RubinBrown Team Member Manual

POLICY CONTINUED Policy Title: Policy Number:

Social Media 1302

Section:

Miscellaneous

Misrepresentations of the Firm: If you see misrepresentations made about the Firm in the media, direct that information to your Career Advocate or Human Resources and the Marketing Department for response. See also Policy Number 1300: Public Relations and Media Policy. Requests from the Media: Any requests for comments from the media should be forwarded to the Marketing Department for response. Respect Trademark and Copyright Laws: Respect the laws governing trademark, copyright and fair use or fair dealing of copyrighted material owned by others, including the firm’s copyrights and brands. Team members should only quote short excerpts of someone else's work, and always attribute such work to the original author/source. It is good general practice to link to others' work rather than reproduce it. Use of firm logos and trademarks require permission from the firm’s Marketing Department prior to use. Disclaimers: Team members using social media for business communications may use LinkedIn, X (Twitter), and Instagram, and only in approved cases, some blogs formats. In all cases, team members must use a disclaimer saying that while employed by RubinBrown, anything published is a personal opinion, and not necessarily the opinion of the firm, as well as link to the disclaimer page on the firm's website (www.rubinbrown.com/disclaimers) as outlined below. With regard to LinkedIn , team members are encouraged to have profile, link to others (prospects, clients, referral sources, friends, contacts), and maximize them with robust, professional information. Should team members wish to post content, the following text must be included at the top of the summary field in the profile: Opinions expressed here are my own and not those of RubinBrown. Visit www.rubinbrown.com/disclaimers to read RubinBrown's disclaimer. With regard to X (Twitter) and Instagram , team members may post professional information from an account for business communications as long as the following text is included in the bio field in the profile: Opinions are my own. http://is.gd/cir230 Postings that address tax issues should include the following Circular 230 language: Under U.S. Treasury Department guidelines, we hereby inform you that any tax advice contained in this communication is not intended or written to be used, and cannot be used by you for the purpose of avoiding penalties that may be imposed on you by the Internal Revenue Service, or for the purpose of promoting, marketing or recommending to another party any transaction or matter addressed within this tax advice. Further, RubinBrown LLP imposes no limitation on any recipient of this tax advice on the disclosure of the tax treatment or tax strategies or tax structuring described herein.

Postings that address all other professional opinions should include the following language:

Readers should not act upon information presented without individual professional consultation.

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