider. Operance does not represent operators on commission, does not own the engagement, does not sit on cash flow between the parties, and does not deduct from operator pay. The commercial relationship is and remains directly between the business and the operator.

08 · Data, security and retention

Held with the seriousness the engagement requires.

Engagement records, NDA acceptances, proposal versions and audit-log entries are retained for the life of the relationship and for the period required to administer the protected introduction window and any continuing participation. Personal data is processed under the Privacy Notice.

Access controls are enforced server-side. Verification status, introduction credits, NDA gating, contact-share detection and engagement-record completeness are governed by database-level controls rather than client code. Operance maintains the platform; the parties retain their own legal, tax and procurement responsibilities.

The governance set out here is referenced — not repeated — across the rest of the platform.

Last reviewed · May 2026