Free E-mail Policy Tool
Check out Fortivaís "Policy Builder" tool, which is being made freely available to all comers until April 30. To get access, youíll have to complete a registration process, which includes questions about your firmís current e-mail policies. The online service will allow you to customize a variety of policies ranging from use of personal e-mail to instant messaging to storage issues. Once youíre done, you can create a pdf of the policy to distribute throughout your firm. Fortiva normally charges $249 for access to Policy Builder.
The tool is being offered in connection with the newly-formed Electronic Communications Compliance Council (a.k.a. TE3C). The group held its first meeting last month, featuring two speakers from the investment management industry.