| Author |
|
B.Fyvie
Newbie
Joined: 17 Aug 2010
Online Status: Offline
Posts: 1
|
| Posted: 18 Aug 2010 at 09:12 | IP Logged
|
|
|
Do I need to disclose my investments to my Big 4 employer?
I am working at Deloitte in September as an audit associate. I have
investments through a broker account, a Roth IRA account, and my own
managed account. In total these amount to above $100K. Do I have to
disclose these to my employer if I am an audit associate in order to remain
independent?
Thanks.
|
| Back to Top |
|
| |
Nemo
Newbie
Joined: 19 Jun 2010
Location: United States
Online Status: Offline
Posts: 6
|
| Posted: 19 Aug 2010 at 18:32 | IP Logged
|
|
|
Of course you will. I believe every 60 day's you'll get an independence
report where you must disclose your investments, loans, etc. They will
also provide you with updated listings of appropriate and inappropriate
holdings.
__________________
AUD - 05/29/10 = 98
BEC - 07/01/10 = 90
FAR - 07/29/10 = 95
REG - 08/31/10 = 92
DONE!
|
| Back to Top |
|
| |
Active Topics 
Memberlist 
Search 
Help
Register 
Login
Topic: Big 4 - Disclosing Investments
Topic Closed)
