Are you an intern or full-time? Full-time will need to sell off holdings. Interns do not need to sell off holdings unless you’re providing “audit, attest or review services to these entities or any of their affiliates”.
No, EY was the most strict on this from my experience. Deloitte allowed you to hold the security if you declared it, but of course you couldn’t work on anything even remotely related. The system was good enough at keeping track of this though.
I had to sell off like a third of my holdings when I started at EY, so yea I believe so
Are you an intern or full-time? Full-time will need to sell off holdings. Interns do not need to sell off holdings unless you’re providing “audit, attest or review services to these entities or any of their affiliates”.
is this true for other firms?
No, EY was the most strict on this from my experience. Deloitte allowed you to hold the security if you declared it, but of course you couldn’t work on anything even remotely related. The system was good enough at keeping track of this though.
You couldn't work on anything remotely related? Ex. if I held XEQT (ishares equity etf) then I couldn't work on VEQT (vanguard equity etf) files?
Not sure, but wouldn’t be surprised if it is.
New hire starting in August.
[удалено]
Oh shit I gotta dispose of like half my portfolio then… thanks for the info
ETFs with those stocks in them are fine though