Policy builder

Your company is evolving. So should your policies.

Adoptech’s Policy Builder will help you manage all of your policies easily.

SIMPLE

Build and manage company policies

Not everyone understands a growing tech firm. We do, our policies are designed for you.

Creating and managing policies is a time-consuming task. Adoptech’s Policy Builder simplifies the whole document creation workflow process. Saving you time and money, and keeping your Company on the front foot.

Smart companies deserve smart policies.

How it works

Based on your company’s biography and answers to questions, a bespoke policy is generated for your company.

Build and edit

Build and edit the bespoke policy further to ensure it meets your specfic requirements.

Save and share

Share policies with colleagues within the platform so that a consensus can be reached efficiently.

Sign and complete

Co-ordinate management approval and attestation from employees. Set deadlines and alerts.

The complete set of policies

Log in to the portal to start building your policies. Select from the list below for further information on each policy.

IT and InfoSec

Acceptable Use Policy
Access Control Policy
Account Administration
Application and Network Security
Change control policy
Clear Desk and Clear Screen Policy
Cloud Services Policy

Cyber Incident Management Policy
Enforcement Policy
Information Classification Policy
Information Security Management Policy
Mobile Devices Policy
Open Source Software Policy
Password Policy

Physical Security Policy
Records and Information Management Policy
Remote Access Policy
SDLC policy
Visitors Policy
VPN Policy

Staff

Anti-Harassment and Bulling Policy
Benefits Policies
Disciplinary Policy and Grievance Procedure
Employee Non-Disclosure Agreement
Employee Privacy Policy
Equal Opportunities

Equility, Inclusion and Diversity Policy
Health and Safety Policy
Hiring Policy
Holiday Policy
Maternity/Paternity Policy
Remote Working policy

Sickness Policy
Social Media & Email Policy
Staff Handbook
Staff Privacy Notice
Travel and Expenses Policy

Data protection

Data Protection Policy
Data Breach Incident Management

Website Privacy Policy and Cookie Policy
Data Encryption Policy

Subject Access Request Policy

Compliance

Advertising and Marketing
Anti-Money Laundering / Financial Crime
Business Continuity and Disaster Recovery Plan
Code of Ethics
Complaints
Compliance Manual
Conflicts of Interest
Custody and Safeguarding of client assets
Disclosure documents and filings
Duty to Supervise

Electronic Communications
Environmental Policy
Equal Pay
Fee Billing and expense allocation
Gifts and Entertainment
Information Barriers Policy
Insider Trading Policy
Investing / Trading Errors
KYC
Market Abuse

Outside Business Activities
Personal Dealing Policy
Political and charitable contributions
Slavery Policy
Third-Party Service Provider Policy
Trading
Valuation
Voice Recording Policy
Working with Third-Parties

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