Discretion & Confidentiality

A Core Operating Principle

Discretion is not a feature of how Finova operates.

It is foundational to why and how we engage.

Off-market environments depend on trust, restraint, and disciplined handling of information. Where confidentiality is treated casually, credibility erodes quickly.

Finova approaches discretion as a professional obligation, not a transactional convenience.

Information Is Not Currency

Finova does not trade in exposure, circulation, or leverage through information.

Information is shared:

  • deliberately,
  • proportionately, and
  • only where there is a clear and legitimate purpose.

Premature disclosure, uncontrolled distribution, or speculative sharing undermines outcomes and exposes all parties to unnecessary risk.

Controlled Engagement by Design

Discretion shapes the way Finova structures engagement from the outset.

This includes:

  • limiting early-stage detail,
  • avoiding unnecessary introductions, and
  • progressing conversations only where alignment exists.

The objective is not opacity, but protection — of counterparties, process, and reputation.

Professional Expectations

Finova expects all parties to approach confidentiality with the same discipline.

This includes:

  • respecting information boundaries,
  • avoiding unauthorised onward sharing, and
  • recognising that discretion applies even where no formal agreement yet exists.

Where these expectations are not understood or respected, engagement does not proceed.

Restraint as a Signal of Serious Intent

In experienced markets, discretion is often the clearest indicator of seriousness.

Finova views restraint not as hesitation, but as evidence of professionalism and long-term perspective.

Governance and Controls

While discretion is embedded in Finova’s approach and culture, it is supported by structured governance, access controls, and compliance frameworks.

These mechanisms are addressed separately within Governance & Compliance and the relevant policy materials.

A Final Word

Confidentiality is not something Finova applies selectively.

It is the default position.

Only where discretion is mutual can meaningful engagement occur.