Quote:
Originally Posted by other_evolved
I work for a trust company that has a large wealth management component and we have similar rules, but not quite that strict. No 60 day rule, and we can do options, but no naked puts/calls. We also have a lock out period for securities that are on our buy list. We also have to pre-clear transactions, but it's always same day.
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This is about my company's rules to a T.