Build relationships that transform your business.
Faster, smarter trading for firms of every size.
Technology for higher performance.
A better mortgage experience for everyone.
Helping you find & apply for the right products for your clients.
Fund administration to member advice - and everything in between.
Iress Limited, along with all companies within its group (together “Iress”), is committed to:
This Code of Ethics and Conduct (“Code”) applies to all staff globally: directors, senior executives and employees alike.
The purpose of this Code is to ensure that:
Staff will adhere to this Code both in letter and in spirit. Adherence to this Code is a term of employment with Iress. Violation of this Code by any employee, or unethical behaviour which may affect the reputation of Iress, may be subject to disciplinary action, including termination of employment.
Iress expects that all staff will:
Staff must actively promote compliance with this Code.
It is Management’s task to achieve, and the Board’s role to oversee, the delivery of shareholder value through the sustainable and efficient operation of the company, sound reporting and risk management practices and compliance with the continuous disclosure regime. The mechanisms to achieve this include the risk management structures, the Audit & Risk Committee, and the Board’s oversight of strategic and business objectives.
Iress and its staff should exercise due care and diligence in the performance of their duties and responsibilities. This should include such activities as ensuring the accuracy of all decision-making information, attending to detail in all aspects of work, being mindful of the sensitivities of others, protecting confidentiality, and being courteous, open and honest.
Iress aims to provide high quality software and services. Iress and its staff will endeavour to deliver its software and services to its customers in a timely and equitable manner, and prioritise customer satisfaction.
Staff will not breach Iress’ confidentiality or make use of confidential information obtained from Iress for personal gain or in a manner which would be detrimental to Iress.
Confidential information of Iress will not be used except in ways which are authorised by Iress or legally mandated. The same applies to confidential information belonging to third parties which an employee may obtain in the course of their duties.
All staff acknowledge this need for confidentiality in their contracts of employment. Iress will respect the confidentiality of its staff.
Iress and its staff will comply with the content and spirit of all relevant laws and regulations concerning employment, such as anti-discrimination, equality of employment, health and safety. Iress will endeavour to ensure that all staff are treated fairly, equitably, and honestly.
Iress has a separate Anti-bribery and Corruption policy (available at its website) which describes the group's processes for preventing the offering or acceptance of bribes and other unethical payments or inducements. Iress is also committed to ensuring that there is no slavery or human trafficking in any part of its business, and Iress’ Global Modern Slavery Act Statement is available on its website.
Iress assets must be acquired, maintained and used in an efficient manner and for legitimate business purposes.
Iress’ Global Data Protection policy regulates the handling of any personal information that Iress collects. It contains detailed information on Iress’ functions and activities, and privacy issues and its data protection policy provisions. A copy of the policy is available on our website at https://www.iress.com/trust/corporate-governance/governance-documents/
Iress also requires staff to comply with policies relating to:
These policies are available to all staff on the Iress intranet site.
Iress’ legal and compliance teams monitor compliance with this Code. The Company Secretary will also periodically review this Code to ensure it is operating effectively and to propose any changes required to this Code.
Staff are required to report violations of this Code using conflict escalation procedures. The procedures provide for a staged escalation and ultimately provide for the Managing Director and the Chair of the Audit & Risk Committee to become involved. The policy underlying the procedures is designed to ensure that staff are not disadvantaged in any way for reporting violations of this Code or other unethical conduct, that the matter is dealt with promptly and fairly and that the procedures are not used maliciously or mischievously.
Iress is a technology company providing software to the financial services industry.
Our software is used by more than 9,000 businesses and 500,000 users globally.