Advancing Technical Analysis, Research and Market Education
Ethics

Code of Ethics.

The professional and ethical standards expected of members of the Society.

Effective
1 January 2026
Version / Last updated
v1.0 · 1 January 2026
Responsible
Ethics & Disciplinary Committee
Review schedule
Annual · next review 1 January 2027 · Contact care@istanex.com

The Indian Society of Technical Analysts is committed to the highest standards of professional and ethical conduct. This Code of Ethics articulates the principles that members are expected to uphold in their professional practice, research, teaching and communication.

1. Integrity

Members shall act with honesty, integrity and diligence in all professional dealings, avoiding conduct that could bring the Society or the profession into disrepute.

2. Competence

Members shall maintain and enhance their professional knowledge and skills, apply sound analytical methods, and represent their competence and credentials accurately.

3. Objectivity

Members shall exercise independent professional judgement, resist undue influence and disclose any conflict of interest that could compromise objectivity.

4. Confidentiality

Members shall respect the confidentiality of information acquired in the course of professional work and shall not use such information for personal advantage or disclose it without proper authority.

5. Fair dealing

Members shall deal fairly with clients, employers, colleagues, research collaborators, editors and the general public.

6. Responsibility to the market

Members shall not engage in or facilitate market manipulation, front-running, insider trading, misleading communication or any conduct that undermines market integrity.

7. Research integrity

Members shall conduct research with rigour, transparency and reproducibility; acknowledge sources and prior work; and avoid plagiarism, data fabrication and undisclosed conflicts.

8. Communication

Members shall communicate research findings and market commentary responsibly, avoiding exaggeration, misleading claims and guarantees of performance.

9. Compliance

Members shall comply with applicable laws, regulations and codes governing financial markets, research and publications.

10. Duty to the Society

Members shall uphold and promote the interests of the Society, cooperate with its committees and comply with disciplinary processes.

11. Enforcement

Breaches of this Code will be examined by the Ethics and Disciplinary Committee under the Society’s disciplinary framework.