Membership rules
Access is earned—and never exchanged for referrals.
Membership is discretionary, individually approved and designed around professional development, relationships and access.
No referral requirement
Membership, eligibility, tickets, privileges, resources and opportunities are not conditioned on referring settlement-service business, directing transactions to Fidelity or meeting a referral quota.
Selection
Fidelity may consider professional standing, leadership, market participation, program fit, conduct, capacity and other documented criteria approved by compliance. Submitting or receiving a nomination does not guarantee admission.
Allocation
Limited experiences and opportunities may use eligibility rules, membership levels, documented program criteria, availability, prior participation and fair allocation practices. Access may not be sold or transferred.
Status
Membership may be pending, active, suspended or archived. Fidelity may modify, suspend or end membership or a benefit when necessary for capacity, conduct, security, legal or compliance reasons.
Confidentiality
Member, event, partner and opportunity information marked private must remain within the approved audience. Consumer information is released only through authorized workflows.