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Career Growth
8mo
a consultant
Morgan stanley
Can somebody help me with the policy around personal investment, they told me that after joining I will have to transfer them to company's broker account ? Please share the details about the same ? Is there any impact with this ?

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hrterminator
7mo
currently not working
Yr esa bhi hta hai mujhe toh ye pta bhi nhi tha đ

a manager
8mo
This thread is giving some additional knowledge

superbblackbird
8mo
works at
Brother, I heard that at Morgan Stanley, youâll need to move your personal investments to their broker account after joining, which might change how you handle your investments.

splendidpakora
8mo
A Marketing Manager
[misskick](username)
Morgan Stanley asks you to transfer your investments to their broker, so they can monitor trades, which could affect your flexibility in managing them.

a senior associate
8mo
ye to maine bhi pehli baar suna hai

an operations executive
8mo
Ask your HR representative or supervisor for clarification.

an assistant manager
8mo
Probably to make sure thereâs no problem between your own money and your work at Morgan Stanley. This helps keep the companyâs good name and protects its customers.

creativelatte
8mo (edited)
works at
They will have info about your trades. You will need prior approval to buy shares. Most people working in these companies stop buying from their own account due to these

strangeguy006
8mo
works at
It is not the company's broker.. its company's preferred broker which are Kotak Securities and HDFC securities.. if you have your broking/ trading account with any other broker then you'll have to close it.
W.r.t personal investment-- if you're joining finance on the private side handling price sensitive data then you'll have to take prior approvals before investing. Not sure about other team's applicability for trading/ investing restrictions
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