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Personal Dealing Approval

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    Personal Dealing Approval

    I have been asked to disclose any personal dealing accounts. The company policy is that pre-approval is required in order to buy any shares and accounts must be held with certain suppliers. Has anyone else been in this situation before?
    Last edited by ddaft; 13 December 2011, 09:08.

    #2
    Problem with where I work is that every time you buy or sell, you have to:

    1. email the dept for approval
    2. then get manager approval

    This typically takes at least a day by which time you have missed out - incredibly frustrating. Also don't like mgr knowing my dealings so tend to 'forget' to tell them.....

    Comment


      #3
      Originally posted by ddaft View Post
      I have a SIPP and a Trading ISA already through suppliers that aren't on this approved list and dont really want to shut them down and switch to less preferential suppliers for a contract that may only last 6 months.
      Can you put them into long term investments and not trade them for 6 months?
      Free advice and opinions - refunds are available if you are not 100% satisfied.

      Comment


        #4
        Wait a couple of months then declare, then block and delay, then tell them it isn't worth it because you'll be leaving soon anyway. If you're a contractor on a short term contract they're unlikely to push the issue.
        I'm alright Jack

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