RubinBrown Team Member Manual

Work in a Client’s Office 904

Policy Title: Policy Number:

Section:

Ethics and Business Conduct

Effective Date:

Supersedes Policy Dated:

06/01/2024

06/01/2023

Background: It is the policy of RubinBrown for team members to perform the maximum amount of work on-site at or in the client's office. Policy: When team members perform an assignment at the client's office they should adhere to and observe the client's office hours. The client's records are not to be defaced in any way. Client records should be kept secure and organized and returned promptly. Procedure: Do not ask questions of the client without approval of the supervisor of the engagement. Never argue with a client or with the employees of a client. If there is a question or difference of opinion, this should be brought to the attention of the supervisor of the engagement. Team members should keep a professional distance between themselves and the client's employees. Team members can be courteous without being overly friendly. Team members should refrain from using client resources (i.e., printers, copiers, phones, faxes) for other client work or for personal use while in the field. In the event that an engagement team must utilize a client's internet connection, team members should adhere to BOTH the Firm's and the Client's technology policies.

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