Personal Trading Work Policy
Our firm is looking to change their internal trading policy to a much longer holding period from where it currently is. I was just wondering what everyone's current policy's are for ETF holding period, stock holding period and if options trading is allowed or not.
Any information would be appreciated.
60 day holding period and pre-clearance across the board.
Holding period does not apply to a defined list of the most liquid ETFs, and stocks that are members of large cap indices such as S&P 200 or FTSE 100.
Bonds, index futures, index options, and FX have no pre-clearance or minimum hold requirements.
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