Investment firms adopting Microsoft Copilot, ChatGPT, and other AI assistants need clear boundaries to protect sensitive data while enabling productivity. Our comprehensive AI Use Policy templates give you immediately implementable frameworks designed for employee handbooks and company documentation.

Fill out the form and we'll send you two templates:

• Employee Handbook Addendum for AI Assistant Usage at Investment Management Firms
• Corporate AI Governance Policy for Investment Management Firms
  

These policies are based on guidance from the SEC, the NIST AI Risk Management Framework, and ISO/IEC 27001:2022.