Hey all! Potentially looking at an MD role in Deloitte. Just curious about a few things.
1. Do I have to sell my 491k before I join in D?
2. Do I have to notify d of all stocks I have before I buy them?
3. Is there any restriction on places I can purchase a mortgage from

These may all be rumors, but wanted to clarify. I haven’t had the $ round yet, thought it would be wise to ask here before that.

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You have to be in compliance at any big 4. So owning restricted sock is a no go and you have to sell. Usually within 2 weeks. If you are married it applies to your wife as well.

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There are some nuances that tends to get generalized.

You have to disclose everything, you can own restricted stock as long as you’ve not provided professional services to the client. You can roll over your 401k into Deloitte 401k.

1. Not sure what a 491k is, so I’m going to assume you meant either a 401k or 491k in stocks? It’ll depend on what you are holding, but possibly. If a 401k, you can roll it over into the firms plan to make sure you are in compliance.
2. Yes
3. Yes

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For number 2, they have a tool where you go and check if it is ok for you to keep the stock if you already have it. You disclose all of your holdings. You do it for your spouse as well if they have a separate account.

1. Probably not, so long it's all in mutual funds that are not audit clients. Else you just move the money into another fund.
2. Yes.
3. Unlikely it's a problem.

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