69U-162.012. Quarterly Reporting of Capital Account, Fidelity Bonds, and Insurance

(1) A family trust company and licensed family trust company shall, within 30 days after the end of each quarter, file with the Office a report of capital accounts, fidelity bonds, and errors and omissions insurance on Form OFR-162-11 “Quarterly Report of Capital Account, Fidelity Bonds, and Insurance,” effective 11/2015, herein incorporated by reference and available at https://www.flrules.org/Gateway/reference.asp?No=Ref-06059. (2) Licensed family trust companies are required to provide all information requested by the form. (3) Family trust companies are required to provide the capital account information, and may but are not required to, provide the fidelity bonds and insurance information.