12 C.F.R. § 150.210

Current through September 30, 2024

Section 150.210 - Must I conduct another review of an account after I accept it?

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.

12 C.F.R. § 150.210