Advisor Eligibility
Conservative Rules
Guidepoint has implemented conservative rules to which every Advisor must legally agree before a consultation may take place. These rules are designed to provide our Advisors with clear boundaries and they directly address sensitive subjects such as clinical trials, employers and competitors. Review a summary of key rules and a full copy of the legal agreement between Guidepoint and its Advisors, called Guidepoint Global Advisors Terms & Conditions, for greater detail.
Instruction
Guidepoint instructs its Advisors about compliance with written explanation and a mandatory tutorial that every Advisor must review upon joining Guidepoint Global Advisors and complete at least once per year. We provide additional clarification via a summary of key rules and answers to frequently asked questions.
Background Checks
Guidepoint runs periodic background checks utilizing a global risk intelligence service on all new Advisors and a substantial sampling of Advisors who have performed consultations through Guidepoint. This check encompasses, among other things, criminal histories in the U.S. and foreign jurisdictions and selected civil histories including U.S. FDA debarment actions and inclusion in the GSA’s Excluded Parties List System.
Employer Opt-Out
Guidepoint will not utilize employees of a company that Guidepoint believes bars its employees from participating in consultations. These companies are recorded in the Guidepoint Global Employer Database Registry. Advisors who are employees of a company added to the Employer Database Registry, or its subsidiaries, are automatically deactivated from Guidepoint’s network. Advisors remain deactivated until Guidepoint is informed and confirms that the Advisor no longer works for the company recorded in the registry.
Corporate Tracking
Guidepoint uses a third-party corporate information service that feeds data, including companies' affilliates into our IT platform, to help us apply compliance rules.



