The answer is most probably, yes!
Some professions (for example financial services, legal and accountancy firms) have restrictions on the types of securities that individuals can invest in. These restrictions forbid holding of certain securities, stipulate a minimum holding period, restrict trading periods during certain times, etc.
InvestEngine offers a discretionary investment service, so usually your account with us would not be subject to the personal dealing rules since the investment decisions about which individual securities are held on your behalf are made by InvestEngine and not you. Personal dealing rules will differ greatly so please check with your employer.
Of course, we don’t know the exact terms to which you may be bound. We are more than happy to provide your company or organisation with a letter detailing the exact nature of InvestEngine’s services. To request the letter, please get in touch with us via our website contact form.