Employee Action Required: Policy Acknowledgments

As part of our ongoing efforts to protect client data and uphold the security standards our clients count on, all employees are required to review and acknowledge several important company policies by Friday, July 31, 2026.

Completing these acknowledgments helps us maintain SOC2 compliance, an important industry standard that demonstrates eMoney has the right safeguards in place to protect sensitive client and company information.

These policies are an important reminder that protecting data is a shared responsibility, and that each of us plays a role in maintaining the trust our clients place in us every day.

Policy Summaries

• Employee Handbook – Outlines our core values, benefits, policies, and general expectations as eMoney employees.
• Privacy Policy – Explains how we protect sensitive information and meet legal privacy requirements.
• Acceptable Use of Information Assets Policy (AUP) – Defines appropriate use of company-issued devices, eMoney’s network, websites, and related resources.
• Digital Information Security & Confidentiality Policy (DISC) – Details our approach to safeguarding digital data within eMoney’s IT infrastructure.

IMPORTANT NOTE: If you do not acknowledge these policies within five business days, you, your manager, and business unit leader will receive daily email reminders until the process is complete.

All employees are required to review the updated policies and agree to their terms and conditions. To do so, please follow these steps for each policy:

• Access the Service Portal via Okta.
• Click on the policies awaiting your acknowledgment at the top of the page. Please acknowledge the policies from left to right.
• Click the Read and Accept button.
• Read through the policy terms.
• Click the box at the bottom next to Agree with terms and conditions, and hit Submit.

Support

• For the handbook, please email People Experience.
• For all other policies, please email Information Security.
• For technical difficulties accessing the policy, please email CorpOps or send them a message in the CorpOps Teams room.