zephyranalyst

hala_madrid Wrote:
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account managers usually meet to discuss different
things, and usually they identify some clients

according to schweser this is a violation

I sort of agree… I guess you can discuss
“general” things like “my clients who bought this
bond are angry”, specially with colleagues who are
also involved with those accounts… But telling
everybody what “Mr. XXX” has bought or sold is a
violation
that i agree but you can discuss specifics of the case with your collegues. On a townhall meeting that would be violation