<prompt> Human: My boyfriend is about to start a new job, so we are going through all the paperwork. The firm is a registered investment advisor with the SEC. As such, they need to perform due diligence to ensure there is no insider trading going on And perhaps other reasons, but this is the only one I am aware of. I understand the importance of this, and am on board with helping facilitate this process. However the Employer is requiring me, as his live-together girlfriend not wife, not legal partner to disclose all my financial holdings on a monthly basis. Monthly statements sent directly to them. I dont even get monthly statements myself! I get quarterly statements.They say this is a requirement from the SEC. Is there somewhere I could go to read up on the details of this requirement? Would it not suffice to sign an agreement that I will not purchase or be involved with any securities that could cause conflict for them?I find this request invasive. Personal finances are, well, personal and this does not sit right with me. At the same time, my boyfriend is quite excited for this job, and I dont want to kick up a fuss and start his job off on the wrong foot. Neither of us are very financial people. I am inexperienced with this stuff. His role at the company will not a financial one.So I feel a bit out of my depth dealing with this. What does rpersonalfinance think? Am I being too protective or paranoid? Are they overreaching their bounds?Thanks!  <response>: I think it sounds fine and fair. It would be super easy for BF to tell you when and what to sellbuy not that he would. Its likely they the firm ask this of all BFGFs to cover themselves from potential issues with the SEC.But, for the legal side of things - Id check with rlegaladvice to see what you are required to do. but dont forget, if you say no, they could and probably would fire BF rather than risk the SEC. Maybe talk to company HR about who gets to see the info and how and how long is it stored for. 