Common questions
Can I give a gift to a client?
What's our insider trading policy?
Expense reimbursement limits
Can I give a gift to our client?
✓
Gifts must be of minimal value — lavish or inappropriate gifts are prohibited
Allowed
✓
Entertainment must stay within what's reasonable and customary
Allowed
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Any expense above $100 per item or $500 per year per client requires prior approval
Approval needed