Office Manual, Policies and Procedures

Office Manual, Policies and Procedures

Purpose of This Manual

The purpose of this manual is to establish a consistent and professional standard of daily conduct for how we interact with one another, with other members of the company, with our clients, and with the public. All team members are responsible for thoroughly reading and understanding this manual, and for following the policies and procedures outlined within it.

If you have any questions or need clarification regarding any section of this manual, please contact Phil for guidance.


Please send your signed Office Manual, Policies, and Procedures to Cheryl Ju at cheryl@daltonwade.com so we can keep it on file.

The Office Manual, Policies and Procedures has last been updated on:  February 2026


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