Hey there,

Yeah, however, it is still possible. In McK you would need to register each trade you want to make beforehand and you will be cleared. Usually not an issue, especially as a BA, Associate, Fellow, etc.

Cheers,

Florian

Yes, this policy typically applies to spouses as well. You need to clear all stock trades that you want to make and if it is approved, you'll get a time window during which you can make a trade. Unfortunately, this is quite a hassle and limits you if you urgently want to make a trade (e.g. if the market crashes...), so most consultants who I know rather invest into ETFs, etc.

Yup. Welcome to the club. Your spouse should have access to a list/regular updates on the no-trade list. You can buy funds, portfolios, etc, but not individual stocks. There is really no way to solve this this.

It applies not only to the same people in your spouse's household (you), but also close friends and family. Do not try to outsmart the authorities here, I have personally seen people getting busted for this.

Certainly and you should be very careful with those rules.

YES 100% It applies. You need to pre-clear all trades/follow the firm's policy as an immediate household member

Udayan

Hello!

Unfortunately, yes.

However, it depends a bit on how strict the rule is depending on the circumpstances. Hence, best is to double check with your company

Cheers,

Clara

Hi, I can confirm it is applicable also for the strictest relatives. Your GF should have a list of allowed companies

Best,
Antonello