Requestor Guidelines and Terms & Conditions


INTRODUCTION

Zursh, Inc. (“Zursh”), a Delaware corporation, provides an automated platform (the “Platform”) for use by clients (“Requestors”or “Clients” or “you”) wanting to send research requests to professional researchers, academic professionals and representatives of research companies (“Researchers”). These guidelines (the “Guidelines” or “Terms & Conditions”) expand upon the terms of your service between you and Zursh entered into upon your registration with the Platform or your confirmation of receipt of these guidelines via email. These Guidelines and Terms & Conditions apply t o all aspects of your participation in the Platform as a Requestor. Violations of these Guidelines and Terms & Conditions may result in immediate termination your relationship with Zursh, as well as, in some cases, other legal penalties under applicable law. In appropriate cases, Zursh may report violations to governmental or regulatory authorities. During your participation in the Platform, you will be expected to act professionally and in good faith, and at all times in a manner consistent with these Guidelines. These Guidelines and Terms & Conditions are provided as a resource to assist you in submitting research requests to Researchers. However, you are solely responsible for ensuring that you do not violate any law, rule, regulation, contractual agreement, fiduciary or other obligation or duty, or any ethical standards or codes of conduct to which you are subject.

If you have any questions that are not answered by these Guidelines and Terms & Conditions, please contact us at compliance@zursh.com

Terms & Conditions


PART I — PROHIBITED Requests

Requestors should not directly, knowingly and explicitly use Zursh platform to solicit the following:

  • material nonpublic information concerning any person or entity;
  • confidential or proprietary information belonging to or concerning another person or entity;
  • Requestors should not use Zursh platform in any manner that may result in the breach of any agreement, obligation or duty (including any company policy or procedure) to which they are subject;
  • You may contact Zursh if any such potential issues arise. Zursh may schedule a personal interview with you to review whether you should decline or discontinue the research work. You are obligated to provide Zursh as soon as practicable any information pertaining to such potential issues upon reasonable request by Zursh. If Zursh deems it necessary, you may also be required to arrange for direct communication between Zursh and your compliance manager or any other person or entity Zursh deems appropriate to investigate such potential issues.

All views Researchers express to you must accurately reflect their ‘genuine’ personal views. Requestors are prohibited from inducing researchers to work on research requests that may result in violation of any applicable law. If you are ever unsure about whether your obligations to third parties or under applicable laws may conflict with your research request, you should notify Zursh and decline or discontinue such research engagement with the Researcher.

PART II — CONFIDENTIAL INFORMATION

A. Nondisclosure of Confidential Information

All Research Requests with the status “submitted” are posted in Zursh homepage and can be visible to all Zursh website visitors, or ,at your request, only to Zursh researchers.

You may not disclose Confidential Information (as defined below) unless authorized in writing by the entity providing you with such information or required to do so by a court order or other governmental or regulatory body; provided that, in such case, you must promptly notify Zursh and the applicable Researcher (if the applicable Confidential Information was disclosed by a Requestor) of such compelled disclosure and shall use all reasonable efforts to prevent or minimize the extent of such disclosure.

“Confidential Information” includes all information obtained by you in connection with your participation in the Platform pertaining in any manner to Researchers, Zursh or its Affiliates, or other Requestors, including, without limitation, information that you learn in the course of a research engagement, but excluding any information that is or becomes known to the general public under circumstances involving no breach by you of the terms of these guidelines.

Confidential Information would include, for example:

Information not otherwise publicly available obtained in connection with your participation in the Platform pertaining in any manner to the business of Zursh or its affiliates, Researchers or other Requestors, including without limitation information that you learn in the course of research request regarding (A) securities transactions by a Researcher or another Requestors, or (B) any business, transaction or investment idea under consideration by another Requestor;

The existence, nature and contents of any printed or electronic material furnished for your use by Zursh, its Affiliates, Researchers or other Requestors that is not otherwise publicly available; and The existence and nature of any research request (including without limitation the names of the applicable Researchers).

B. Confidentiality of Zursh Website Materials and Website Username and Password

Without Zursh’s prior written consent, you may not cite, publish, broadcast, copy, display, distribute, make derivative works from or make available for download, in whole or in part, whether alone or in combination with other materials, any information, materials or other communications or content you receive from Zursh or that Zursh otherwise makes available to you in connection with the platform, including without limitation custom surveys and material on the Zursh website (including any trade secrets, knowhow, intellectual property and copyrighted information therein) (“Zursh Materials”). You may use Zursh Materials only for and during the course of research work. You may not share your username or password to the Zursh website with any other person or entity .

PART III — INSIDER TRADING

A. Legal Prohibitions and Penalties

U.S. federal securities laws and the laws of most jurisdictions worldwide prohibit “insider trading” or the purchase or sale, or the recommendation of a purchase or sale, of any stock, bond, option or other security by a person while he or she is in possession of “material nonpublic information” (sometimes also referred to as “inside information”) about the security or its issuer. The use of such material nonpublic information to avoid losses is no less a violation than the use of such information to generate profits.

Regulators have treated the detection and prosecution of insider trading violations as an enforcement priority, and violations have also been the subject of private legal actions. U.S. federal and state securities laws provide for criminal and civil penalties for violations of the insider trading laws. Sanctions or penalties include jail sentences, civil injunctions, fines for the person who committed the violation of up to three times the profit gained or loss avoided as a result of the unlawful trades, whether or not the person fined actually traded, and fines for the person’s employer or other controlling person.

A person can be subject to some or all of these penalties as a “tipper” if he or she discloses material nonpublic information to another person who then trades while in possession of such information. A person can incur “tippertippee” liability if his or her disclosure of information breaches a duty owed to the issuer or the source of the information. A tipper can be liable even if he or she does not personally receive a direct monetary benefit from the ensuing trading activity. It is also important to understand that the prohibitions on disclosing or misusing information do not apply only to “insiders” such as officers, directors, employees and significant shareholders of an issuer. The prohibitions can also apply to “outsiders” such as consultants, accountants, lawyers and underwriters who have a duty of trust or confidence to the source of the material nonpublic information. In addition, the prohibitions can also apply to persons with a family relationship to the source of the information, and to persons with any other relationship of trust or confidence with the source (such as when people have a history, pattern or practice of sharing confidences).

B. Material Information & Nonpublic Information

Information is “material” if there is a substantial likelihood that a reasonable investor would consider it important in deciding whether to purchase, sell or hold a security or other financial instrument. It is also information that, if disclosed, is reasonably likely to affect the market price of the security or instrument. Information may be material even if it relates to speculative or contingent events. Information that is material with respect to a security is also likely to be material with respect to options and other related derivatives. Information that is material usually includes, but is not limited to: dividend changes, earnings estimates, changes in previously released earnings estimates, significant merger or acquisition discussions or agreements, major litigation or regulatory investigations, regulatory approvals or disapprovals, and extraordinary management developments.

Because the determination of whether information is “material” involves questions of judgment (that may be secondguessed by a regulator who has the benefit of hindsight), Requestors should refrain from disclosing nonpublic information if they have any questions about whether the information might potentially be considered material.

Information is nonpublic until it has been effectively communicated to the market place or made widely available to the general public such as by means of a press release carried over a major news services, a public filing made with a regulatory agency, or material sent to security holders or potential investors (such as a proxy statement or prospectus).

It is sometimes difficult to know whether information has been made public. The fact that nonpublic information is reflected in rumors in the marketplace does not mean that the information has been publicly disseminated. Even when some information regarding a matter has been made public, other aspects of the matter may remain nonpublic.

PART IV — RESTRICTED ACTIVITIES

A. Promotions

You may not use Zursh’s name, trade name, trademark or symbol or any other means of identifying Zursh in connection with any promotion, advertisement or other marketing activities without Zursh’s prior written consent.

B. Zursh’s Name, Trade Name, Trademark and Symbol

You may not attempt to register Zursh’s name or any Zursh trade name, trademark or symbol or any other means of identifying Zursh, or any component, simulation or native or foreign equivalent thereof, alone or as part of your own trademark, copyright or domain name. You may not adopt as your own, claim ownership rights in, or attempt to register any material, item, design or designation which is the same or confusingly similar to Zursh’s name, or any Zursh trade name, trademark or symbol.

PART V — UPDATING YOUR INFORMATION

Zursh relies on the information you have provided it to select the researchers that are eligible to work on your research requests by sending you research proposals. Therefore, it is important that you keep Zursh informed of any changes to the information you have provided to Zursh.

You should contact Zursh immediately regarding:

  • any new companies or topics you cannot discuss in a research request for any reason, including because such a discussion would pose a conflict of interest (or the appearance of a conflict of interest) for you;
  • any new persons (or entities) or categories of persons (or entities) with whom you cannot interact in a research work for any reason; and
  • any research requests or categories of research requests in which you cannot submit to Zursh for any reason.

PART VI — COMPETITIVE INTELLIGENCE

US federal laws and the laws of most jurisdictions worldwide generally prohibit using illegal sources and performing illegal operations to acquire competitive intelligence information or the purchase or sale, or the recommendation of a purchase or sale, of any market research information that is obtained using illegal sources. Therefore, a clear distinction need to made by the Requestor and Researcher between market research using legal competitive intelligence sources and illegal corporate espionage acts.

Competitive intelligence is the process of gathering information about a business’s competitors for making one's own business more competitive. Competitive intelligence involves market research designed and carried out to find and keep a business’s market share. This is equally important to established businesses. For successful small businesses, competitive intelligence is regular and ongoing. Competitive intelligence can gather information about a competitor’s products and/or services and the prices they are charging for them and also information about their suppliers, customers, company policies. Competitive intelligence sources for small businesses include media such as newspapers, television and the Internet, other business people, staff and customers of competitor. Competitive intelligence levels out two scenarios of description as the legal and ethical activity of systematically gathering, analyzing and managing information on industrial competitors becomes beneficial. It may include activities such as examining newspaper articles, corporate publications, websites, patent filings, specialised databases, information at trade shows and the like to determine information on a corporation.The compilation of these crucial elements is sometimes termed CIS or CRS, a Competitive Intelligence Solution or Competitive Response Solution. With its roots in market research, 'competitive intelligence' has been described as the application of principles and practices from military and national intelligence to the domain of global business It is the business equivalent of “opensource intelligence”.

Illegal economic or industrial espionage may include the acquisition of intellectual property, such as information on industrial manufacture, ideas, techniques and processes, recipes and formulas. Or it could include sequestration of proprietary or operational information, such as that on customer datasets, pricing, sales, marketing, research and development, policies, prospective bids, planning or marketing strategies or the changing compositions and locations of production. It may describe activities such as theft of trade secrets, bribery, blackmail and technological surveillance. As well as orchestrating espionage on commercial organizations, governments can also be targets — for example, to determine the terms of a tender for a government contract so that another tenderer can underbid.

Researchers must adhere to the US law and competitive intelligence code of ethics when engaging in gathering and analyzing information about competitors’ activities. Requestors should decline working with researchers if they have doubts about the legality of the information sources used.

PART VII — SOFT DOLLAR ARRANGEMENTS

Under the "soft dollar" safe harbor of Section 28(e) of the Securities Exchange Act of 1934, “a money manager does not violate its fiduciary duty to obtain best execution for its clients solely because it pays more than the lowest available commission price if the money manager determines in good faith that the amount of the commission is reasonable in relation to the value of the "brokerage and research services" obtained”

A commission arrangement generally refers to an arrangement under which a brokerdealer provides research, brokerage, other products or services or commission recapture in connection with trades executed by the brokerdealer. Commission arrangements may be broadly categorized into soft dollar arrangements and directed brokerage arrangements, both of which are acceptable forms to pay for research services offered by Zursh platform. Within these parameters, Zursh is considered an infrastructure in a form of a marketplace connecting research requestors to thirdparty research providers individuals and institutions.

Soft dollar (or soft commission) practices involve using client brokerage commissions to purchase research that helps managers to make investment decisions.

Eligible Research Services under Section 28(e)

The SEC rule describes a threestep analysis for determining whether a particular research product or service falls within the safe harbor. In conducting the safe harbor analysis, Zursh Requestors are advised to:

1. Determine whether the paidfor research product or service complies with the specific statutory limits of Section 28(e)(3)—i.e., whether the product or service constitutes eligible "research" services.

2. Determine whether the eligible research product or service provides lawful and appropriate assistance in the investment decisionmaking process. For mixeduse products and services, the Client must reasonably allocate the costs according to the use of the product or service. The Client must maintain adequate books and records of its mixeduse cost allocations to enable it to make the necessary good faith determination regarding the reasonableness of the commissions paid.

3. Make a good faith determination that commissions are reasonable in relation to the value of the products or services provided by the brokerdealer.

The definition of "research services" in SEC Section 28(e) is limited to advice, analyses and reports relating to the subject matter identified in Section 28(e)(3). The Client , in order to determine that a product or service is eligible research under Section 28(e), must conclude that the item: (i) reflects substantive content (i.e., that it reflects the expression of reasoning or knowledge); and (ii) relates to the subject matter. The form (e.g., electronic, paper or oral discussions) of the research does not affect the safe harbor analysis.

Zursh is not responsible for making the threestep analysis above. Requestors should check with their compliance managers to ensure that their research requests can be expensed through soft dollar arrangements and are compliant with section 28 (e) safe harbor prior to any engagement with Zursh researchers.

Zursh may provide customized compliance for Enterprise Requestors to automate the approval process.

Examples of Eligible Research Services

Among the examples of eligible research covered by Section 28(e) are traditional research reports, discussions with research analysts, meetings with corporate executives to obtain oral reports on the performance of a company, researchrelated seminars or conferences, software that provides analyses of securities portfolios, and corporate governance research and rating services. Also included are market research, data services (including market data) that fall within Section 28(e)'s subject matter categories and some proxy services, depending on how they are used. Proxy services are to be subject to mixeduse criteria.

Services Outside the Definition of Research

Among the items falling outside the definition of eligible research are massmarket publications that are in general circulation and targeted to the retail public.

BrokerDealer and Thirdparty Research

The 28(e) safe harbor requires that the brokerdealer receiving commissions for effecting transactions must “provide” brokerage or research services. The SEC has interpreted this to permit money managers to use soft dollars to pay for research produced by someone other than the executing brokerdealer (thirdparty research). Research is “provided by” a brokerdealer if the brokerdealer:

  • prepares the research;
  • is financially obligated to pay for the research; or
  • is not financially obligated to pay for the research but such brokerdealer pays the research provider directly.

The brokerdealer takes steps to assure itself that the client commission dollars that the manager directs it to use to pay for such services are used only for eligible research. (and brokerage) . Third party research is eligible under the safe harbor even if the requestor participates in its selection. The third party also may send the research directly to the brokerdealer’s customer.

Zursh is a marketplace infrastructure connecting research requestors with thirdparty research providers individuals and institutions.

Research delivered through Zursh Platform is considered “provided” by a brokerdealer if:

1) the brokerdealer registers in Zursh as a research provider, sending proposals and preparing final deliverables or;

2) the brokerdealer registers in Zursh as a requestor and pays Zursh researchers directly.

3) the Requestor engages in the research transaction while the brokerdealer is financially obligated to pay for the final research deliverable.

PART VII — UPDATING YOUR INFORMATION WITH ZURSH

Zursh relies on the information you have provided it to select the research requests in which you are eligible to participate by sending your research proposal. Therefore, it is important that you keep Zursh informed of any changes to the information you have provided to Zursh. Failure to keep Zursh informed of any change in your information may result in the breach and termination of your Researcher terms & conditions.

You should contact Zursh immediately regarding:

  • any new companies or topics you cannot discuss in a research deliverable for any reason, including because such a discussion would pose a conflict of interest (or the appearance of a conflict of interest) for you;
  • any new persons (or entities) or categories of persons (or entities) with whom you cannot interact in a research work for any reason; and
  • any research requests or categories of research requests in which you cannot participate for any reason.

PART VIII — MISCELLANEOUS TERMS

A. WAIVER & SEVERABILITY

The failure of Zursh to enforce any right or provision of these terms will not be deemed a waiver of such right or provision. In the event that any provision of these terms is held to be invalid or unenforceable, then that provision will be limited or eliminated to the minimum extent necessary, and the remaining provisions of these Terms will remain in full force and effect.

B. CONTROLLING JURISDICTION

These terms and any action related thereto will be governed by the laws of the state of California without regard to or application of its conflict of law provisions or your state or country of residence. All claims, legal proceedings or litigation arising in connection with services provided by Zursh Platform will be brought solely in the federal or state courts located in the United States, and you consent to the jurisdiction of and venue in such courts and waive any objection as to inconvenient forum. If you are a federal, state, or local government entity in the United States using Zursh Platform in your official capacity and legally unable to accept the controlling law, jurisdiction or venue clauses above, then those clauses do not apply to you. For such U.S. federal government entities, these Terms and any action related thereto will be governed by the laws of the United States of America and, in the absence of federal law and to the extent permitted under federal law, the laws of the state of Delaware.

C. AMENDEMENTS AND THIRDPARTY BENEFICIARIES

These terms and our privacy policy are the entire and exclusive agreement between Zursh and you regarding the services provided by Zursh Platform excluding any services for which you have a separate agreement with Zursh that is explicitly in addition to or in place of these terms and these terms supersede and replace any prior agreements between Zursh and you regarding our Platform. This Agreement may not be modified or amended except by a written instrument executed by the parties hereto. No other person or company will be third party beneficiaries to the terms. Regarding thirdParty restrictions, this agreement and any registration for or use of the site will not be considered as creating or implying any legal relationship of agency, franchise, partnership or joint venture between you and Zursh, except and solely to the extent expressly stated in the terms.

D. FORCE MAJEURE

Neither party is liable for any default or delay in the performance of any of its obligations under these terms & conditions (other than failure to make payments when due) if such default or delay is caused, directly or indirectly, by forces beyond such party's reasonable control, including without limitation fire, flood, acts of God, labor disputes, accidents, acts of war or terrorism, interruptions of transportation or communications, supply shortages or the failure of any third party to perform any commitment relative to the production or delivery of any equipment, software or material required for such party to perform its obligations hereunder.

E. SERVICES AVAILABLE “ASIS”

Zusrh services are available “AsIs”. Your access to and use of the Platform or any content are at your own risk. You understand and agree that the Zursh services are provided to you on an "AS IS" and "AS AVAILABLE" basis. Without limiting the foregoing, to the maximum extent permitted under applicable law, The Zursh entities disclaim all warranties and conditions, whether express or implied, of merchantability, fitness for a particular purpose, or noninfringement.

The Zursh entities make no warranty and disclaim all responsibility and liability for: (i) the completeness, accuracy, availability, timeliness, security or reliability of the services or any content; (ii) any harm to your computer system, loss of data, or other harm that results from your access to or use of the services or any content; (iii) the deletion of, or the failure to store or to transmit, any content and other communications maintained by the Platform or services; and (iv) whether the services will meet your requirements or be available on an uninterrupted, secure, or errorfree basis. No advice or information, whether oral or written, obtained from the Zursh entities or through the services, will create any warranty not expressly made herein.

PART IX — UPDATES TO ZURSH TERMS & SERVICES

We reserve the right to revise the terms and conditions from time to time. The most current version of the terms will govern your use of Zursh services and will always be availabe at your request. If we make a change to these terms that, in our sole discretion, is material, we will notify you via a prominent notice on the Platform or email to the email address associated with your account. By continuing to access or use the Zursh Platform and services after those changes become effective, you agree to be bound by the revised terms. All revised terms will be published at www.zursh.com/Home/RequestorTerms

Zursh Platform and services are operated and provided by Zursh, Inc., 3616 Bayview Pl Carlsbad, California 92010

If you wish to report a violation of the terms and conditions, or have questions or need assistance, please contact us at compliance@zursh.com







General Guidelines


A. Open Marketplace

Zursh provides the automated platform for use by Requestors wanting to send research requests to Researchers including professional researchers, academic professionals and representatives of research companies. This marketplace infrastructure is open to you and to qualified researchers. It is an open platform connecting research requestors with thirdparty research providers individuals and institutions via a bidding approach. All qualified researchers can submit their proposals to open research requests, there is no limit on the number of proposals to be received by requestors. There is a limit of one proposal per researcher. Zursh reserves the right to control the number of proposals and hide proposals that do not meet our minimum quality standards and/or violate these guidelines (see below). Using the Open Marketplace, Requestors will have a limited number of research requests to post per month.

All Research Requests published using the openmarketplace are made public and visible to all Zursh researchers. Distribution of research requests can be limited and may be made available for few clients upon request. For more information about privacy at Zursh open marketpalce, please contact us at requestor@zursh.com

B. Private Marketplace

Zursh provides Private Marketplaces for use by Requestors wanting to send research requests to selected number of dedicated researchers including professional researchers, academic professionals and representatives of research companies. This closed marketplace infrastructure connects research requestors with prescreened, qualified research providers individuals and institutions via a bidding approach. Only qualified and matched researchers can submit their proposals to open research requests, there is a limit on the number of proposals to be received by requestors. Zursh controls the number of proposals and hide proposals that don’t meet our minimum quality standards. All Research Requests published using the Private Marketplace are made private and visible only to selected and prescreened researchers which are members of the Zursh Private Marketplace. Quality control and data verification services are provided upon request.

Using the Private Marketplace (closed marketplace), Requestors will able to post unlimited number of research requests and will be provided with a dedicated account manager. For more information about Private Marketplace features and services, contact us at enterprise@zursh.com

C. Quality Control

Zursh will provide the Requestor with on demand quality control service for research deliverable if requested. Zursh analysts will prepare a quality control report and share with you after the researcher submits the final deliverable. The quality control report will rate the deliverable based on a scale of 1 to 10. This score will be based on the following parameters: 1) Overall Content Quality and Quality of Sources 2) Data Accuracy and Completeness; 3) Servicing and Solution Generating; and 4) Packaging and Presentation.

The quality control analyst will have access to the research request and deliverable content and when necessary he or she can have access to all messages and documents exchanged with the requestors in order to conduct a complete quality check on the research deliverable. Researchers must disclose, to Zursh quality control analysts, all information considered necessary to evaluate the deliverable including all sources used to produce the research work.

D. Payment

1. Process System

For the open marketplace, Requestors are required to deposit, to Zursh Account, the amount equivalent to the bid agreed on by the researcher. This deposit will be released to the researcher after you receive, review and approve the research deliverable. For the Private Marketplace, Zursh will agree with the requestor to deposit a prepaid balance defined on a case by case basis based on the requestor’s anticipate usage volume and other factors which are to be discussed with Zursh account manager prior to any exclusive network engagement. In both models, the open marketplace and the Private Marketplace, the client funds are held by Zursh delayed payment service to protect both parties.

Zursh will automatically send a request to you to fund the request with the bid amount so that your selected researcher can begin to work, and we will send you a notification when the your deposit is received. Requestors are prohibited to offer to send payment outside of the Zursh payment system. Requestors also agree to notify Zursh if prospective researchers offer to receive payment outside of the Zursh system. If payment is offered outside the Zursh payment system, Zursh has no liability to refund your payment in case your research work was not received or approved.

2. Payment Method

Once you select the researcher with the winning proposal, researchers can work with an understanding that the money for payment has been deposited in Zursh account and will be released after you receive the research work, as agreed upon. Zursh works primarily with Paypal payment service. Once you assign the request to the researcher, you will be redirected to Paypal to add your payment information.

3. Zursh’s Responsibility

Zursh agrees to present requestors with a full invoice of each charge in advance of charging the paypal account. Once you receive and approve the research work, Zursh agrees to pay the selected researcher with the agreed bid amount.

4. Zursh Service Fee

In the open marketplace, it is free to post research requests. Zursh chages only a success fee of 3% (for payment processing) which shall be retained by Zursh only after selecting the researcher and prior to remitting the payments to researcher. In the Private Marketplace, Zursh will charge a servicing fee based on the anticipated usage volume and other services provided on a case by case basis. For more information about Private Marketplace features and services, contact us at enterprise@zursh.com

5. Dispute Process

Should a disagreement arise between researchers and requestors, they can raise a dispute to resolve it. We ensure these are dealt with in the fairest and most amicable way possible by moving users through our threestep resolution process, the first of which is managed by end users u sers directly through Zursh dispute assistance. The remaining stage is reached if a resolution cannot be reached. The final stage is arbitration and only necessary if both parties cannot reach a satisfactory resolution.

Zursh will release funds to the researcher in cases where there are funds held in Zursh Account and the other party is nonresponsive to Zursh dispute assistance process. Zursh Dispute Assistance is available for research jobs managed within the Zursh platform for the open marketplace and the Private Marketplace that have funds still held in Zursh Account within the past 30 days. Either party can file a dispute within this time frame.

Zursh Dispute Assistance is a three step process:

  • Step 1: User Resolution both parties attempt to find a resolution independently by documenting the disagreement and filing Zursh dispute form. After filing the dispute notice form, If both parties are still in disagreement, Zursh will contact both parties with next steps.
  • Step 2: Dispute Call – if an agreement is not reached during the User Resolution stage, and the request qualifies for dispute assistance, Zursh will attempt to schedule a dispute call with both parties to discuss a mutual resolution.
  • Step 3: Arbitration – if a resolution cannot be reached on the dispute call, one or both parties fail to attend the scheduled call, or a call cannot be scheduled due to lack of availability by both parties, either party has the right to move to thirdparty Arbitration. Final judgement by arbitrator is binding, and fees will be shared equally by the two parties and Zursh. Dispute mediation through Zursh is informal and should not result in any legal judgments or liabilities.

For more information, contact us at compliance@zursh.com

E. Communications with Reseachers

1. Open Marketplace

Zursh offer clients a secured messaging platform to communicate with researchers before and after receiving research bids.

  • Before receiving a proposal for your research request and before you select the winning proposal, you can submit up to two inquiries to the researcher. Requestor inquiries should be used to answer questions about request content and clear any expectations prior to selecting a researcher and accepting the bid price. If the requestor exceeds the number of inquiries allowed, and still wished to engage in conversations with the researcher prior to selecting the final researcher, he or she can contact Zursh account manager to requestor@zursh.com to faciliate further communications with the researcher.
  • After requestor selects the winning proposal, requestors and researchers can freely exchange unlimited number of messages using our messaging platform. Once the request is awared to the researcher, Zursh does not discourage sharing external contact information. For instance, if the requestor accepts a proposal and wishes to engage in conversations with the selcted researcher via Skype, email or Phone, both parties may choose to share contact information through the Zursh messaging system and engage off the platform. However, any communications off the platform will not be considered valid in the event of a work dispute (unless recorded), and therefore limits the protections for both researchers and requestors. Remember that Requestors are prohibited from offering to pay researchers outside of the Zursh payment system.

2. Private Marketplace

In the exclusive engagement model, all inquiries, messages, documents and deliverables, that are exchanged between the researchers and the requestors, are facilitated via a dedicated account manager to ensure the highest standards of compliance and quality control.

F. Research Requests

Research requests posted by requestors should be complete, accurate and ideally should provide sufficient information for the researchers to evaluate before submitting their proposals. Requestors should not explicitly and knowingly request specific reports, articles or any research material owned by thirdparty entity that is considered copyrighted material. Requestors should sanitize all research requests before publishing them to Zursh platform. Private or confidential information should not be disclosed to researchers.

G. Rating and Reviews

Requestors can leave ratings and reviews for final research deliverables. These ratings serve as credible references for you when evaluating researchers which can build a marketplace reputation based on client satisfaction. Ratings are highly encouraged as an important part of Zursh experience. Ratings and Reviews can only be left by past requestors creating a thread of reviews and ratings which will contribute to the credibility of researchers.

H. Referrals

Zursh users referring researchers and reseach requests to our platform will be compensated as indicated on the referrals terms. Other referral details and terms & conditions are available in the referral pages in Zursh website. We may revise the referral terms from time to time. The most current version of the terms will govern and will be made available in the researcher and request referral pages in our website. For more information about referrals, contact us at referrals@zursh.com

I. Research Databases

Requestors are responsible to comply with all applicable copyright laws of the research databases and other thirdparty subscriptions they have access to. Zursh is not responsible for enforcing such agreements between requestors and research subscriptions. In case the Requestors are sharing their database login details of paid/unpaid database(s) with selected Zursh researchers that are working for the research requests, Requestors should ensure that there is no violation of the terms and conditions of its subscription and that the selected researcher has authorized access to the database(s) on behalf of the Requestor.

The Requestors acknowledges that if Zursh researchers request them access/use of third party material to provide services under this engagement:

1. Where sources or material (that includes but is not limited to software, databases, subscription websites, news letters, and research websites) have restrictive terms of usage (e.g., Intellectual Property restrictions or licensing restrictions, Zursh researchers shall provide only such information as is permitted by the terms of usage provided by the said source/material.

2. If the selected Researcher(s) access to such source or material is through the Requestor’s subscription, the Requestor shall ensure that such access by Researchers has been authorized and permitted by the service provider (for that source). It will be the requestor’s responsibility to procure such authorization or consent either in the form of a written authorization/consent or in the form of a tripartite agreement.

Zursh is not responsible for enforcing such tripartile agreements.

If you wish to report a violation of the General Guidelines and/or Terms and Conditions, or need assistance, please contact compliance@zursh.com