RubinBrown Team Member Manual

Section: Use of Telephone, Email, and Personal Mail 803

Policy Title: Policy Number:

Personal Conduct

Effective Date:

Supersedes Policy Dated:

06/01/2024

06/01/2023

Background: RubinBrown expects, during working hours, that our team members reserve their full attention and are available during working hours, solely to serve clients. Policy: The work place should not be utilized for personal phone calls, texts, personal email, personal matters, or personal mail. Procedure: Team members should limit personal calls, emails, and texts to only those which are urgent and/or imperative, making them as brief as possible. Team members may not use RubinBrown’s address for receiving personal mail. RubinBrown stationery or envelopes may not be used for personal correspondence. If used, the contents may be considered official communication of RubinBrown.

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