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Checklist for financial interests
These are the financial interests your family member who works at PwC must record in Checkpoint (PwC’s Personal Independence software tool).
If the PwC professional you’re associated with is manager grade or above, they must record the financial interests below in Checkpoint. Don’t forget, any financial interests held as a trustee, active power of attorney, executor, and any material financial interests held as only the beneficiary of a trust or estate also need to be recorded.
Tip: The PwC professional you’re associated with can use Checkpoint (PwC’s Personal Independence Software tool) to assess whether a particular investment is permissible.
About Checkpoint: Checkpoint is the tool PwC uses to check and track whether individual financial interests are permissible to hold for PwC partners and staff (of manager grade or above). Checkpoint will provide information on restrictions based on the type of work and relationships we have with the relevant entity and any other entities within the same group.
Click on the financial interests below to learn more
| Stocks, shares, and investment funds, including: | Examples: | |
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| Bonds or other corporate debt instruments, including: | Examples: | |
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| Some cryptocurrencies, including: | Guidance |
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There has been a recent rise in the popularity of Crypto-tokens, such as Bitcoin, Ethereum or Ripple. Many of these tokens need to be logged in our Checkpoint system, so don't forget about your cryptos! |
| A membership shareholding, including: | Examples: |
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