Just curious how stringent personal account trading policies are at EBs? Is there a typical 30 day minimum hold, or are trading activities okay as long as the stock you're trying to trade is not on the firm's blacklist?
I would think that EBs have less stringent trading restrictions than BBs, given their lack of a securities business but please if someone could confirm that would be great
| +153 | How to stop feeling like shit for not making it in IB? | 57 | 7h | |
| +115 | If Tik Tok is forced to sell, what banks do you think would be involved in the deal? | 58 | 5h | |
| +80 | Updated LA Banking Scene (2024) | 57 | 6h | |
| +38 | Ranking banks that went under | 20 | 11h | |
| +34 | Burnt Out M&A ASO | 18 | 9h | |
| +32 | A strategy for SA applicants late to the game like myself | 15 | 15h | |
| +30 | Relevance of A-Levels for U.K. London recruiting | 21 | 1d | |
| +26 | Series 79 Help / Tips to Pass The First Attempt | 11 | 2d | |
| +26 | Intern Ettiquette | 4 | 19h | |
| +23 | What are hours like at BBs in London? | 47 | 17h |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
Hey 10x Leveraged, I think you deserve a response...heck, everyone does. We're listening, sorry about the delay ...my best guess at places on WSO that could help:
If those topics were completely useless, don't blame me, blame my programmers...
bumppp (to those working at EBs please!)
Have to pre-clear and hold for 30 days, ETFs excluded from this.
So would you say the following statements are correct: - If it's an ETF, you can trade the ETF / underlying option at will, with no minimum day hold and no need for pre-clearance. - if it's an individual stock, you need to get pre-clearance, and you have a minimum 30 day hold that applies to both the stock as well as the underlying options
Just skimmed the policy and seems like all derivatives are subject to 30 day hold too. But yes otherwise seems accurate.
Harum odit omnis minus ipsum. Dolores porro enim mollitia dolore ut quisquam voluptatem. Dolorum voluptate nostrum sunt possimus consequatur blanditiis.
Mollitia ut iste corporis enim. Adipisci quam quod vel beatae. Error ut qui aliquam optio.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...