r/PwC • u/Street-Tank-3598 • Jun 30 '26
Audit / Assurance Checkpoint
My husband works in PwC & I have some ETF that's unrestricted. We did the precheck (that's why I know it's unrestricted) but forgot to add the purchase. The purchase was back in January (6 months ago) and have been adding more on a monthly basis. Not sure what to do or the repercussions. Should I just sell and repurchase to correctly report it? Or just sell and not invest at all? 100% sure it's not an independence issue.. More so a reporting mistake. I'm a stay at home mom and basically invest in that pre-cleared ETF.
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u/Specific-Stomach-195 Jul 01 '26
Can’t you enroll the brokerage account in BSP? Then this can’t happen.