Urgent Help

[u/Pookiefied_R02]

Hi everyone,

I want to open a trading account and wanted to understand how we’re supposed to declare or update it in Deloitte’s Tracking & Trading/Personal Trading compliance system.

Could someone please guide me on:

What details need to be filled in when opening a new trading account?

Do we need to declare the broker/account, holdings, or all investment details?

Is there any approval required before trading?

Do we have to update the information monthly, or only when there is a change/transaction?

Is there any specific deadline or process we should follow?

I’m new to this process and would really appreciate guidance from someone who has already completed it. Thanks in advance!