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Best Practices for Obtaining Disclosure
The following are some best practices shared by Executive Interviewers regarding their
approach for obtaining disclosure:

Make the discussion on disclosure more conversational and less formal while reading the
disclosure types accurately. The best results come from making disclosure casual as the
majority of respondents provide full disclosure.

It is important to stress that the information is shared with senior management, not the
individual relationship managers.
Assume that the buy side client will disclose and that disclosure is a common practice
going into the interview. Using phrases such as: “as you have done in past, you do not
mind that the responses are shared with senior management5”
When introducing new clients to the process, use an affirmative statement such as “We
will be sharing the information with senior management (stressing senior management)”
as a normal part of the process.

As a last resort for buy side clients reluctant to participate due to confidentiality concerns a
NDA agreement (below) may be used.

Non-Disclosure Agreement (NDA)
Greenwich Associates is willing to sign an agreement with the buy side client reaffirming our
disclosure policy with our sell side clients. To receive a signed copy by Greenwich
Associates Chief Operating Officer, please contact the appropriate marketing team
representative.

Sarah Eck Sarah.Eck@greenwich.com +1 (203) 625-5071

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