As an EY GDS employee can we invest in stock market or are there any restrictions for trading or long term holding or investing in mutual funds. Can anyone throw light deeply into it? Or is it only for particular service lines or something? Or like a particular clients of ey that we cannot invest in? Second part of question is that Even if not allowed if someone invests in market how EY can even find out? Because personal info like tax filing and broker login cannot be accessed by EY.

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Yes you can invest ;

IF you are from tax/assurance/audit competency you can't invest. Also if you are from some other competency and if you have access to clients financial data it also restricts you to invest in that client/stock/mutual fund that hold that stock.

If you are not from these competency then you can invest in any stock/mutual fund and if your grade is above manager then you have to declare it on EY system all the investments you and your family holds... if you don't declare you have to pay hefty penalty.

Ps- i am not sure how they know about our investment but i saw some manager getting notice from EY and a penalty of 2.5lakh around

Annual independence training covers all this.. not aware about any policy documents..

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It depends,best thing is to reach out to hr rep and they can provide correct guidance to you

Are you from ey? Have you invested?

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