Code of Ethics Signature Required
This Compliance Specialist Code of Ethics embodies the commitment of Insite Compliance and its subsidiaries to conduct our business in accordance with all applicable laws, rules, and regulations and the highest ethical standards throughout our worldwide organization. 
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Insite CS Policies and Procedures Manual
The Compliance Specialist Policies and Procedures manual provides an overview of our general onboarding policies and procedures. Including our expectations for conducting services on behalf of Insite, our expenses and reimbursement policy, and our email, and IT  systems policies.

​Compliance Specialist Badge Photo Required  Insite Compliance Specialists are required to Always wear a badge when conducting any Insite services. Click on the link above for instructions. 

COVID Pre-Audit Health Check Form Online Form
We require that you complete a pre-audit health check before starting any onsite audit and at the beginning of every audit workday. You must answer and submit all questions using the Pre-Audit Health Check form

Terms of Engagement Signature Required
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These Terms of Engagement explain our expectations of you whether in the office environment or off-site representing Insite to clients.
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Acknowledgment of Understanding of Policies and Procedures Signature Required The Insite Compliance Specialist Policies and Procedures and the Insite Compliance Specialist Expense Guidelines have been prepared for your information and understanding of the policies, philosophies, and procedures of Insite's Compliance Specialists. Please read the documents carefully. Upon completion of your review of these documents, upload your signed statement to the Insite Portal.

Insite Conflict of Interest and Confidentially Statement Signature Required  To satisfy the requirements for independence and objectivity Insite Compliance (“Insite”) must ensure the services it provides are free from conflict of interest and that all information gathered as part of these services is maintained in the strictest confidence.

Wire Transfer Form Complete Online Form 
All new Insite compliance specialists are required to complete the Insite Wire Transfer Form. Once this form is completed and approved by the Insite SF home office, the compliance specialist will be set up in the Insite system and ready for payment. This form must be completed, submitted, and approved before any payments will be sent to a compliance specialist. If any of the information collected on the compliance specialist wire transfer form changes at any time, it is the responsibility of the compliance specialist to updated the form with the correct current information.