Incoming FSO assurance associate at EY starting this fall. Looking to start investing, but I know independence plays a role in what we can invest in. My goal is to hopefully make it until SM one day, and from what I’ve researched after reaching manager investment options become quite limited. Any ideas on where I should start or know more about EY policy? Thanks in advance!

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Wait until you actually start. There is a portal where you can check tickers or link your brokerage. General rule of thumb with EY’s independence policy - if it’s a great company with a ton of growth potential you probably can’t invest in it (read Apple & Amazon).

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(And Google)

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Generally only restricted from investing in the company if you are covered person (working on the audit as a staff). At least that’s the case for PwC, imagine it’s the same

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Not the same

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