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I have one opening in my project Required senior Business Analyst or product owner Domian FICC capital markets , CCP risk , OTC derivatives and Valuations. Strong agile Good in SQL Able to design systems with understandimg of derivative markets. If anyone interested DM. IBM Wells Fargo JPMorgan Chase Bank of England HSBC IHS Markit Synechron Inc. Goldman Sachs Bloomberg Credit Suisse Bank of America HCL Technologies DXC Technology Deloitte USI Citi Commonwealth Bank
Hey Guys, off topic question... My mom has a savings account in a Punjab National Bank branch. Recently while trying to do transaction branch manager is informing her account has been blocked as per SEBI directive, he is not showing any proof for the same. Now my mother does not even have a DEMAT account, nor does she have any dealings with stock market. Any suggestions on what to do regarding this? Please help with suggestions, we are completely lost as to what to do. Punjab National Bank
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My favorite office activity: canceling meetings.
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Chief
“There are two types of lawyers in the world - those that value being correct and those that value being helpful”, he thought to himself while reading the previous comments…
Chief
Touché, A1…
probably more a question of confidentiality than privilege
Easy check -- Google your firm name and the client and see if it's already public knowledge. Otherwise, the proper approach is usually to say, "a major bank", "a small biotech" etc.
Rising Star
I would google the client and your firm and see if they’ve been mentioned on your site. This can be confidential
Pro
Another rule we have at our firm: if we repped them in a litigation, then it's public record and not confidential. Not arbitration. Not mediation. Not transactions. Public litigation.
I think it also kind of depends on what you do too. If your a white collar litigator, I wouldn’t probably going around dropping names even if in public record unless it was publicized or if your a divorce attorney or something. Honestly, sometimes I have to drop client names to other clients to avoid the conflicts issue. But, yeah, context will matter a bunch in addition to any firm policy.
Pro
Honestly sometimes you shouldn’t talk about it even if it is public. Just because you *can* doesn’t mean you should. Think about if you’d want someone discussing it if you were the client. If the answer is no, don’t.
Otherwise matters of public record are fine to disclose, be careful you don’t accidentally disclose stuff that isn’t public while discussing things that are. It’s honestly just easier not to talk about work. People aren’t that interested about what you’re doing anyway. Tell stories about people, not what you’re doing substantively. For example, “John the angry typer was grinding his teeth so loud today I could hear it from my office. “ That’s stuff people want to discuss in social settings anyway.
Chief
I just speak generally and am intentionally vague, I.e. I never give identifying information about clients. I’m transactional so often deals are not public until consummated unlike publicly filed litigation. Regardless, I think it’s just good practice to not disclose clients or identifying details of their matter.
The litigation/transaction difference is big here. If something is in active litigation (ie a complaint has been filed and responded to) it’s not confi. If it’s pre-litigation or transaction it would depend on the matter nature.
My firms name is literally on the cover sheet of all of my clients SEC filings (and it’s also required to be disclosed in registration statements and shareholder reports), so I don’t feel that bad about naming names in casual conversation because it’s all very public knowledge already
Rising Star
After a deal announcement, I may mention to a very close friend, but otherwise, no.
Check your Bar's ethical opinions. Mine has opined that disclosing a client's identity without their consent, regardless of public record, is a violation of the confidentiality rule.