Fit and verification
Review category availability, identity, relevant credentials, and standards alignment.
Governance before growth
Clear responsibility. Documented decisions.
Review the organizing structure, decision principles, conflicts process, and transparency commitments.
Founding organization
Technology and operations led by Sun Life Tech.
Sun Life Tech is the founding technology and operational sponsor. Its role includes the website, referral routing, privacy controls, directory infrastructure, and founding-stage administration.
Member businesses remain independent. Sponsorship does not control their services, customer relationships, pricing, or professional judgment.
Disclosure and recusal
Decision-makers disclose direct conflicts and step away when practical.
Documented review
Assess available facts, response, privacy, safety, and proportionate action.
Published expectations
Communicate material changes rather than applying hidden rules.