Do all the standards for employees also apply for agents? Let’s say you’re on an agent agreement with the firm, and you develop a model to analyze what stocks to pitch to your clients, is that model property of the company? Also, is your client list the company property?
Bump.
Also, do agents also need written approval from their firm if they wish to engage in compensated work?
If they pay you for it, it is.
That’s usually spelled out in your contract.
Your client list is your property. The company’s client list is their property.