12 C.F.R. § 150.210

Must I conduct another review of an account after I accept it?

Last amended: 2017Year: 2026Length: 36 wordsOfficial source

Cite as 12 C.F.R. § 150.210 (2026)

After you accept a fiduciary account for which you have investment discretion, you must conduct a prompt review of all assets of the account to evaluate whether they are appropriate, individually and collectively, for the account.
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