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Bank employee approved broker list
Comments
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ETFs do get a mention but are they that different from OEICs now - given that holding for less than a couple of months needs prior approval so intra-day movements don't matter.
ETS are not a packaged retail investment. OEICs are. ETFs require a broker. OEICs do not.I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.0 -
Reassuring to see that standards of probity and ethics are as strong as ever in the banking industry - see a rule that you don't like, decide that it doesn't apply to you and basically ignore it (albeit doing so via a clumsily rudimentary method that'll make the wilful deception transparently obvious if/when any scrutiny happens)!
To be clear, I'm not suggesting the OP use insider knowledge or do anything else imminently underhanded, immoral or illegal. I'm suggesting however they may like to thumb their nose at what appear to be overly intrusive and possibly unenforceable company guidance on what their employees can do in their own time with their own money.: )0 -
Except that I have to sign a compliance document so I would be dishonest - whatever I thought of the situation.0
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