Advancing Technical Analysis, Research and Market Education
Policy

Conflict of Interest Policy.

How the Society identifies, discloses and manages actual and perceived conflicts of interest.

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

1. Purpose

This policy is designed to protect the integrity, objectivity and reputation of the Indian Society of Technical Analysts, its members, editors, reviewers and committee volunteers by requiring the disclosure and management of actual and perceived conflicts of interest.

2. Scope

The policy applies to all office bearers, members of the governing council and committees, editors, reviewers, authors, event speakers, employees and volunteers of the Society.

3. Definition

A conflict of interest arises when personal, professional, financial, familial or other relationships or interests could reasonably be perceived to influence, or actually influence, the objectivity of a decision, opinion or action taken on behalf of the Society.

4. Disclosure

Any potential or actual conflict must be disclosed in writing at the earliest opportunity to the concerned committee chair or the Secretariat.

5. Management

The Society may require recusal from decisions, reassignment of duties, removal from committees, or other appropriate measures. Editorial conflicts follow the Journal’s specific protocols including reviewer reassignment.

6. Financial interests

Members must disclose material financial interests, employment, consulting and advisory arrangements that could affect their duties to the Society.

7. Records

Disclosures and management decisions are recorded in the Society’s conflict register and reviewed periodically by the Ethics and Disciplinary Committee.

8. Breach

Failure to disclose or manage conflicts of interest is treated as a breach of the Code of Ethics and may attract disciplinary action.